PreciseFP

PreciseFP + WebMerge Integrations

In a matter of minutes and without a single line of code, Zapier allows you to connect PreciseFP and WebMerge, with as many as 27 possible integrations. Are you ready to find your productivity superpowers?

It's easy to connect PreciseFP + WebMerge and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
New Client/Prospect

Triggers when a Client or Prospect is created.

Create Engagement

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

New Engagement Completed

Triggers when a client or prospect completes an engagement.

Create Account

Creates a new client or prospect account.

New Merged Document

Triggers when a merged/populated document is created.

Create Data Route Merge

Send data to your Data Route URL.

New Engagement Created

Triggers when a client or prospect is engaged.

Create Document Merge

Send data to your Merge URL.

New Engagement Opened

Triggers when a client or prospect opens an engagement.

Extract Field Values From PDF

Extracts the field values from the given PDF file.

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

Automatically generate PDF and Word DOCX documents merged with data from online web services. Contracts, invoices, applications, tickets, and more - all created dynamically, saving you time and money.

See WebMerge Integrations