Popular ways to use Precisely workflows

• Create contracts in Precisely and send them for signing when Pipedrive deals match filters

  

  by Zapier

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  Pipedrive, Precisely

  Pipedrive + Precisely

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  1. 

     When this happens

     Step 1: Deal Matching Filter

  2. 

     Then do this

     Step 2: Find Person

  3. 

     Then do this

     Step 3: Create Contract From Template

  4. 

     Then do this

     Step 4: Add Signee to Project

  See Zap detailsTry it

  Create contracts in Precisely and send them for signing when Pipedrive deals match filters

  

  by Zapier

  Zapier

  Create contracts in Precisely and send them for signing when Pipedrive deals match filters

  Try it

  • 
  • +2
  • 

  Pipedrive, Precisely

  Pipedrive + Precisely

• Get Slack notifications when new Precisely contracts are signed

  

  by Zapier

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  Precisely, Slack

  Precisely + Slack

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  1. 

     When this happens

     Step 1: Contract Signed

  2. 

     Then do this

     Step 2: Send Channel Message

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  Get Slack notifications when new Precisely contracts are signed

  

  by Zapier

  Zapier

  Get Slack notifications when new Precisely contracts are signed

  Try it

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  Precisely, Slack

  Precisely + Slack

• Create contracts in Precisely and send them for signing when new LimeGO deals are won

  

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  • +3
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  LIME Go, Precisely

  LIME Go + Precisely

  More details

  1. 

     When this happens

     Step 1: Won Deal

  2. 

     Then do this

     Step 2: Create Contract From Template

  3. 

     Then do this

     Step 3: Add Signee to Project

  4. 

     Then do this

     Step 4: Add Signee to Project

  5. 

     Then do this

     Step 5: Send a Project for Signing

  See Zap detailsTry it

  Create contracts in Precisely and send them for signing when new LimeGO deals are won

  

  by Zapier

  Zapier

  Create contracts in Precisely and send them for signing when new LimeGO deals are won

  Try it

  • 
  • +3
  • 

  LIME Go, Precisely

  LIME Go + Precisely

• Save new signed Precisely contracts to Google Drive

  

  by Zapier

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  Precisely, Google Drive

  Precisely + Google Drive

  More details

  1. 

     When this happens

     Step 1: Contract Signed

  2. 

     Then do this

     Step 2: Upload File

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  Save new signed Precisely contracts to Google Drive

  

  by Zapier

  Zapier

  Save new signed Precisely contracts to Google Drive

  Try it

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  Precisely, Google Drive

  Precisely + Google Drive

• Save new signed Precisely contracts to Dropbox

  

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  Precisely, Dropbox

  Precisely + Dropbox

  More details

  1. 

     When this happens

     Step 1: Contract Signed

  2. 

     Then do this

     Step 2: Upload File

  See Zap detailsTry it

  Save new signed Precisely contracts to Dropbox

  

  by Zapier

  Zapier

  Save new signed Precisely contracts to Dropbox

  Try it

  • 
  • 

  Precisely, Dropbox

  Precisely + Dropbox

• Save new signed Precisely contracts in Box

  

  by Zapier

  Zapier

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  • 
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  Precisely, Box

  Precisely + Box

  More details

  1. 

     When this happens

     Step 1: Contract Signed

  2. 

     Then do this

     Step 2: Upload File

  See Zap detailsTry it

  Save new signed Precisely contracts in Box

  

  by Zapier

  Zapier

  Save new signed Precisely contracts in Box

  Try it

  • 
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  Precisely, Box

  Precisely + Box

• Create Precisely contracts and send them for signing when new Typeform entries are made

  

  by Zapier

  Zapier

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  • +2
  • 

  Typeform, Precisely

  Typeform + Precisely

  More details

  1. 

     When this happens

     Step 1: New Entry

  2. 

     Then do this

     Step 2: Create Contract From Template

  3. 

     Then do this

     Step 3: Add Signee to Project

  4. 

     Then do this

     Step 4: Send a Project for Signing

  See Zap detailsTry it

  Create Precisely contracts and send them for signing when new Typeform entries are made

  

  by Zapier

  Zapier

  Create Precisely contracts and send them for signing when new Typeform entries are made

  Try it

  • 
  • +2
  • 

  Typeform, Precisely

  Typeform + Precisely

• Create contracts in Precisely and send them for signing when new entries are made in Google Form

  

  by Zapier

  Zapier

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  • 
  • +2
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  Google Forms, Precisely

  Google Forms + Precisely

  More details

  1. 

     When this happens

     Step 1: New Form Response

  2. 

     Then do this

     Step 2: Create Contract From Template

  3. 

     Then do this

     Step 3: Add Signee to Project

  4. 

     Then do this

     Step 4: Send a Project for Signing

  See Zap detailsTry it

  Create contracts in Precisely and send them for signing when new entries are made in Google Form

  

  by Zapier

  Zapier

  Create contracts in Precisely and send them for signing when new entries are made in Google Form

  Try it

  • 
  • +2
  • 

  Google Forms, Precisely

  Google Forms + Precisely

• 

  Contract Created

  Triggers when a new contract is created for an organization.

  Trigger

  Scheduled
• 

  Contract Project Created

  Triggers when a new contract project is created for an organization.

  Trigger

  Scheduled
• 

  Contract Signed

  Triggers when a contract is signed by all signees.

  Trigger

  Scheduled
• 

  Create Document

  Adds a document to a project.

  Action

  Write
• 

  Add Metadata Point to a Document

  Adds a metadata point to a document.

  Action

  Write
• 

  Upload PDF to Project

  Upload PDF to Project.

  Action

  Write
• 

  Create Contract From Template

  Creates a contract project from a template.

  Action

  Write
• 

  Send a Project for Signing

  Sends every contract in a project out for signing to all signees.

  Action

  Write
• Precisely

  Adds a signee to all contracts for a project.

  Scheduled

  Action

• Precisely

  Sends a contract out for signing to all signees.

  Scheduled

  Action

• Precisely

  Adds a signee to a contract.

  Scheduled

  Action

• Precisely

  Finds a document for an organization.

  Scheduled

  Action

• Precisely

  Finds metadata points for a document.

  Scheduled

  Action

• Precisely

  Finds a contract project for an organization.

  Scheduled

  Action

• Precisely

  Finds a template for an organization.

  Scheduled

  Action