Use Zapier as a bridge to send data to another application that PreciseFP does not integrate with directly and more.

Updated over a week ago

How the integration works

Zapier is a web automation app. With Zapier you can build Zaps which can automate parts of your business or life. A Zap requires at least a trigger (the event that occurs) and an action (what should happen). The trigger and the action are usually in different applications.

PreciseFP supports several triggers and actions related with client/prospect accounts and engagements.

A list of integrations with Zapier can be found here:


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