PreciseFP + SMS by Zapier

PreciseFP + SMS by Zapier integrations

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.

When this happens...
New Form Engagement CompletedTriggers when a client or prospect completes an form engagement.
TriggerInstant
automatically do this!
Send SMSSend an SMS to a number. Notice that a successful action means that the SMS has been queued, not delivered.
ActionWrite

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More things you can do with PreciseFP and SMS by Zapier

Discover other triggers and actions you can use with PreciseFP and SMS by Zapier

- 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

- 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
- Send_v2_copy
- From_number
- Message
  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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Related categories

Forms & Surveys

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About SMS by Zapier

Using our built-in number, you can send a limited number of SMS / text messages. This is great for reminders!

HelpHelp

Related categories

Phone & SMS

Zapier

Related Zap Templates

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

Send SMS messages for new PreciseFP completed engagements

Send SMS messages for new PreciseFP engagements