When a PreciseFP Engagement Form is Completed, Create a SideDrawer, send a Content Package, create a Record, and upload the completed PreciseFP Engagement Form

“If you use PreciseFP to initiate the client engagement, this zap will automatically create a SideDrawer, send a Content Package that has other documents that need to be provided to a client, and also populates the SideDrawer with the newly completed PreciseFP Engagement Form.”