Instead of having to access each PreciseFP engagement to view uploaded documents, why not have them all copied to your Google Drive automatically? This integration will upload to Google Drive a zip file with all documents saved in a client or prospect engagement.
How this PreciseFP-Google Drive integration works.
- A client or prospect engagement is completed in PreciseFP.
- Zapier will upload a zip file with all engagement documents to Google Drive.
- Google Drive
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Triggers when a new file is added directly to a specific folder (but not its subfolders).
Create a new file from plain text.
Triggers when any new file is added (inside of any folder).
Copies an existing file from another service to Google Drive.
Triggers when a Client or Prospect is created.
Create a new, empty folder.
Triggers when a client or prospect completes an engagement.
Engages a client or co-client with the desired template.
Triggers when a file is updated in a specific folder (but not its subfolders).
Creates a new client or prospect account.