Hubly + PreciseFP + Formatter by Zapier

Set client dates in Hubly when new PreciseFP forms are completed

Automatically update a custom client date in Hubly when a client completes a new form in PreciseFP — perfect for tracking key milestones like fact finder completion, ADV delivery, or risk profile updates. Once the date is set, Hubly's automations can monitor it and trigger follow-ups at 6- or 12-month intervals, keeping your practice compliant and proactive.

When this happens...
New Form Engagement CompletedTriggers when a client or prospect completes an form engagement.
TriggerInstant
automatically do this...
Date / TimeWork with dates and times to change formatting or add/subtract time (with line-item support).
ActionWrite
then do this!
Set Client DateProvided a date, sets the selected client date.
ActionWrite

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Discover other triggers and actions you can use with PreciseFP, Hubly, and more

- Type
  Required
Trigger
Instant
Try It
- Type
  Required
- Pipeline Stage
  Required
Trigger
Instant
Try It
- Template
Trigger
Instant
Try It
- Pdf Template
Trigger
Instant
Try It
- Type
  Required
- Related Team
- Client First Name
  Required
- Client Last Name
  Required
- Client Email
  Required
- Client Phone Number
- Co-Client First Name
- Co-Client Last Name
- Co-Client Email
- Co-Client Phone Number
Action
Write

- Template ID
  Required
- Authentication Method
- Account
  Required
- Contact
  Required
- Secondary Contact
  Required
- Send New Engagement Email
  Required
- Enable Periodic Email Reminders
  Required
- Enable Thank You Email
  Required
Action
Write
- Account Id
  Required
Action
Search

- Account Id
  Required
- Type
  Required
- Related Team
- Client First Name
  Required
- Client Last Name
  Required
- Client Email
  Required
- Client Phone Number
- Co-Client First Name
- Co-Client Last Name
- Co-Client Email
- Co-Client Phone Number
Action
Search or write
- Transform
  Required
Action
Write
- Transform
  Required
Action
Write
- Hub
  Required
- Name
  Required
- Email
- Phone
Action
Write
- Hub
  Required
- Client
  Required
- Workflow
  Required
Action
Write
- Hub
  Required
- Name or Email
  Required
- Name
  Required
- Email
- Phone
Action
Search or write

- Type
  Required
Trigger
Instant
Try It
- Template
- Include Engagement Data
  Required
- Include PDF Copy of Engagement
Trigger
Instant
Try It
- Template
Trigger
Instant
Try It
- Pdf Template
Trigger
Instant
Try It
- Account
  Required
- Pipeline Stage
  Required
Action
Write
- Email Address
  Required
Action
Search
- Email Address
  Required
- Type
  Required
- Related Team
- Client First Name
  Required
- Client Last Name
  Required
- Client Email
  Required
- Client Phone Number
- Co-Client First Name
- Co-Client Last Name
- Co-Client Email
- Co-Client Phone Number
Action
Search or write
- Transform
  Required
Action
Write
- Transform
  Required
Action
Write
Task Completed
Triggers when a task is completed.
Trigger
Instant
Try It
- Hub
  Required
- Client
  Required
- Client Date Type
  Required
Action
Write
- Hub
  Required
- Name or Email
  Required
Action
Search

About Hubly

Hubly is a tool built for financial advisors to scale high-touch client services and track every stage of their client service calendar.

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Related categories

Productivity

About PreciseFP

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

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Related categories

Forms & Surveys

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Formatter by Zapier

Data isn't always in the format you need. Perhaps a date is in International format, but your app needs it in American format. Or maybe you need to Title Case a subject, truncate text for a Tweet, or turn Markdown text into HTML for your blog. Zapier's Formatter tool can help.

Learn moreLearn moreHelpHelp

Related categories

Documents

Zapier

Related Zap Templates

Create clients in Hubly from new PreciseFP prospects or clients