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Choose a Trigger

Choose an Action

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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 "New Client/Prospect" from PreciseFP.

Add your action

An action happens after the trigger—such as "Add a Collaborator to a SideDrawer" in SideDrawer.

You’re connected!

Zapier seamlessly connects PreciseFP and SideDrawer, 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.

- Type
  Required
Trigger
Instant
Try It
- Type
  Required
- Pipeline Stage
  Required
Trigger
Instant
Try It
- Template
Trigger
Instant
Try It
- Pdf Template
Trigger
Instant
Try It
- Type
  Required
- Related Team
- Client First Name
  Required
- Client Last Name
  Required
- Client Email
  Required
- Client Phone Number
- Co-Client First Name
- Co-Client Last Name
- Co-Client Email
- Co-Client Phone Number
Action
Write

- Template ID
  Required
- Authentication Method
- Account
  Required
- Contact
  Required
- Secondary Contact
  Required
- Send New Engagement Email
  Required
- Enable Periodic Email Reminders
  Required
- Enable Thank You Email
  Required
Action
Write
- Account Id
  Required
Action
Search

- Account Id
  Required
- Type
  Required
- Related Team
- Client First Name
  Required
- Client Last Name
  Required
- Client Email
  Required
- Client Phone Number
- Co-Client First Name
- Co-Client Last Name
- Co-Client Email
- Co-Client Phone Number
Action
Search or write
- Tenant ID
  Required
- SideDrawer ID
- Days since sent
  Required
- Minimum completion %
  Required
Trigger
Instant
Try It
- Plan Request Item Filter
  Required
Trigger
Instant
Try It
- Tenant
- SideDrawer Role
  Required
- Professional Relationship
  Required
Action
Write
- SideDrawer
  Required
Action
Write
- SideDrawer ID
  Required
- Select the Tile (Organizational Category) for this file
  Required
- Record name
- Who should receive this Request?
  Required
- Custom message for recipient
- When do you want to send this Simple File Request?
  Required
- Add a recurrence to your reminder?
Action
Write
- Tenant
  Required
Action
Write
- SideDrawer
  Required
- File Name
  Required
- File
  Required
Action
Write

- Type
  Required
Trigger
Instant
Try It
- Template
- Include Engagement Data
  Required
- Include PDF Copy of Engagement
Trigger
Instant
Try It
- Template
Trigger
Instant
Try It
- Pdf Template
Trigger
Instant
Try It
- Account
  Required
- Pipeline Stage
  Required
Action
Write
- Email Address
  Required
Action
Search
- Email Address
  Required
- Type
  Required
- Related Team
- Client First Name
  Required
- Client Last Name
  Required
- Client Email
  Required
- Client Phone Number
- Co-Client First Name
- Co-Client Last Name
- Co-Client Email
- Co-Client Phone Number
Action
Search or write
- Tenant ID
  Required
- SideDrawer ID
- Folder (Record) ID
Trigger
Instant
Try It
- Tenant ID
  Required
- SideDrawer ID
Trigger
Instant
Try It
- SideDrawer
  Required
- Collaborator Email
  Required
- Collaborator First Name
- Collaborator Last Name
- SideDrawer Role
  Required
- Professional Relationship
  Required
Action
Write
- Tenant ID
  Required
- SideDrawer ID
  Required
- External ID Name
  Required
- External ID
  Required
- Skip duplicate external IDs?
  Required
Action
Write
- SideDrawer Id
  Required
- Reminder name
  Required
- Who should receive this Reminder?
  Required
- Custom message for recipient
  Required
- When do you want to send this Reminder?
  Required
- Add a recurrence to your reminder
Action
Write
- Tenant
  Required
Action
Write
- Tenant
  Required
Action
Write

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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 PreciseFP and SideDrawer 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.

Make work flow with AI

Level up your PreciseFP to SideDrawer integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About PreciseFP

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

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Related categories

Forms & Surveys

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Zapier Interfaces

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

About SideDrawer

SideDrawer is a collaborative digital vault platform designed for efficiency & privacy.

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