Precisely and Salesflare
How to connect Precisely
- Via Zapier — 16 operations available. Set it up ↗
What you can automate
- When new Task in Salesflare, add Reminder to a Document in Precisely.
About Precisely
Precisely provides contract automation, e-signatures, streamlined approvals, digital archiving and smart reminders for all your contracts, all in the cloud.
Precisely operations on Zapier
Triggers (3)
Start a workflow when this happens
- Contract Created — Triggers when a new contract is created for an organization.
- Contract Project Created — Triggers when a new contract project is created for an organization.
- Contract Signed — Triggers when a contract is signed by all signees.
Actions (9)
Things Salesflare can make it do
- Add Metadata Point to a Document — Adds a metadata point to a document.
- Add Reminder to a Document — Adds a reminder to a document.
- Add Signee to Project — Adds a signee to all contracts for a project.
- Add Signee to a Contract — Adds a signee to a contract.
- Create Contract From Template — Creates a contract project from a template.
Show 4 more actions
- Create Document — Adds a document to a project.
- Send a Contract for Signing — Sends a contract out for signing to all signees.
- Send a Project for Signing — Sends every contract in a project out for signing to all signees.
- Upload PDF to Project — Upload PDF to Project.
Searches (4)
Look up existing records
- Find Metadata Points for a Document — Finds metadata points for a document.
- Find a Contract Project — Finds a contract project for an organization.
- Find a Document — Finds a document for an organization.
- Find a Template — Finds a template for an organization.
Similar apps
Google Docs Online word processor.
Formatter by Zapier Data isn't always in the format you need. Perhaps a date is in International format, but your ap…
PandaDoc Create, manage and e-Sign docs with ease
PDF.co PDF.co is a set of tools for PDF file and data extraction. Get CSV out of pdf, spreadshets, barc…
Google Slides Google Slides allows you to create, edit, and share presentations with anyone, online, for free.
Superhuman Docs Superhuman Docs is an AI-native app where anyone can write, track, and build—no technical skills…
Not using Salesflare yet?
Salesflare is a CRM for small and medium-sized B2B businesses — it fills itself in automatically so your team actually keeps it up to date.
Try it for free