What is Zapier?
Zapier is a no-code automation platform that connects your favorite apps so they can work together automatically. It allows you to create “Zaps” — automated workflows made up of a trigger (an event that starts the automation) and one or more actions (what happens next in another app). This means less manual data entry, fewer errors, and more time focused on what matters.
Why Zapier is Powerful for Financial Advisors
As a financial advisor, you likely use multiple tools for client onboarding, data gathering, compliance, and follow-ups. Zapier helps you eliminate the gaps between those tools by automatically passing data and triggering workflows. With Zapier, you can:
Seamlessly sync contact information and task status across platforms
Reduce repetitive admin work
Ensure no client falls through the cracks during onboarding or reviews
Automate time-sensitive follow-ups and compliance processes
Learn more about getting started with Zapier by checking our these resources:
If you are struggling if Zapier, you can consult AI systems like ChatGPT or Claude to help you create, troubleshoot, and optimize your Zapier workflows. Whether you need help structuring a Zap, formatting dates, mapping fields between apps, or writing filter logic, AI tools can walk you through step-by-step. They’re especially useful for translating your process into automation-friendly logic and fixing issues when things aren’t working as expected.
Leveraging Zapier to Connect Hubly and PreciseFP
By integrating Hubly and PreciseFP through Zapier, you can create a fully automated client experience — from intake to workflow management and annual compliance. Our pre-built templates make it easy to get started with just a few clicks.
Browse the full template library here:
Best Practices & Overview of Hubly + PreciseFP Zap Templates
Here are the 6 recommended templates, each designed for real-world advisory workflows:
🔁 1. Launch a Hubly Workflow When a PreciseFP Form Is Completed
Trigger: New Form Engagement Completed in PreciseFP
Action: Assign Client to Workflow in Hubly
Use Case: Trigger onboarding, ADV updates, or review workflows as soon as a form is completed.
📅 2. Assign a Hubly Workflow 12 Months After a Form Is Completed
Trigger: New Form Engagement Completed in PreciseFP
Action: Delay for 12 Months → Assign Client to Workflow in Hubly
Use Case: Automate recurring processes like annual fact finders or compliance follow-ups.
📌 3. Set a Client Date in Hubly When a PreciseFP Form Is Completed
Trigger: New Form Engagement Completed in PreciseFP
Action: Set Client Date in Hubly
Use Case: Log the completion date of a form (e.g., ADV or Risk Profile) so Hubly automations can track re-engagement timelines.
📈 4. Assign a Hubly Workflow Based on Pipeline Stage in PreciseFP
Trigger: New Client/Prospect Stage in PreciseFP Pipeline
Action: Find or Create Client → Assign Client to Workflow in Hubly
Use Case: Move clients through workflows based on pipeline stage changes (e.g., “Discovery Complete”).
➕ 5. Create a Client in Hubly When a New Prospect or Client Is Added to PreciseFP
Trigger: New Client/Prospect in PreciseFP
Action: Create Client in Hubly
Use Case: Ensure every new contact is instantly available in Hubly for next steps.
🔄 6. Assign a Workflow in Hubly Based on Completed Task in Hubly
Trigger: Task Completed in Hubly
Action: Launch Form Engagement in PreciseFP
Use Case: Seamlessly follow up a completed Hubly task with a corresponding PreciseFP form request (e.g., onboarding form).
Tips & Best Practices
Use consistent naming for workflows and forms to simplify Zap mapping.
Use Zapier’s Formatter tool to ensure dates are in
YYYY-MM-DDformat when setting Hubly client dates.Leverage Zapier delays for automated future touchpoints (e.g., 6 or 12 months).
Map email addresses consistently across both platforms to ensure smooth data matching.
Need Help?
If you'd like help setting up your Zaps or customizing one for your workflow, don’t hesitate to contact our support team. We're happy to guide you through it.