Precisely Integrations

Do more with Precisely

Zapier allows you to instantly connect Precisely with 2,000+ apps to automate your work and find productivity super powers.

Connect to 2,000+ Apps

Choose an app to connect with Precisely

Integrate Google Sheets with Precisely

Google Sheets

Google +1Google, Spreadsheets
Integrate Typeform with Precisely

Typeform

Forms & Surveys
Integrate Google Calendar with Precisely

Google Calendar

Calendar +1Calendar, Google
Integrate Microsoft Excel with Precisely

Microsoft Excel

Microsoft +1Microsoft, Spreadsheets
Integrate Google Drive with Precisely

Google Drive

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

Pipedrive

CRM (Customer Relationship Management)
Integrate Gmail with Precisely

Gmail

Email +1Email, Google
Integrate Slack with Precisely

Slack

Team Chat
Integrate Google Forms with Precisely

Google Forms

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

Salesforce

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

BambooHR

HR Talent & Recruitment +1HR Talent & Recruitment, Premium
Integrate Google Assistant with Precisely

Google Assistant

Beta +2Beta, Devices, Google

Connect Precisely to 2,000+ Apps

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

    Pipedrive + Precisely

  • 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

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