Save PreciseFP uploaded documents to Google Drive
When this happensStep 1: New Engagement Completed
Then do thisStep 2: Upload File
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