Forms & Surveys > PreciseFP
PreciseFP is a data management platform that helps with your data-gathering process and automates your administrative work.
Forms & Surveys
PreciseFP
PreciseFP is a data management platform that helps with your data-gathering process and automates your administrative work.
Forms & Surveys
DataScope
DataScope Forms is a mobile solution to automate your operation. Collect data offline, manage
field teams and share business insights.
Integrations
New Client/Prospect (Legacy)
Triggers when a Client or Prospect is created. (LEGACY).
New Client/Prospect
Triggers when a Client or Prospect is created.
New Client/Prospect Deleted
Triggers when a Client or Prospect is deleted.
New Form Closed (Legacy)
Triggers when account form is closed.
New Form Field Saved (Legacy)
Triggers when account form field was saved.
New Form Opened (Legacy)
Triggers when account form was opened.
New Form Sent (Legacy)
Triggers when a new form is sent.
Recent Accounts (Internal)
Get Recent Accounts.
New Client/Prospect Staged in Pipeline
Triggers when a Client or Prospect is moved to a Pipeline Stage.
Get Dataset (Legacy)
Fetches all available fields in the dataset.
New Engagement Completed
Triggers when a client or prospect completes an engagement.
New Engagement Created
Triggers when a client or prospect is engaged.
New Engagement Opened
Triggers when a client or prospect opens an engagement.
New Client/Prospect Field Saved (Legacy)
Triggers when a Client/Prospect field is updated.
Get Field Types (Legacy)
Fetches the available field types.
Get Form Template FIelds (Legacy)
Get available form template fields.
Account Members (Internal)
Get members of one account.
Get Pipeline Stages
Get available pipeline stages.
Get Templates
Get available templates.
Get User
Fetch the current authenticated user.
Create Account
Creates a new client or prospect account.
Create Engagement
Engages a client or co-client with the desired template.
Find Account
Finds a client or prospect account.
Find Account by Id
Finds a client or prospect account by ID.
Export results to different platforms
Get the results in Excel, PDF or integrating with our API
