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Save PreciseFP uploaded documents to Google Drive

  1. When this happensStep 1: New Engagement Completed

  2. 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.

  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
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Connect Google Drive + PreciseFP in Minutes

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

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