Connect PreciseFP and Pushbullet

Both apps 40PreciseFP 18Pushbullet 22

• 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.

• Trigger
  New Push

  Polling trigger: fires for each new push received, ordered by modified time.

• Action
  Create Device

  Create a new device on your Pushbullet account.

• Action
  Create Push

  send a push (note, link, or file)

• Action
  Create Subscription

  Subscribe to a channel by its channel tag.

• Action
  Delete All Pushes

  delete all pushes

• Action
  Delete Chat

  Delete a chat by iden.

• Action
  Delete Device

  Delete a device by iden.

• Action
  Delete Push

  Delete a push by iden.

• Action
  Delete Subscription

  Unsubscribe from a channel by subscription iden.

• Action
  Get Channel Info

  Get information about a channel by its tag.

• Action
  Get Current User

  Get information about the authenticated Pushbullet user.

• Action
  List Chats

  List the chats (people you've pushed to) on your account.

• Action
  List Devices

  List the devices on your Pushbullet account.

• Action
  List Pushes

  List pushes, optionally only active and modified after a timestamp.

• Action
  List Subscriptions

  List the channels you are subscribed to.

• Action
  Request File Upload

  request authorization to upload a file

• Action
  Send a Link

  Push a link (title + body + url) to a device, email, channel, or all your devices.

• Action
  Send a Note

  Push a note (title + body) to a device, email, channel, or all your devices.

• Action
  Update Chat

  update a chat (mute)

• Action
  Update Device

  update a device

• Action
  Update Push

  Mark a push as dismissed.

• Action
  Update Subscription

  update a subscription (mute)

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