Connect Geekbot and PreciseFP

Both apps 36Geekbot 18PreciseFP 18

• Trigger
  New Report

  Triggers when a new standup report is submitted in Geekbot.

• Action
  Add out-of-office period

  Schedules an out-of-office period for you or, if you are an admin, for another team member, covering whole days from the start date to the end date.

• Action
  Add poll

  Creates a one-shot Geekbot poll that posts a question with answer choices to a channel.

• Action
  Add standup

  Creates a new Geekbot standup with its questions, schedule and broadcast channel.

• Action
  Delete report

  Deletes a standup report you authored, removing its broadcast message if one was posted.

• Action
  Delete standup

  Deletes a standup and returns the details of the standup that was removed. You must have permission to edit the standup.

• Action
  Get current user

  Returns the user who owns the connected API key, along with the team they belong to.

• Action
  Get poll

  Returns one poll you created, including its schedule, channel, members and optionally its questions.

• Action
  Get report

  Returns one submitted standup report, including who posted it, when, and the answer to each question.

• Action
  Get standup

  Returns one standup by id, including its schedule, members, broadcast settings and optionally its questions.

• Action
  List out-of-office periods

  Returns out-of-office periods for the team members you can view, ordered by start date, optionally narrowed by users, standups or a date window.

• Action
  List polls

  Returns the active and paused polls you created in Geekbot, optionally filtered by state, channel, anonymity or creation date.

• Action
  List poll votes

  Returns the vote results for a poll, grouped by broadcast and question. Without a date range it covers only the latest broadcast.

• Action
  List reports

  Returns submitted Geekbot standup reports within a time window, optionally filtered by standup or user.

• Action
  List standups

  Returns the active and paused standups visible to the connected user, with optional filters for state, anonymity, channel and creation date.

• Action
  List teams

  Returns the Geekbot team tied to the connected API key, including its users who take part in at least one standup visible to the connected user.

• Action
  Start Report

  Starts a standup immediately so its report questions go out, either to all of its participants or only to the users or emails you name. Returns the vendor's confirmation that the standup was queued.

• Action
  Update standup

  Updates a standup's name, schedule, questions, channel and participants. Returns the updated standup.

• Trigger
  New Client/Prospect

  Triggers when a new client or prospect account is created in PreciseFP.

• Trigger
  New Client/Prospect Staged in Pipeline

  Triggers when a PreciseFP client or prospect account is moved to a pipeline stage.

• Trigger
  New Form Engagement Completed

  Triggers when a client or prospect completes a PreciseFP form engagement.

• Trigger
  New Form Engagement Created

  Triggers when a client or prospect is sent a new PreciseFP form engagement.

• Trigger
  New Form Engagement Opened

  Triggers when a client or prospect opens a PreciseFP form engagement.

• Trigger
  New PDF Engagement Completed

  Triggers when a PreciseFP PDF engagement is completed (closed).

• Trigger
  New PDF Engagement Created

  Triggers when a new PreciseFP PDF engagement is created.

• Action
  Close Form Engagement

  Closes a PreciseFP form engagement so the client can no longer edit it.

• Action
  Create Account

  Creates a new PreciseFP client or prospect account with its main client contact.

• Action
  Create Form Engagement

  Sends a PreciseFP form template to an account's client or co-client as a new form engagement.

• Action
  Create Person

  Adds a person (such as a child or dependent) to a PreciseFP account's household.

• Action
  Delete Account

  Deletes a PreciseFP client or prospect account. PreciseFP asks for your login password to confirm the deletion.

• Action
  Find Account

  Searches PreciseFP client and prospect accounts by name or email and returns the matching accounts.

• Action
  Find Account by Id

  Returns a PreciseFP client or prospect account by its ID, including the client, co-client and pipeline stage.

• Action
  Get Form Engagement Data

  Returns the answers a client entered in a PreciseFP form engagement, one entry per field.

• Action
  List Form Templates

  Returns the form templates available to the connected PreciseFP user.

• Action
  Move the Account to a Pipeline Stage

  Moves a PreciseFP client or prospect account to the chosen pipeline stage.

• Action
  Update Account

  Updates a PreciseFP client or prospect account's type and main client details.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.