Zapier Integration
complete
Adam Smith
The
Precise Petcare Zapier integration
is now publicly available on the Zapier App Directory!Zapier allows you to connect Precise Petcare to thousands of other apps — automating routine tasks and reducing manual data entry between platforms.
Available Triggers
- New Client- Detects newly added client profiles
- Client Updated- Detects updates to existing client profiles
- New Pet- Detects newly added pet profiles
- Pet Updated- Detects updates to pet profiles
- New Rating- Detects newly created client or staff ratings
- New Staff- Detects newly added staff accounts
- New Visit- Detects newly created visits
- Visit Updated- Detects updates to existing visits
- Completed Visit- Detects when a visit is marked completed
- New Trip- Detects newly added trips
- New Message- Detects newly received messages
Available Actions
- Create Client- Creates a new client profile in Precise Petcare when a client is added in another connected app
Currently, this action supports syncing basic client information (name, address, phone, email). Additional fields may be added in future updates.
Getting Started
- Go to Zapier's Precise Petcare Integration.
- Connect your Precise Petcare account using your login credentials.
- Create a "Zap" with your desired trigger and action.
If you're new to Zapier, see their Quick Start Guide for help building your first automation.
What's Next
We're actively expanding available triggers and actions based on user feedback. If you have requests for new ones, share them here.
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Adam Smith
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T
Tom Henaghan
I believe this has been brought up here before but wanted to throw it back out there. The Create Client action is pretty limited in it's usefulness without also being able to send the client an invite. Is that something we may see added? Would be very helpful to build a zapier workflow that would trigger creating the client AND sending them an invite to the system.
As we all onboard far more clients than walkers, the client invite is the more important, but being able to create a walker and send them an invite would be super helpful as well.
Kaitlyn Argiro
It is currently only giving the option to trigger "create client" no matter what the event is.
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Tom Henaghan
Having a lot of trouble with zap run consistency on the Visit Updated trigger in v1.0.1. I've got an open support ticket to find out if this is possibly a Zapier issue, but figured I'd post it here too.
When testing the Zap, the visit in Precise that I update posts 2 minutes (or less) into Zapier, runs through the rest of the workflow and everything works flawlessly. I can it to work every single time I manually TEST the zap in draft mode. Hasn't failed once.
However, the numerous times I’ve tested the PUBLISHED version of this ZAP, it has never correctly pulled through the updated record. It’s not that the records are being filtered or that there is an error with the zap, the records just aren't there.
When comparing my Precise account's activity log with the zap run history, there are several dozen (or more) records just yesterday that aren't showing up. Screenshots below showing that there were a total of 78 cancelled visits in Precise on Sat. 5/31, yet our Zap Run history shows the last cancelled record that was processed was @ 12:03pm on Friday 5/30.
I'm not sure if there is some kind of limit on the number of records that Zapier can process in a certain amount of time, or if the issue is on the number of records that Precise can push through in that same amount of time. But there is a bottleneck on one side or the other that's keeping records from hitting the trigger.
Has anybody had this same issue?
T
Tom Henaghan
Adam Smith Has anybody else reported this issue? Still happening for me, no matter what I do I can't get the Visit Updated trigger to process when it's live. It works every single time when I test it in Zapier, hasn't failed once. But when the zap is published, it never works as it should. Happy to show other screenshots or details if they'd be helpful, just let me know.
Kristin Skelton
Would a new trip added to the system be able to be a trigger?
Adam Smith
Kristin Skelton: Possibly. Can you explain how you would utilize that?
Kristin Skelton
Adam Smith So I am looking at a way to automate a confirmation/reminders email to go out 2 days before the first day of a trip and also to set up a task for a phone confirmation and also set up a request for review 3 days after the end of a trip. Right now we manually invoice trips and bill 2 days before/due on the date of departure and then we tag first and last visits so trying to figure out the right trigger to automate those two reminders.
Adam Smith
Kristin Skelton: There is now a trigger for new Trips. Make sure you're using 1.0.1
Kristin Skelton
Could we also Zap inside Precise, like a new client is created from the CRM and then a standard email with the invite is triggered?
Adam Smith
Kristin Skelton: You can create a client inside the system from the CRM. The Invite would still need to be done from the system.
Kristin Skelton
Could I Zap into SendJim when I add a new employee? We do neighbor mailings when we add someone to the team.
Adam Smith
Kristin Skelton: This is now possible using the 1.0.1 version of the Zapier integration. I will migrate existing Zaps to this new version once it gets more testing, but for now you'll need to connect to 1.0.1 under App Connections and use that.
Kristin Skelton
Hi. We are looking at using PetBizCRM and was wondering if this integration would allow, 1. when a client books a new client consultation can the system sent up a profile and send an invite? and 2. is there a way to integrate the review request system... for example could we send a request for review 3 days after the conclusion of a trip... which for us would be when the visit has a certain tag. Thanks.
J
Jakob Senneville
Adam Smith
LOVE this!!
Would it be possible to make this part of the Zapier program so we can use our VoIP?
- On my way
- journals that get completed
- SMS to client
Michelle Giles
Hows this coming along would love to use zappier to connect my freagent account software with the system basically what you have quickbooks
Adam Smith
Michelle Giles: This is available for anyone (not just beta testers) to try using the Zapier invite link above.
Michelle Giles
Adam Smith and how is it done as it says Sorry, Precise Pet Care may not be supported currently. Would you like to try using another app?
Adam Smith
Michelle Giles: Please submit a ticket with a screenshot.
Michelle Giles
Adam Smith Hi Adam
I’ve been trying to integrate Precise Petcare with Zapier, but I’m finding it challenging to understand what’s actually possible. While I appreciate the information provided in text, a video walkthrough would be so much more beneficial.
Would your team be able to create a short explainer video showing how Precise Petcare works with Zapier? It would be really helpful to see a step-by-step of what can (and can’t) be done — especially for those of us who aren’t sure where the limitations are. Thank you .. loving the software BTW
Adam Smith
Michelle Giles: We do plan to create a video walkthrough, but it’s still a bit early. We’re actively building out the Zapier integration, and a video now would be outdated quickly. Once the core functionality is finalized, we’ll produce a proper walkthrough.
In the meantime, here’s a helpful article to get started with Zapier triggers:
Michelle Giles
Adam Smith No problem I’m quiet tech savvy and tried the zappier but couldn’t figure it out I’ll wait for the video 🤩 thank you 🙏🏾
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