PreciseFP + ShareFile

PreciseFP + ShareFile integrations

Create new ShareFile users for every new PreciseFP client or prospect

Streamline your client onboarding process with this hassle-free automation between PreciseFP and ShareFile. Whenever you get a new client or prospect in PreciseFP, the workflow instantly creates a new client user in ShareFile. This saves you time by eliminating manual data entry and keeps your ShareFile client list up to date with the latest prospects from PreciseFP. Get your customer information organized swiftly and effortlessly.

When this happens...
New Client/ProspectTriggers when a Client or Prospect is created.
TriggerInstant
automatically do this!
Create Client UserCreates a ShareFile user with the given information.
ActionWrite

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More things you can do with PreciseFP and ShareFile

Discover other triggers and actions you can use with PreciseFP and ShareFile

- Type
  Required
Trigger
Instant
Try It
- Type
  Required
- Pipeline Stage
  Required
Trigger
Instant
Try It
- Template
Trigger
Instant
Try It
- Pdf Template
Trigger
Instant
Try It
- Type
  Required
- Related Team
- Client First Name
  Required
- Client Last Name
  Required
- Client Email
  Required
- Client Phone Number
- Co-Client First Name
- Co-Client Last Name
- Co-Client Email
- Co-Client Phone Number
Action
Write

- Template ID
  Required
- Authentication Method
- Account
  Required
- Contact
  Required
- Secondary Contact
  Required
- Send New Engagement Email
  Required
- Enable Periodic Email Reminders
  Required
- Enable Thank You Email
  Required
Action
Write
- Account Id
  Required
Action
Search

- Account Id
  Required
- Type
  Required
- Related Team
- Client First Name
  Required
- Client Last Name
  Required
- Client Email
  Required
- Client Phone Number
- Co-Client First Name
- Co-Client Last Name
- Co-Client Email
- Co-Client Phone Number
Action
Search or write
- Folder
  Required
Trigger
Polling
Try It
- Folder
  Required
- URL Name
  Required
- Url
  Required
- Description
Action
Write
- Email
  Required
- First Name
  Required
- Last Name
  Required
- Company
- Password
  Required
- Can Reset Password
  Required
- Can View Settings
  Required
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write

- Type
  Required
Trigger
Instant
Try It
- Template
- Include Engagement Data
  Required
- Include PDF Copy of Engagement
Trigger
Instant
Try It
- Template
Trigger
Instant
Try It
- Pdf Template
Trigger
Instant
Try It
- Account
  Required
- Pipeline Stage
  Required
Action
Write
- Email Address
  Required
Action
Search
- Email Address
  Required
- Type
  Required
- Related Team
- Client First Name
  Required
- Client Last Name
  Required
- Client Email
  Required
- Client Phone Number
- Co-Client First Name
- Co-Client Last Name
- Co-Client Email
- Co-Client Phone Number
Action
Search or write
New Client
Triggers when a new client is created.
Trigger
Polling
Try It
- Folder
  Required
- Description
  Required
- Note Name
  Required
Action
Write
- Parent Folder
  Required
- Name
  Required
- Description
Action
Write
- Folder
  Required
- File
  Required
Action
Write

About PreciseFP

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

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Forms & Surveys

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About ShareFile

Securely send, store, and share files – plus discover document workflows designed to improve your client experience.

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Related categories

Content & Files

Related Zap Templates

Upload new PreciseFP form engagements as files in ShareFile

Related Zap Templates

Upload new PreciseFP form engagements as files in ShareFile