Mem + PreciseFP
Create Mems in Mem from new form engagements completed in PreciseFP
When a form engagement is completed in PreciseFP, instantly create a Mem in the Mem app. This workflow ensures all your important form interactions are documented conveniently in one place, enhancing your record-keeping efficiency. This automation saves you time and ensures nothing slips through the cracks.
When a form engagement is completed in PreciseFP, instantly create a Mem in the Mem app. This workflow ensures all your important form interactions are documented conveniently in one place, enhancing your record-keeping efficiency. This automation saves you time and ensures nothing slips through the cracks.
- When this happens...New Form Engagement Completed
Triggers when a client or prospect completes an form engagement.
- automatically do this!Create Mem
Creates a new mem
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About Mem
Mem is a tool to capture, share, and access information from anywhere.
Related categories
About PreciseFP
PreciseFP is a data management platform that helps with your data-gathering process and automates your administrative work.
