PreciseFP

PreciseFP Integrations

  • Create new Redtail CRM contacts for new PreciseFP clients and prospects

    With the help of Zapier, you don't need to manually add your new PreciseFP clients/prospects to Redtail CRM. This integration will automatically add every new PreciseFP client and prospect to Redtail CRM as a new contact.

    How this PreciseFP-Redtail CRM integration works.

    1. New client/prospect is created in PreciseFP
    2. Zapier creates a new contact in Redtail CRM

    Apps involved

    • PreciseFP
    • Redtail CRM
  • Save PreciseFP uploaded documents to Dropbox

    Having a hard time sorting through all documents uploaded by your clients and prospects? Enable this integration and Zapier will automatically upload a zip file with all documents uploaded to a client or prospect engagement.

    How this PreciseFP-Dropbox integration works.

    1. An engagement is completed in PreciseFP.
    2. Zapier will upload a zip file with all documents to Dropbox.

    Apps involved

    • PreciseFP
    • Dropbox
  • Create Redtail CRM activities for new PreciseFP completed engagements

    When one of your clients completes an engagement, there is a significant amount of vital data to be analyzed. This integration will add a new Redtail CRM activity whenever a PreciseFP engagement is completed, so that you can keep track of PreciseFP engagements you need to review from within your Redtail CRM.

  • Save PreciseFP uploaded documents to Google Drive

    Instead of having to access each PreciseFP engagement to view uploaded documents, why not have them all copied to your Google Drive automatically? This integration will upload to Google Drive a zip file with all documents saved in a client or prospect engagement.

    How this PreciseFP-Google Drive integration works.

    1. A client or prospect engagement is completed in PreciseFP.
    2. Zapier will upload a zip file with all engagement documents to Google Drive.

    Apps involved

    • PreciseFP
    • Google Drive
  • Create new Wealthbox CRM contacts for new PreciseFP clients and prospects

    Leverage Zapier to add new PreciseFP clients and prospects to your Wealthbox CRM without wasting time. This integration will automatically create a new Wealthbox CRM contact when a new client or prospect is created in PreciseFP.

    How this PreciseFP-Wealthbox CRM integration works.

    1. New client/prospect is created in PreciseFP
    2. Zapier creates a new contact in Wealthbox CRM

    Apps involved

    • PreciseFP
    • Wealthbox CRM
  • Add Wealthbox CRM tasks for new PreciseFP completed engagements

    Reviewing all of your PreciseFP engagements may prove quite a challenge. To make the reviewing process easier, this integration will create a new Wealthbox CRM task every time a PreciseFP engagement is completed by one your clients or prospects.

  • Add new PreciseFP clients and prospects to Google Contacts

    Keep your Google contact list up-to-date automatically. This integration will create a new Google contact every time a new client or prospect is added to your PreciseFP account.

    How this PreciseFP-Google Contacts integration works.

    1. New client/prospect is created in PreciseFP.
    2. Zapier adds a new contact to your Google Contacts.

    Apps involved

    • PreciseFP
    • Google Contacts
  • Send SMS messages when a new client/prospect is deleted from PreciseFP

    It's crucial to keep your compliance person up-to-date with information that is removed from your PreciseFP account. This Zapier integration will send an SMS message to a designated phone number whenever a client or prospect is deleted from PreciseFP.

  • Send SMS messages for new PreciseFP completed engagements

    Work collaboratively with your clients and prospects in a form and help them complete it quicker. This integration will notify you via SMS message when a client or prospect opens one of your PreciseFP engagements.

  • Send SMS messages for new PreciseFP engagements

    Notify your review staff immediately when an engagement is completed by one of your clients or prospects. This integration will send an SMS message to a designated phone number when a PreciseFP engagement is completed by a client or prospect.

  • Send SMS messages for new PreciseFP engagements

    You don't need to open PreciseFP to keep tabs on what engagements are sent out by your staff. With this PreciseFP - SMS by Zapier integration, you will get notified automatically via SMS message whenever a new PreciseFP engagement is sent to one of your clients or prospects.

  • Add a new projects in PreciseFP when new contacts are created in Redtail

    With the help of Zapier, you don't need to manually add your new Redtail CRM contacts to PreciseFP. This integration will automatically add every new Redtail CRM Contact to PreciseFP as a new prospect.

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PreciseFP Integration Details

Launched on Zapier September 27, 2017

Zapier combines Triggers (like "New Client/Prospect") and Actions (like "Create Engagement") to complete an action in one app when a trigger occurs in another app. These combos—called "Zaps"—complete your tasks automatically.

The following PreciseFP Triggers, Searches, and Actions are supported by Zapier:

New Client/Prospect

Triggers when a Client or Prospect is created.

New Engagement Completed

Triggers when a client or prospect completes an engagement.

New Engagement Created

Triggers when a client or prospect is engaged.

New Engagement Opened

Triggers when a client or prospect opens an engagement.

New Client/Prospect Deleted

Triggers when a Client or Prospect is deleted.

Create Engagement

Engages a client or co-client with the desired template.

Create Account

Creates a new client or prospect account.

Find Account

Finds a client or prospect account.

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