Connect PreciseFP to Amplitude

Both apps 30PreciseFP 18Amplitude 12

• 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.

• Action
  Batch upload events

  Sends a batch of events to Amplitude in one call. Use this when you have many events to record at once rather than one at a time.

• Action
  Export event data

  Exports every event Amplitude recorded in a time window, as a zip archive of event data.

• Action
  Get cohort

  Returns one behavioral cohort's details, including its name, size and when it was last recalculated.

• Action
  Get event segmentation

  Counts how often an event happened over a date range, optionally split by a property or filtered to a segment of users.

• Action
  Get funnel analysis

  Runs a funnel over a series of events and returns how many users reached each step and how many dropped off.

• Action
  Get retention analysis

  Shows how many users came back and did something again after a starting event, over a date range.

• Action
  Get user properties

  Looks a user up in Amplitude and returns what Amplitude knows about them, including their Amplitude ID.

• Action
  Group identify

  Sets properties on a group in Amplitude, such as a company or team, so you can analyse behaviour by group.

• Action
  Identify user

  Sets properties on a user in Amplitude without recording an event, so later events are attributed with the new details.

• Action
  List cohorts

  Lists every behavioral cohort in the Amplitude project, with each cohort's name, size and owner.

• Action
  Send event

  Records a single event in Amplitude for a user, with optional event and user properties.

• Action
  Upload cohort

  Creates a cohort in Amplitude from a list of users you supply.

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