PreciseFP Integrations

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PreciseFP Integration Details

Launched on Zapier November 16, 2017

Zapier combines Triggers (like "New Client/Prospect") and Actions (like "Create Account") 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 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 Opened

Triggers when a client or prospect opens an engagement.

Create Account

Creates a new client or prospect account.

Create Engagement

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

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

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