Connect PreciseFP to Evernote

Both apps 31PreciseFP 18Evernote 13

• 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
  Create Note

  Creates a new empty note in Evernote, optionally in a chosen notebook and with tags. Use Edit Note to add body content.

• Action
  Create Notebook

  Creates a new Evernote notebook.

• Action
  Create Tag

  Creates a new Evernote tag.

• Action
  Create Task

  Creates a task inside an Evernote note.

• Action
  Delete Note

  Moves an Evernote note to the trash.

• Action
  Edit Note

  Changes an Evernote note: renames it and/or appends, prepends or replaces part of its body.

• Action
  Get Note

  Returns one Evernote note by its ID, including title, body, notebook, tags, tasks and timestamps.

• Action
  Search Notebooks

  Finds Evernote notebooks by name, or lists all notebooks.

• Action
  Search Notes

  Finds Evernote notes using Evernote's search syntax and returns their IDs, titles and snippets.

• Action
  Search Tags

  Finds Evernote tags by name, or lists all tags.

• Action
  Search Tasks

  Finds Evernote tasks you own or are assigned to, filtered by status, due date, priority and text.

• Action
  Update Note Tags

  Adds and/or removes tags on one or more Evernote notes.

• Action
  Update Task

  Marks an Evernote task completed or open, or changes its label, due date, priority, flag or description.

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