Connect Jumpseller and PreciseFP

Both apps 41Jumpseller 23PreciseFP 18

• Trigger
  Customer Created

  Triggers when a new customer registers into the store.

• Trigger
  Customer Updated

  Triggers when a customer is updated.

• Trigger
  Order Paid

  Triggers when a new order is paid.

• Trigger
  Order Updated

  Triggers when an order status is updated (from an initial "pending payment" to either a "paid", "canceled" or "abandoned" status).

• Trigger
  Product Created

  Triggers when a new product is created.

• Trigger
  Product Updated

  Triggers when a product is updated.

• Action
  Add Category

  Create a new Category.

• Action
  Add Customer

  Adds a new customer to your Jumpseller store.

• Action
  Create Product

  Creates a Product

• Action
  Create Product Variant

  Creates a new Product Variant

• Action
  Delete Customer

  Delete an existing Customer.

• Action
  Delete Product

  Delete an existing Product.

• Action
  Find Customer From Email

  Finds a customer in your Jumpseller store by their email address.

• Action
  Find Product

  Finds a Jumpseller Product, returning the full product details (including its variants)

• Action
  Find Product From SKU

  Finds a product given a SKU, ID or Barcode

• Action
  Get Customer

  Retrieve a single Customer by id.

• Action
  Get Product

  Retrieve a single Product by id.

• Action
  List Categories

  Retrieve all Categories.

• Action
  List Customers

  Retrieve all Customers.

• Action
  List Products

  Retrieve all Products in the store.

• Action
  Update Customer

  Updates an existing customer in your Jumpseller store.

• Action
  Update Product

  Updates a Product

• Action
  Update Product by SKU

  Updates a product given a SKU

• 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.