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Connect Precisely and Looping by Zapier to unlock the power of automation

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Choose an Action
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Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate Precisely with Looping by Zapier - no code necessary. See how you can get setup in minutes.

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Precisely
Precisely logo
Precisely
1. Choose trigger event
Looping by Zapier logo
Looping by Zapier
Looping by Zapier logo
Looping by Zapier
2. Choose action
Precisely logo
1. Select the event
Setup
Test
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Precisely
Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Contract Created" from Precisely.

Add your action

An action happens after the trigger—such as "Create Loop From Line Items" in Looping by Zapier.

You’re connected!

Zapier seamlessly connects Precisely and Looping by Zapier, automating your workflow.

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

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93%

Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your Precisely to Looping by Zapier integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Learn about AI automation
Illustration of AI enhancing Zapier workflows with automation and app integrations.

Connect Precisely and Looping by Zapier to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Integration categories

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

triggers, actions, or triggers and actions
    • Organization Id
      Required
    Trigger
    Polling
    Try It
    • Organization Id
      Required
    Trigger
    Polling
    Try It
    • Organization Id
      Required
    • Document Id
      Required
    Action
    Write
    • Organization Id
      Required
    • Template Id
      Required
    • Draft incomplete project
      Required
    • Title
      Required
    • External Reference Source
    • External Reference Id
    • Access permission
      Required
    Action
    Write
    • Organization Id
      Required
    Trigger
    Polling
    Try It
    • Organization Id
      Required
    • Project Id
      Required
    • Title
      Required
    Action
    Write
    • Organization Id
      Required
    • Project Id
      Required
    • File
      Required
    • Filename
      Required
    Action
    Write
    • Organization Id
      Required
    • Project Id
      Required
    • Message
      Required
    Action
    Write
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precisely logo
About Precisely
Precisely provides contract automation, e-signatures, streamlined approvals, digital archiving and smart reminders for all your contracts, all in the cloud.
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Related categories
Documents
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looping logo
About Looping by Zapier
Looping by Zapier is a helper app to repeat Action(s) in you Zaps a variable number of times for sets of values.
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Related categories
Developer ToolsZapier

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