Precisely Integrations

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Do more with Precisely

Zapier allows you to instantly connect Precisely with 3,000+ apps to automate your work and find productivity super powers.

Choose an app to connect with Precisely

Integrate Google Sheets with Precisely

Google Sheets

Google +1Google, Spreadsheets
Integrate LIME Go with Precisely

LIME Go

Beta +1Beta, Marketing Automation
Integrate Typeform with Precisely

Typeform

Forms & Surveys
Integrate Pipedrive with Precisely

Pipedrive

CRM (Customer Relationship Management)
Integrate Google Drive with Precisely

Google Drive

File Management & Storage +1File Management & Storage, Google
Integrate Google Calendar with Precisely

Google Calendar

Calendar +1Calendar, Google
Integrate Microsoft Excel with Precisely

Microsoft Excel

Microsoft +1Microsoft, Spreadsheets
Integrate Slack with Precisely

Slack

Team Chat
Integrate Salesforce with Precisely

Salesforce

CRM (Customer Relationship Management) +1CRM (Customer Relationship Management), Premium
Integrate Google Forms with Precisely

Google Forms

Forms & Surveys +1Forms & Surveys, Google
Integrate Gmail with Precisely

Gmail

Email +1Email, Google
Integrate HubSpot with Precisely

HubSpot

Marketing Automation
Integrate Dropbox with Precisely

Dropbox

File Management & Storage
Integrate Cognito Forms with Precisely

Cognito Forms

Forms & Surveys
Integrate Mandrill with Precisely

Mandrill

Transactional Email
Integrate Microsoft Outlook with Precisely

Microsoft Outlook

Email +1Email, Microsoft
Integrate Sendinblue with Precisely

Sendinblue

Email Newsletters
Integrate Google Assistant with Precisely

Google Assistant

Beta +2Beta, Devices, Google
Integrate Microsoft Teams with Precisely

Microsoft Teams

Microsoft +1Microsoft, Team Chat
Integrate BambooHR with Precisely

BambooHR

HR Talent & Recruitment +1HR Talent & Recruitment, Premium

Connect Precisely to 3,000+ Apps

  • Pipedrive logoPipedrive logo

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

    Pipedrive + Precisely

  • Precisely logoSlack logo

    Get Slack notifications when new Precisely contracts are signed

    Precisely + Slack

  • LIME Go logoPrecisely logo

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

    LIME Go + Precisely

  • Precisely logoGoogle Drive logo

    Save new signed Precisely contracts to Google Drive

    Precisely + Google Drive

  • Precisely logoDropbox logo

    Save new signed Precisely contracts to Dropbox

    Precisely + Dropbox

  • Precisely logoBox logo

    Save new signed Precisely contracts in Box

    Precisely + Box

Precisely Integration Details

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

Triggers

Actions

  • Create Document

    Adds a document to a project.

  • Create Contract From Template

    Creates a contract project from a template.

  • Add Metadata Point to a Document

    Adds a metadata point to a document.

  • Send a Project for Signing

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

  • Add Signee to Project

    Adds a signee to all contracts for a project.

  • Send a Contract for Signing

    Sends a contract out for signing to all signees.

  • Add Signee to a Contract

    Adds a signee to a contract.

Searches

  • Find a Document

    Finds a document for an organization.

  • Find Metadata Points for a Document

    Finds metadata points for a document.

  • Find a Contract Project

    Finds a contract project for an organization.

  • Find a Template

    Finds a template for an organization.

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