Precisely Integrations

Name: Zapier
Availability: InStock

Put Precisely to work with AI and enterprise-grade automation

Automate smarter with Precisely and scale with confidence. Zapier is built for enterprise-grade security, compliance, and performance.

Start free with email

Continue with Google

Start free with email

Continue with Google

No-code AI automation
Full audit trails and controls
SOC 2 and GDPR compliant
Easy visual workflow builder
9,000+ apps, 450+ AI tools
Free tier available

Or pick an app to pair with

Google Forms (Legacy)

Forms & Surveys, Google

Tally

Forms & Surveys

Google Forms

Forms & Surveys, Google

Google Sheets

Google, Spreadsheets

Podio

Project Management

Wix

Website Builders

Google Drive

File Management & Storage, Google

Microsoft Outlook

Calendar, Email, Microsoft

Microsoft Excel

Microsoft, Spreadsheets

Google Forms (Legacy)

Forms & Surveys, Google

Tally

Forms & Surveys

Google Forms

Forms & Surveys, Google

Google Sheets

Google, Spreadsheets

Podio

Project Management

Wix

Website Builders

Google Forms (Legacy)

Forms & Surveys, Google

Tally

Forms & Surveys

Google Forms

Forms & Surveys, Google

Google Sheets

Google, Spreadsheets

Podio

Project Management

Wix

Website Builders

Google Drive

File Management & Storage, Google

Microsoft Outlook

Calendar, Email, Microsoft

Microsoft Excel

Microsoft, Spreadsheets

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Launch your first automated workflow

Create contracts from templates in Precisely from new Google Sheets rows
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Google Sheets + Precisely
Create contracts in Precisely and send them for signing when Pipedrive deals match filters
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Pipedrive + Precisely
Get Slack notifications when new Precisely contracts are signed
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Precisely + Slack
Create contracts in Precisely and send them for signing when new LimeGO deals are won
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LIME Go + Precisely
Save new signed Precisely contracts to Dropbox
Details
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Precisely + Dropbox
Save new signed Precisely contracts in Box
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Precisely + Box

Create contracts from templates in Precisely from new Google Sheets rows

Details

Try it

Google Sheets + Precisely

Create contracts in Precisely and send them for signing when Pipedrive deals match filters

Details

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Pipedrive + Precisely

Get Slack notifications when new Precisely contracts are signed

Details

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Precisely + Slack

Create contracts in Precisely and send them for signing when new LimeGO deals are won

Details

Try it

LIME Go + Precisely

Save new signed Precisely contracts to Dropbox

Details

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Precisely + Dropbox

Save new signed Precisely contracts in Box

Details

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Precisely + Box

Create Precisely contracts and send them for signing when new Typeform entries are made

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Typeform + Precisely

Create contracts in Precisely and send them for signing when new entries are made in Google Form

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Google Forms + Precisely

Create Precisely contracts when new Clio matters are created

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Clio + Precisely

Create Precisely contracts and send them for signing when Recruitee candidates are moved to new stages

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Recruitee + Precisely

Export Precisely end date metadata to Google Calendar after new Precisely contracts are signed

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Precisely + Google Calendar

Create Xero invoices when new Precisely contracts are signed

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Precisely + Xero

Create Precisely contracts and send them for signing when new Typeform entries are made
Details
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Typeform + Precisely
Create contracts in Precisely and send them for signing when new entries are made in Google Form
Details
Try it
Google Forms + Precisely
Create Precisely contracts when new Clio matters are created
Details
Try it
Clio + Precisely
Create Precisely contracts and send them for signing when Recruitee candidates are moved to new stages
Details
Try it
Recruitee + Precisely
Export Precisely end date metadata to Google Calendar after new Precisely contracts are signed
Details
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Precisely + Google Calendar
Create Xero invoices when new Precisely contracts are signed
Premium
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Precisely + Xero

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

- 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

For builders

Let your AI safely access Precisely

Go beyond Zap workflows. Install Zapier in your AI to call Precisely actions directly from your agents—with governance built in. Authenticate once. Revoke access anytime.

No code

Call actions in natural language with Zapier MCP

Act in Precisely from your AI—no exposed credentials, and you control which actions your AI can touch. One install covers 9,000+ other apps.

Example actions on this page

Create Document
Add Metadata Point to a Document

Works with

Claude · ChatGPT · Cursor · Any MCP-compatible AI

Install Zapier MCP

Code

Work in code with the Zapier SDK

Expose Precisely actions from backend services, scripts, or agent code. Zapier handles the OAuth and scoped permissions. Access 9,000+ apps, plus thousands more with .fetch().

Install

npm install @zapier/zapier-sdk
npm install -D @zapier/zapier-sdk-cli
zapier-sdk login
# create a Precisely connection @ https://zapier.com/ja/app/assets/connections

Run an action

// Typescript
import { createZapierSdk } from "@zapier/zapier-sdk";

const zapier = createZapierSdk();

const { data: connection } = await zapier.findFirstConnection({ app: "precisely", owner: "me" });

await zapier.runAction({
  app: 'precisely',
  action: 'document',
  connection: connection.id,
  input: {
    {inputKeyValuePairs}
  },
});

Open the SDK docs

Direct API calls to raw endpoints through fetch are not yet subject to org-level app and action restrictions.

Precisely Help & Support

Common questions

Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

About Precisely

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

HelpHelp

Related categories

Documents

Precisely Integrations

Put Precisely to work with AI and enterprise-grade automation

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Create contracts from templates in Precisely from new Google Sheets rows

Create contracts in Precisely and send them for signing when Pipedrive deals match filters

Get Slack notifications when new Precisely contracts are signed

Create contracts in Precisely and send them for signing when new LimeGO deals are won

Save new signed Precisely contracts to Dropbox

Save new signed Precisely contracts in Box

Create contracts from templates in Precisely from new Google Sheets rows

Create contracts in Precisely and send them for signing when Pipedrive deals match filters

Get Slack notifications when new Precisely contracts are signed

Create contracts in Precisely and send them for signing when new LimeGO deals are won

Save new signed Precisely contracts to Dropbox

Save new signed Precisely contracts in Box

Create Precisely contracts and send them for signing when new Typeform entries are made

Create contracts in Precisely and send them for signing when new entries are made in Google Form

Create Precisely contracts when new Clio matters are created

Create Precisely contracts and send them for signing when Recruitee candidates are moved to new stages

Export Precisely end date metadata to Google Calendar after new Precisely contracts are signed

Create Xero invoices when new Precisely contracts are signed

Create Precisely contracts and send them for signing when new Typeform entries are made

Create contracts in Precisely and send them for signing when new entries are made in Google Form

Create Precisely contracts when new Clio matters are created

Create Precisely contracts and send them for signing when Recruitee candidates are moved to new stages

Export Precisely end date metadata to Google Calendar after new Precisely contracts are signed

Create Xero invoices when new Precisely contracts are signed

Let your AI safely access Precisely

Call actions in natural language with Zapier MCP

Work in code with the Zapier SDK

Precisely Help & Support

Common questions

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Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

Popular Precisely Integrations

Popular Precisely Integrations

Connect Your App Accounts to Zapier