New Integration: Use PreciseFP to Gather Data and Create Financial Plans for Clients

Sam Hollis
Sam Hollis / December 11, 2017

When creating financial plans for your clients, personalization is important at every stage. When you know more about your clients, it’s easier to provide them with relevant information and recommendations. But how do you gather the right kind of data?

With PreciseFP, you can save time by streamlining the client documentation process and decrease the potential for incorrect information. Easily onboard new prospects with fully customizable intake forms and get notifications in real-time. With PreciseFP's comprehensive tracking and multi-layered security, it’s simple to ensure compliance with an automatically-generated digital audit trail. Efficiently gathering data means that you can spend more time better serving your customers.

Connect PreciseFP with Zapier’s 750+ integrations and you can automatically send client information to your other business tools, too. Create Zaps that add a new contact to your CRM when a new client or prospect is created in PreciseFP. Or, use a Zap to save documents uploaded in PreciseFP to your favorite cloud storage app. Keeping your client data relevant, safe, and secure has never been easier.

How PreciseFP Works with Zapier


  • New Client/Prospect: Triggers when a Client or Prospect is created.
  • New Form Field Saved: Triggers when account form field was saved.
  • New Form Sent: Triggers when a new form is sent.
  • New Form Opened: Triggers when account form was opened.
  • New Client/Prospect Field Saved: Triggers when a Client/Prospect field is updated.
  • New Form Closed: Triggers when account form is closed.
  • New Client/Prospect Deleted: Triggers when a Client or Prospect is deleted.

Automation Inspiration

Get started with these sample Zaps:

Ensure Your Client Profiles Are Up-to-date

Get Updates About New Forms

How To Automate PreciseFP with Zapier

  1. Sign up for a PreciseFP account, and make sure you have a Zapier account

  2. Try some pre-made PreciseFP integrations and learn more about how PreciseFP works with Zapier

  3. Check out our PreciseFP help documentation for details on connecting your account and setting up your first Zap

  4. Or login and build a custom workflow with PreciseFP and Zapier