Connect PreciseFP and Zamzar

Both apps 29PreciseFP 18Zamzar 11

• 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 Conversion Job

  Triggered when a new conversion job is created in your Zamzar account.

• Trigger
  New File

  Triggered when a new file appears in your Zamzar account, whether uploaded or produced by a conversion.

• Action
  Convert File

  Starts a Zamzar conversion job that converts a file you supply into another format. Returns the new job with its id and status so you can check on it or collect the converted file later.

• Action
  Create Content File

  Creates a file on Zamzar from text content you supply, so it can be converted or downloaded later. Returns the stored file with its id, name and size.

• Action
  Delete conversion job

  Deletes a conversion job from Zamzar. Returns the job that was removed.

• Action
  Delete file

  Deletes a file stored on Zamzar. Returns the file that was removed.

• Action
  Find Converted File

  Looks through the files stored on Zamzar and returns the ones whose name matches the text you supply. Use it to locate a converted file after a conversion job has finished.

• Action
  Get conversion job

  Returns a single Zamzar conversion job, including its current status and any converted files it produced.

• Action
  Get file

  Returns the details of a single file stored on Zamzar, including its name, format and size.

• Action
  List conversion jobs

  Returns the conversion jobs in your Zamzar account, most recent first.

• Action
  List formats

  Returns every source format Zamzar can convert from, along with the target formats each one can be converted into.

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