Connect Precisely and Looping by Zapier to unlock the power of automation
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Choose a Trigger
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Choose an Action
How Zapier works
Zapier makes it easy to integrate Precisely with Looping by Zapier - no code necessary. See how you can get setup in minutes.
Select a trigger from Precisely
A trigger is an event that starts your Zap and runs the workflow. For example, with Precisely, a trigger could be "Contract Created."
Setup an action from Looping by Zapier
An action is what takes place after the automation is triggered. For example, with Looping by Zapier, the action could be "Create Loop From Line Items."
That’s it! You just connected Precisely to Looping by Zapier
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Customers who say using Zapier has made them better at their job
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Customers have created over 25 million Zaps on the platform
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The average user takes less than 6 minutes to set up a Zap
Connect Precisely and Looping by Zapier to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Automate your lead management and improve conversions
With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
Create more impactful campaigns with automation
Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
Provide world-class support with a little help from automation
Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
Automate your way to actionable, up-to-date data
The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
Resolve incidents faster with automation
Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Organization IdRequired
Try It- Organization IdRequired
Try It- Organization IdRequired
- Document IdRequired
- Organization IdRequired
- Template IdRequired
- Draft incomplete projectRequired
- TitleRequired
- External Reference Source
- External Reference Id
- Access permissionRequired
- Organization IdRequired
Try It- Organization IdRequired
- Project IdRequired
- TitleRequired
- Organization IdRequired
- Project IdRequired
- FileRequired
- FilenameRequired
- Organization IdRequired
- Project IdRequired
- MessageRequired
Learn how to automate Precisely on the Zapier blog
Learn how to automate Looping by Zapier on the Zapier blog
About Precisely
Precisely provides contract automation, e-signatures, streamlined approvals, digital archiving and smart reminders for all your contracts, all in the cloud.
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