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Choose an Action
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PreciseFP
PreciseFP
1. Choose trigger event
SideDrawer
SideDrawer
2. Choose action
1. Select the event
Setup
Test
PreciseFP
Choose a trigger event
Choose a trigger
A trigger is the event that starts your Zap—like a "New Client/Prospect" from PreciseFP.
Add your action
An action happens after the trigger—such as "Add a Collaborator to a SideDrawer" in SideDrawer.
You’re connected!
Zapier seamlessly connects PreciseFP and SideDrawer, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- TypeRequired
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- Pipeline StageRequired
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Try ItTriggerInstant- Pdf Template
Try ItTriggerInstant
- TypeRequired
Try ItTriggerInstant- Template
- Include Engagement DataRequired
- Include PDF Copy of Engagement
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Try ItTriggerInstant- Pdf Template
Try ItTriggerInstant
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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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