Precise FP integration
PreciseFP is an automated data management platform that enables you to gather, store and securely distribute client information online.
What your agents can do with Precise FP
4 pre-built Precise FP tool steps, ready to drop into any agent. Anything they do not cover, an agent can reach with an authenticated API call.
Actions (1)
Create Account
Create a new account.
Triggers (3)
New PDF Engagement
Trigger when a new PDF engagement is created.
New Form Engagement Completed
Trigger when a new form engagement is completed.
New Account Created
Trigger when a new account is created.
Set up Precise FP in Relevance AI
Do this once. Every agent in your workspace can then use the connection.
Create a Relevance AI account
Sign in, or create a free account. You do not need to be a developer to set this up.
Connect your Precise FP account
In Relevance AI, open Integrations and add Precise FP, then paste your API key. You will find it in your Precise FP account settings.
Use Precise FP in an agent
Create a tool, add a Precise FP tool step, and connect it to an agent. The agent fills in the step's inputs each time it runs.
Put Precise FP to work in your agents
Connect Precise FP alongside 1,800+ other integrations and let your agents run the busywork.