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PreciseFP + SMS by Zapier

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.

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.

  1. When this happens...
    PreciseFPPreciseFP
    New Form Engagement Created

    Triggers when a client or prospect is engaged with a form template.

    TriggerInstant
  2. automatically do this!
    SMS by ZapierSMS by Zapier
    Send SMS

    Send an SMS to a number. Notice that a successful action means that the SMS has been queued, not delivered.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • TypeRequired

    Trigger
    Instant
    Try It
    • TypeRequired

    • Pipeline StageRequired

    Trigger
    Instant
    Try It
    • Template

    Trigger
    Instant
    Try It
    • Pdf Template

    Trigger
    Instant
    Try It
    • TypeRequired

    Trigger
    Instant
    Try It
    • Template

    • Include Engagement DataRequired

    • Include PDF Copy of Engagement

    Trigger
    Instant
    Try It
    • Template

    Trigger
    Instant
    Try It
    • Pdf Template

    Trigger
    Instant
    Try It
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precisefp logo

About PreciseFP

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

Related categories

  • Forms & Surveys

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

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

About SMS by Zapier

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

Related categories