Connect KonnektiveCRM and PreciseFP

Both apps 35KonnektiveCRM 17PreciseFP 18

• Trigger
  New Customer

  Triggers when a new customer is created in Konnektive.

• Trigger
  New Order

  Triggers when a new order is completed in Konnektive. If QA is active, the order must be approved first.

• Trigger
  New Transaction

  Triggers when a new payment transaction is created in Konnektive.

• Action
  Add Customer Note

  Adds a note to a Konnektive customer's history.

• Action
  Cancel Order

  Cancels a Konnektive order.

• Action
  Cancel Purchase

  Cancels a Konnektive subscription purchase.

• Action
  Create a Complete Order

  Creates and charges a complete order for one campaign product in Konnektive.

• Action
  Create a Complete Order (With Line Item Support)

  Creates and charges a complete order with up to five product lines in Konnektive.

• Action
  Create Partial Order

  Creates a partial order (a lead) in Konnektive, which can later be completed into a sale.

• Action
  Find Customers

  Finds Konnektive customers by ID, email, phone or name within a creation date range.

• Action
  Find Orders

  Finds Konnektive orders by order ID, customer email, status, campaign or date range.

• Action
  Find Purchases

  Finds Konnektive subscription purchases by purchase, customer, order, email, status or date range.

• Action
  Find Transactions

  Finds Konnektive payment transactions by customer, order, purchase, result, type or date range.

• Action
  List Campaigns

  Lists the campaigns in a Konnektive CRM.

• Action
  Refund Order

  Refunds a Konnektive order, fully or by a set amount.

• Action
  Update Customer

  Updates a Konnektive customer's name, contact details and billing address.

• Action
  Update Fulfillment

  Updates a Konnektive order's fulfillment status, carrier and tracking number.

• 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.

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