Hubly + PreciseFP

Launch PreciseFP form engagements when new Hubly tasks are completed

Activate this template to automatically create a PreciseFP form engagement when a new task is completed in Hubly. This automation helps streamline client workflows by sending the right form at the right time—without manual follow-up.

When this happens...
Task Completed
Triggers when a task is completed.
TriggerInstant
automatically do this!
Create Form Engagement
Engages a client or co-client with the desired form template.
ActionWrite

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Supported triggers and actions

Task Completed
Triggers when a task is completed.
Trigger
Instant
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- HubRequired
- ClientRequired
- Client Date TypeRequired
Action
Write
- HubRequired
- Name or EmailRequired
Action
Search
- TypeRequired
Trigger
Instant
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- TypeRequired
- Pipeline StageRequired
Trigger
Instant
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- Template
Trigger
Instant
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- Pdf Template
Trigger
Instant
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- TypeRequired
- Related Team
- Client First NameRequired
- Client Last NameRequired
- Client EmailRequired
- Client Phone Number
- Co-Client First Name
- Co-Client Last Name
- Co-Client Email
- Co-Client Phone Number
Action
Write
- Template IDRequired
- Authentication Method
- AccountRequired
- ContactRequired
- Secondary ContactRequired
- Send New Engagement EmailRequired
- Enable Periodic Email RemindersRequired
- Enable Thank You EmailRequired
Action
Write
- Account IdRequired
Action
Search
- Account IdRequired
- TypeRequired
- Related Team
- Client First NameRequired
- Client Last NameRequired
- Client EmailRequired
- Client Phone Number
- Co-Client First Name
- Co-Client Last Name
- Co-Client Email
- Co-Client Phone Number
Action
Search or write

- HubRequired
- NameRequired
- Email
- Phone
Action
Write
- HubRequired
- ClientRequired
- WorkflowRequired
Action
Write
- HubRequired
- Name or EmailRequired
- NameRequired
- Email
- Phone
Action
Search or write
- TypeRequired
Trigger
Instant
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- Template
- Include Engagement DataRequired
- Include PDF Copy of Engagement
Trigger
Instant
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- Template
Trigger
Instant
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- Pdf Template
Trigger
Instant
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- AccountRequired
- Pipeline StageRequired
Action
Write
- Email AddressRequired
Action
Search
- Email AddressRequired
- TypeRequired
- Related Team
- Client First NameRequired
- Client Last NameRequired
- Client EmailRequired
- Client Phone Number
- Co-Client First Name
- Co-Client Last Name
- Co-Client Email
- Co-Client Phone Number
Action
Search or write