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.
- When this happens...New Form Engagement Completed
Triggers when a client or prospect completes an form engagement.
- automatically do this...Date / Time
Work with dates and times to change formatting or add/subtract time (with line-item support).
- then do this!Set Client Date
Provided a date, sets the selected client date.
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