Precisely Integrations

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Google Sheets

Google +1Google, Spreadsheets

24 Integrations

Microsoft Excel

Microsoft +1Microsoft, Spreadsheets

12 Integrations

Typeform

Forms & Surveys

Connect Precisely to 2,000+ Apps

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

    Pipedrive + Precisely

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  • Get Slack notifications when new Precisely contracts are signed

    Precisely + Slack

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

    LIME Go + Precisely

  • Save new signed Precisely contracts to Google Drive

    Precisely + Google Drive

  • Save new signed Precisely contracts to Dropbox

    Precisely + Dropbox

Precisely Integration Details

The following Precisely Triggers, Searches, Filters, and Actions are supported by Zapier:

Triggers

Contract Created

Triggers when a new contract is created for an organization.

Contract Signed

Triggers when a contract is signed by all signees.

Contract Project Created

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

Actions

Create Document

Adds a document to a project.

Add Metadata Point to a Document

Adds a metadata point to a document.

Add Signee to Project

Adds a signee to all contracts for a project.

Add Signee to a Contract

Adds a signee to a contract.

Create Contract From Template

Creates a contract project from a template.

Send a Project for Signing

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

Send a Contract for Signing

Sends a contract out for signing to all signees.

Searches

Find a Document

Finds a document for an organization.

Find a Contract Project

Finds a contract project for an organization.

Find Metadata Points for a Document

Finds metadata points for a document.

Find a Template

Finds a template for an organization.

Connect Precisely to 2,000+ Apps