Connect PreciseFP and Typeform

Both apps 39PreciseFP 18Typeform 21

• 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 Form Response

  Polling trigger: fires for each new completed form submission. Polls the responses endpoint and dedups by response token.

• Action
  Create Form

  Create a new form. Provide the full form definition object (title, fields, etc.).

• Action
  Create or Update Webhook

  Create or update a webhook on a form. Set url, enabled, and optional secret/verify_ssl.

• Action
  Create Theme

  Create a new theme (name, colors, font, etc.).

• Action
  Create Workspace

  Create a new workspace with the given name.

• Action
  Delete Form

  Permanently delete a form by its form ID.

• Action
  Delete Theme

  Delete a theme by its ID.

• Action
  Delete Webhook

  Delete a webhook from a form by its tag.

• Action
  Delete Workspace

  Delete a workspace by ID.

• Action
  Get Account

  Retrieve the authenticated user's account/profile (/me).

• Action
  Get Form

  Retrieve a single form definition by its form ID.

• Action
  Get Theme

  Retrieve a single theme by its ID.

• Action
  Get Webhook

  Retrieve a single webhook on a form by its tag.

• Action
  Get Workspace

  Retrieve a single workspace by ID.

• Action
  List Forms

  Retrieve all forms in your Typeform account (paginated).

• Action
  List Images

  Retrieve all images in your account image library.

• Action
  List Responses

  Retrieve responses (submissions) for a form, with optional filters (completed, since, until, page_size).

• Action
  List Themes

  Retrieve all themes in your account (paginated).

• Action
  List Webhooks

  List all webhooks configured on a form.

• Action
  List Workspaces

  Retrieve all workspaces in your account (paginated).

• Action
  Update Form

  Replace an existing form definition (full PUT) by form ID.

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