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 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.