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.
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