Zapier

Zapier provides easy automation for busy people. Zapier moves info between your web apps automatically, so you can focus on your most important work.

How does the integration work?

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.

Read more about it over at Zapier

"The time saving is…probably like 75% of the draw. When we tell our advisors, ‘You could do this without doing all of that,’ they’re like, ‘Sign me up!’"
Natalie White, WMCP®
AmeriFlex® Premier Concierge

See how The AmeriFlex Group has customized the PreciseFP platform to create a branded experience for each office, allowing them to scale efficiently while maintaining personalized service for their clients.