Hubly + PreciseFP + Formatter by Zapier

Set client dates in Hubly when new PreciseFP forms are completed

Automatically update a custom client date in Hubly when a client completes a new form in PreciseFP — perfect for tracking key milestones like fact finder completion, ADV delivery, or risk profile updates. Once the date is set, Hubly's automations can monitor it and trigger follow-ups at 6- or 12-month intervals, keeping your practice compliant and proactive.

Automatically update a custom client date in Hubly when a client completes a new form in PreciseFP — perfect for tracking key milestones like fact finder completion, ADV delivery, or risk profile updates. Once the date is set, Hubly's automations can monitor it and trigger follow-ups at 6- or 12-month intervals, keeping your practice compliant and proactive.

  1. When this happens...
    PreciseFPPreciseFP
    New Form Engagement Completed

    Triggers when a client or prospect completes an form engagement.

    TriggerInstant
  2. automatically do this...
    Formatter by ZapierFormatter by Zapier
    Date / Time

    Work with dates and times to change formatting or add/subtract time (with line-item support).

    ActionWrite
  3. then do this!
    HublyHubly
    Set Client Date

    Provided a date, sets the selected client date.

    ActionWrite
Start free with email
  • Free forever for core features
  • 14 day trial for premium features & apps

Supported triggers and actions

    • TypeRequired

    Trigger
    Instant
    Try It
    • Template

    • Include Engagement DataRequired

    • Include PDF Copy of Engagement

    Trigger
    Instant
    Try It
    • Template

    Trigger
    Instant
    Try It
    • Pdf Template

    Trigger
    Instant
    Try It
hubly-1 logo
hubly-1 logo

About Hubly

Hubly is a tool built for financial advisors to scale high-touch client services and track every stage of their client service calendar.

Related categories

  • Productivity
precisefp logo
precisefp logo

About PreciseFP

PreciseFP is a data management platform that helps with your data-gathering process and automates your administrative work.
Learn more

Related categories

  • Forms & Surveys

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
formatter logo
formatter logo

About Formatter by Zapier

Data isn't always in the format you need. Perhaps a date is in International format, but your app needs it in American format. Or maybe you need to Title Case a subject, truncate text for a Tweet, or turn Markdown text into HTML for your blog. Zapier's Formatter tool can help.
Learn more

Related categories

  • Documents
  • Zapier