PreciseFP

PreciseFP Help & Support

What PreciseFP Triggers and Actions are Supported

Supported Triggers#

  • New Engagement Opened - Triggers when a client or prospect opens an engagement.
  • New Client/Prospect Deleted - Triggers when a Client or Prospect is deleted.
  • New Client/Prospect Staged in Pipeline - Triggers when a Client or Prospect is moved to a Pipeline Stage.
  • New Engagement Created - Triggers when a client or prospect is engaged.
  • New Engagement Completed - Triggers when a client or prospect completes an engagement.
  • New Client/Prospect - Triggers when a Client or Prospect is created.

Supported Searches#

  • Find Account - Finds a client or prospect account.
  • Find Account by Id - Finds a client or prospect account by ID.

Supported Actions#

  • Create Engagement - Engages a client or co-client with the desired template.
  • Create Account - Creates a new client or prospect account.
Was this content helpful?

How to Get Started with PreciseFP on Zapier

How to Get Started with PreciseFP on Zapier#

To get started with PreciseFP on Zapier, first you will need to click to connect your PreciseFP account to use with your Zap

Click to connect PreciseFP

You'll now be asked to log into your PreciseFP account (unless you are already logged in)

Login to PreciseFP

Finally, you will be asked to give Zapier permission to access your account. Click “Authorize” to continue.

Authorize  PreciseFP on Zapier

If all steps were successful your PreciseFP account will now be successfully connected.

PreciseFP connection successful

Was this content helpful?

Common Problems with PreciseFP on Zapier

We don't have any common problems documented yet, but feel free to contact us so we can help you personally!

Was this content helpful?

Need More Help? - Our support team is happy to help -- send us a message

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

Getting Started with Zapier

Need more help? Try the Zapier Help Center