Precise Petcare and Salesflare
How to connect Precise Petcare
- Via Zapier — 26 operations available. Set it up ↗
What you can automate
- When client Status Manually Changed in Precise Petcare, find or create account, then find or create contact, then add contact to account in Salesflare.
- When invoice Paid in Precise Petcare, create opportunity, then find or create contact in Salesflare.
- When new Client in Precise Petcare, find or create account, then find or create contact, then add contact to account in Salesflare.
- When updated Client in Precise Petcare, find or create account, then find or create contact, then add contact to account in Salesflare.
About Precise Petcare
Precise Petcare is a customizable management platform for pet care providers, offering scheduling, billing, client communication, and staff management.
Precise Petcare operations on Zapier
Triggers (20)
Start a workflow when this happens
- Client Lapsed (No Service in X Days) — Triggers when a client crosses the “no service in X days” threshold (behavioral lapse, not manual inactive).
- Client Status Manually Changed — Triggers when a client is manually set Active/Inactive (login-enabled toggle).
- Completed Visit — Triggers when a visit is marked completed.
- First Service Completed — Triggers once per client when their first service is completed (milestone day-slice by first service date).
- Invoice Overdue (Days) — Triggers when an invoice crosses overdue days (e.g., 7/14/30) based on Due Date.
Show 15 more triggers
- Invoice Paid — Triggers when an invoice transitions into Paid (based on invoice lastupdate).
- New Client — Triggers when a new client is created.
- New Message — Triggers when a new message is received.
- New Pet — Triggers when a new pet is added.
- New Rating — Triggers when a new rating is added.
- New Staff — Triggers when a new staff account is added.
- New Trip — Triggers when a new trip is added.
- New Visit — Triggers when a new visit is scheduled.
- Payment Failed / Returned — Triggers when a payment fails or is returned (decline/ACH return/chargeback/refund as tracked).
- Pet Care Journal Created — Triggers when a Pet Care Journal is created (optionally only when it has been sent to the client via “Save and Email Client”).
- Pet Care Journal Pending Approval — Triggers when a Pet Care Journal is Pending Approval (Require Journal Approval).
- Updated Client — Triggers when an existing client is updated.
- Updated Pet — Triggers when an existing pet is updated.
- Updated Visit — Triggers when an existing visit is updated.
- Visit Coverage at Risk (Starting Soon) — Triggers for visits with coverage risk in a configurable upcoming window.
Actions (6)
Things Salesflare can make it do
- Create Client — Creates a Client and optionally sends a portal invitation.
- Create Client and Invite — Creates a client and sends a portal invitation (always invites).
- Create Staff — Creates a staff account.
- Update Client — Updates core + Office Only client fields.
- Update Message Status — Marks a message as Read or Unread (no sending).
Show 1 more actions
- Update Staff — Updates a staff account.
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