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How the integration works?

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