Google Drive
When this happens...
PreciseFPNew Engagement Completed
Then do this...
Google DriveUpload 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.

  1. A client or prospect engagement is completed in PreciseFP.
  2. Zapier will upload a zip file with all engagement documents to Google Drive.

Apps involved

  • PreciseFP
  • Google Drive

Why Zapier?

Free

Get started for free—14 day trial of premium features and apps.

Easy

No coding required—automate any of 1,500+ apps in minutes.

Secure

Enterprise-level security—connect mission-critical apps.

It's easy to connect Google Drive + PreciseFP and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
New File in Folder

Triggers when a new file is added directly to a specific folder (but not its subfolders).

Create File from Text

Create a new file from plain text.

New File

Triggers when any new file is added (inside of any folder).

Upload File

Copies an existing file from another service to Google Drive.

New Client/Prospect

Triggers when a Client or Prospect is created.

Create Folder

Create a new, empty folder.

New Engagement Completed

Triggers when a client or prospect completes an engagement.

Create Engagement

Engages a client or co-client with the desired template.

Updated File

Triggers when a file is updated in a specific folder (but not its subfolders).

Create Account

Creates a new client or prospect account.

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Google Drive is Google's file sync app that lets you store all of your files online alongside your Google Docs documents, and keep them synced with all of your devices.

Learn More

PreciseFP is a data management platform that helps with your data-gathering process and automates your administrative work.

See PreciseFP Integrations