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