OneDrive + PreciseFP
Upload new PreciseFP form engagements as files on OneDrive
Efficiently manage client engagement data in real-time with this workflow. When you complete a new form engagement in PreciseFP, the client information you've compiled is instantly uploaded as a file to OneDrive. Streamline your operations and ensure up-to-date information is always on hand in your OneDrive folders.
Efficiently manage client engagement data in real-time with this workflow. When you complete a new form engagement in PreciseFP, the client information you've compiled is instantly uploaded as a file to OneDrive. Streamline your operations and ensure up-to-date information is always on hand in your OneDrive folders.
- When this happens...New Form Engagement Completed
Triggers when a client or prospect completes an form engagement.
- automatically do this!Upload File
Upload an existing file or attachment not bigger than 60 MB.
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