Connect Precisely and Storage by Zapier to power AI-driven automation

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Choose a Trigger

Choose an Action

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Zapier makes it easy to integrate Precisely with Storage by Zapier - no code necessary. See how you can get setup in minutes.

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Contract Created" from Precisely.

Add your action

An action happens after the trigger—such as "Increment Value" in Storage by Zapier.

You’re connected!

Zapier seamlessly connects Precisely and Storage by Zapier, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- 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
- Key
  Required
- Increment Amount
Action
Write
- Key
  Required
- Value
  Required
- Location
Action
Write
- Key
  Required
- Child Keys
Action
Write
- Key
  Required
- Child Values
Action
Write
- Key
  Required
- Value
Action
Write
Get All Values
Get all values stored.
Action
Search
- Keys
  Required
Action
Search
Get Secret
Get your Store secret as a value for use in a Code step.
Action
Search
- Key
  Required
- Child Keys
  Required
- Should this action match all existing child keys?
- Child Values
Action
Search or 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
- Key
  Required
- Location
- Default Value
Action
Write
Remove All Values
Removes all values for the connected account.
Action
Write
- Key
  Required
Action
Write
- Keys and Values
Action
Write
- Key
  Required
- Value
- Previous Value
Action
Write
- Key
  Required
- Item Format
  Required
- Item Separator
Action
Search
- Key
  Required
- Child Keys
  Required
- Should this action match all existing child keys?
Action
Search
- Key
  Required
Action
Search
- Key
  Required
- Value
Action
Search or write

For AI agents & developers

Use Precisely and Storage by Zapier with AI agents and code

Beyond Zap workflows. Call Precisely and Storage by Zapier actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.

No code

Connect via Zapier MCP

Expose Precisely and Storage by Zapier actions as tools in any MCP client. Authenticate once, then call them in natural language.

Example actions on this page

Create Document
Increment Value

Works with

Claude · ChatGPT · Cursor · any MCP-compatible client

Connect Zapier MCP

Typescript

Call from code with the Zapier SDK

Trigger Precisely and Storage by Zapier actions from backend services, scripts, or agent code.

Install

# TypeScript / Node
npm install @zapier/zapier-sdk

Run an action

import { createZapierSdk } from '@zapier/zapier-sdk';

const zapier = createZapierSdk();
await zapier.runAction({ /* precisely / storage action */ });

Run the SDK docs

There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.

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93%

Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect Precisely and Storage by Zapier to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Learn how to automate Storage by Zapier on the Zapier blog

Make work flow with AI

Level up your Precisely to Storage by Zapier integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Precisely

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

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Related categories

Documents

About Storage by Zapier

Quickly store and retrieve small values of data. Allows you to reference data between Zap runs or share data between different Zaps.

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