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Precisely Integrations

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Integrate Google Forms with Precisely

Google Forms

Forms & Surveys, Google
Integrate Google Sheets with Precisely

Google Sheets

Google, Spreadsheets
Integrate Salesforce with Precisely

Salesforce

CRM (Customer Relationship Management)
Integrate Google Drive with Precisely

Google Drive

File Management & Storage, Google
Integrate Zefort with Precisely

Zefort

Content & Files
Integrate Formatter by Zapier with Precisely

Formatter by Zapier

Documents, Zapier
Integrate Airtable with Precisely

Airtable

Databases
Integrate Typeform with Precisely

Typeform

Forms & Surveys
Integrate Microsoft Excel with Precisely

Microsoft Excel

Microsoft, Spreadsheets
Integrate Google Forms with Precisely

Google Forms

Forms & Surveys, Google
Integrate Google Sheets with Precisely

Google Sheets

Google, Spreadsheets
Integrate Salesforce with Precisely

Salesforce

CRM (Customer Relationship Management)
Integrate Google Drive with Precisely

Google Drive

File Management & Storage, Google
Integrate Zefort with Precisely

Zefort

Content & Files
Integrate Formatter by Zapier with Precisely

Formatter by Zapier

Documents, Zapier
Integrate Google Forms with Precisely

Google Forms

Forms & Surveys, Google
Integrate Google Sheets with Precisely

Google Sheets

Google, Spreadsheets
Integrate Salesforce with Precisely

Salesforce

CRM (Customer Relationship Management)

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Popular ways to use Precisely workflows

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

    • Pipedrive logo
    • Precisely logo
    Pipedrive + Precisely
    More details
    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

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

    Create contracts in Precisely and send them for signing when Pipedrive deals match filters
    • Pipedrive logo
    • Precisely logo
    Pipedrive + Precisely
  • Get Slack notifications when new Precisely contracts are signed

    • Precisely logo
    • Slack logo
    Precisely + Slack
    More details
    1. When this happens

      Step 1: Contract Signed

    2. Then do this

      Step 2: Send Channel Message

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

    • LIME Go logo
    • Precisely logo
    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

  • Save new signed Precisely contracts to Google Drive

    • Precisely logo
    • Google Drive logo
    Precisely + Google Drive
    More details
    1. When this happens

      Step 1: Contract Signed

    2. Then do this

      Step 2: Upload File

  • Save new signed Precisely contracts to Dropbox

    • Precisely logo
    • Dropbox logo
    Precisely + Dropbox
    More details
    1. When this happens

      Step 1: Contract Signed

    2. Then do this

      Step 2: Upload File

  • Save new signed Precisely contracts in Box

    • Precisely logo
    • Box logo
    Precisely + Box
    More details
    1. When this happens

      Step 1: Contract Signed

    2. Then do this

      Step 2: Upload File

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

    • Typeform logo
    • Precisely logo
    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

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

    • Google Forms logo
    • Precisely logo
    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

Supported triggers and actions

What does this mean?
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About Precisely

Precisely provides contract automation, e-signatures, streamlined approvals, digital archiving and smart reminders for all your contracts, all in the cloud.

Related categories

  • Documents

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