PreciseFP integrations
Use Nekton to connect PreciseFP with thousands of other services, and automate your day-to-day tasks. Describe what you want to automate in plain language, and Nekton AI will create automation for you.
Automate PreciseFP integrations with Nekton
Create automations that integrate PreciseFP with other services
Nekton AI can integrate PreciseFP with many online apps and tools.
Here are some popular integrations you can try to automate your PreciseFP workflows:
PreciseFP actions
Nekton can use any feature that is available in PreciseFP API.
Using our advanced AI, you can easily create custom automations for PreciseFP.
Here are some typical actions you can do in your automated workflows.
Create Account
Creates a new client or prospect account.
Find Account
Finds a client or prospect account.
Find or Create Account
Find or Create Account
Create Form Engagement
Engages a client or co-client with the desired form template.
Find Account by Id
Finds a client or prospect account by ID.
Find or Create Account
Find or Create Account
New Client/Prospect
Triggers when a Client or Prospect is created.
New Client/Prospect Staged in Pipeline
Triggers when a Client or Prospect is moved to a Pipeline Stage.
New Form Engagement Created
Triggers when a client or prospect is engaged with a form template.
New PDF Engagement Completed
Triggers when a Pdf Engagement is completed
New Client/Prospect Deleted
Triggers when a Client or Prospect is deleted.
New Form Engagement Completed
Triggers when a client or prospect completes an form engagement.
New Form Engagement Opened
Triggers when a client or prospect opens an form engagement.
New PDF Engagement Created
Triggers when a new PDF engagement is created.
About PreciseFP
PreciseFP is a data management platform that helps with your data-gathering process and automates your administrative work.