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Precisely + Zefort

Precisely + Zefort

Precisely + Zefort integrations

Add newly-signed contracts in Precisely to Zefort

Do you ever misplace or forget to follow up with a contract after it's been signed? This integration automatically copies signed contracts from Precisely to Zefort, without any manual steps. Zefort's AI assisted alerts ensure that you never forget important follow-up actions again.

When this happens...
Contract SignedTriggers when a contract is signed by all signees.
TriggerPolling
automatically do this!
Create ContractCreates a contract
ActionWrite

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More things you can do with Precisely and Zefort

Discover other triggers and actions you can use with Precisely and Zefort

- Organization Id
  Required
Trigger
Polling
Try It
- Organization Id
  Required
Trigger
Polling
Try It
- Organization Id
  Required
- Document Id
  Required
Action
Write
- Organization Id
  Required
- Template Id
  Required
- Draft incomplete project
  Required
- Title
  Required
- External Reference Source
- External Reference Id
- Access permission
  Required
Action
Write
- Organization Id
  Required
- Project Id
  Required
- Name
  Required
- Email
  Required
- Organization
- Role
Action
Write

- Organization Id
  Required
- Document Id
  Required
- Message
  Required
Action
Write
- Organization Id
  Required
- Document Id
  Required
Action
Search

- Organization Id
  Required
- Project Id
  Required
Action
Search
New Contract
Triggers when a new contract is created in Zefort.
Trigger
Polling
Try It
- Contract ID
  Required
- Contract File
  Required
- Name of Contract File
Action
Write
- Contract ID
  Required
- effective_date
- end_date
- signed_date
- title
Action
Write

- Organization Id
  Required
Trigger
Polling
Try It
- Organization Id
  Required
- Project Id
  Required
- Title
  Required
Action
Write
- Organization Id
  Required
- Project Id
  Required
- File
  Required
- Filename
  Required
Action
Write
- Organization Id
  Required
- Project Id
  Required
- Message
  Required
Action
Write
- Organization Id
  Required
- Document Id
  Required
- Name
  Required
- Message
  Required
- Remind at
  Required
Action
Write
- Organization Id
  Required
- Document Id
  Required
- Name
  Required
- Email
  Required
- Organization
- Role
Action
Write
- Organization Id
  Required
- Document Id
  Required
Action
Search
- Organization Id
  Required
- Template Id
  Required
Action
Search
- Contract ID
  Required
- Party Name
  Required
- Business organization code
- Role
Action
Write
- Contract Title
- Contract File
Action
Write

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

About Zefort

Zefort is a contract management platform to easily store, search and share contracts and other important documents.

Related categories

Content & Files