Create Account with PreciseFP API on New Records Returned by CloudWatch Logs Insights Query from AWS API

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New Records Returned by CloudWatch Logs Insights Query from the AWS API

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Create Account with the PreciseFP API

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Getting Started#

This integration creates a workflow with a AWS trigger and PreciseFP action. When you configure and deploy the workflow, it will run on Pipedream's servers 24x7 for free.

Select this integration
Configure the New Records Returned by CloudWatch Logs Insights Query trigger
1. Connect your AWS account
2. Select a AWS Region
3. Select one or more CloudWatch Log Groups
4. Configure Logs Insights Query
5. Optional- Configure Emit query results as a single event
6. Configure Polling schedule
Configure the Create Account action
1. Connect your PreciseFP account
2. Select a Account Type
3. Configure First Name
4. Configure Last Name
5. Configure Email
6. Optional- Configure Phone Country
7. Optional- Configure Phone Code
8. Optional- Configure Phone Number
9. Optional- Configure Co-Client First Name
10. Optional- Configure Co-Client Last Name
11. Optional- Configure Co-Client Email
12. Optional- Configure Co-Client Phone Country
13. Optional- Configure Co-Client Phone Code
14. Optional- Configure Co-Client Phone Number
Deploy the workflow
Send a test event to validate your setup
Turn on the trigger

Details#

This integration uses pre-built, source-available components from Pipedream's GitHub repo. These components are developed by Pipedream and the community, and verified and maintained by Pipedream.

To contribute an update to an existing component or create a new component, create a PR on GitHub. If you're new to Pipedream component development, you can start with quickstarts for trigger span and action development, and then review the component API reference.

Trigger#

New Records Returned by CloudWatch Logs Insights Query on AWS

Description:Executes a CloudWatch Logs Insights query on a schedule, and emits the records as invidual events (default) or in batch

Version:0.2.3

Key:aws-new-records-returned-by-cloudwatch-logs-insights-query

View on GitHub

AWS Overview#

The AWS API unlocks endless possibilities for automation with Pipedream. With this powerful combo, you can manage your AWS services and resources, automate deployment workflows, process data, and react to events across your AWS infrastructure. Pipedream offers a serverless platform for creating workflows triggered by various events that can execute AWS SDK functions, making it an efficient tool to integrate, automate, and orchestrate tasks across AWS services and other apps.

Trigger Code#

import common from "../../common/common-cloudwatch-logs.mjs";
import { DEFAULT_POLLING_SOURCE_TIMER_INTERVAL } from "@pipedream/platform";

export default {
  ...common,
  key: "aws-new-records-returned-by-cloudwatch-logs-insights-query",
  name: "New Records Returned by CloudWatch Logs Insights Query",
  // eslint-disable-next-line pipedream/source-description
  description: "Executes a CloudWatch Logs Insights query on a schedule, and emits the records as invidual events (default) or in batch",
  version: "0.2.3",
  type: "source",
  props: {
    aws: common.props.aws,
    region: common.props.region,
    db: "$.service.db",
    // eslint-disable-next-line pipedream/props-label
    logGroupNames: {
      ...common.props.logGroupName,
      type: "string[]",
      description: "The log groups you'd like to query",
    },
    queryString: {
      label: "Logs Insights Query",
      description: "The query you'd like to run. See [this AWS doc](https://docs.aws.amazon.com/AmazonCloudWatch/latest/logs/CWL_QuerySyntax.html) for help with query syntax",
      type: "string",
    },
    emitResultsInBatch: {
      type: "boolean",
      label: "Emit query results as a single event",
      description: "If `true`, all events are emitted as an array, within a single Pipedream event. If `false`, each row of results is emitted as its own event. Defaults to `true`",
      optional: true,
      default: true,
    },
    timer: {
      label: "Polling schedule",
      description: "How often you want to query CloudWatch Logs Insights for results",
      type: "$.interface.timer",
      default: {
        intervalSeconds: DEFAULT_POLLING_SOURCE_TIMER_INTERVAL,
      },
    },
  },
  async run() {
    const now = +new Date();
    const startTime = this.db.get("startTime") || now - 1000 * 60 * 60;

    // First, start the query
    const params = {
      queryString: this.queryString,
      startTime,
      endTime: now,
      logGroupNames: this.logGroupNames,
    };

    const { queryId } = await this.startQuery(params);

    // Then poll for its status, emitting each record as its own event when completed
    async function sleep(ms) {
      return new Promise((r) => setTimeout(r, ms));
    }

    let result, res;
    do {
      await sleep(1000);
      res = await this.getQueryResults({
        queryId,
      });
      result = res.status;
    } while (result === "Running" || result === "Scheduled");

    if (result !== "Complete") {
      throw new Error(`Query ${queryId} failed with status ${result}`);
    }

    console.log(JSON.stringify(res, null, 2));
    const { results } = res;

    if (!results || !results.length) {
      console.log("No results, exiting");
      this.db.set("startTime", now);
      return;
    }

    if (this.emitResultsInBatch === true) {
      this.$emit(results, {
        summary: JSON.stringify(results),
      });
    } else {
      for (const item of results) {
        this.$emit(item, {
          summary: JSON.stringify(item),
        });
      }
    }

    // The next time this source runs, query for data starting now
    this.db.set("startTime", now);
  },
};

Trigger Configuration#

This component may be configured based on the props defined in the component code. Pipedream automatically prompts for input values in the UI and CLI.

Label	Prop	Type	Description
AWS	`aws`	`app`	This component uses the AWS app.
AWS Region	`region`	`string`	Select a value from the drop down menu.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
CloudWatch Log Groups	`logGroupNames`	`string[]`	Select a value from the drop down menu.
Logs Insights Query	`queryString`	`string`	The query you'd like to run. See this AWS doc for help with query syntax
Emit query results as a single event	`emitResultsInBatch`	`boolean`	If `true`, all events are emitted as an array, within a single Pipedream event. If `false`, each row of results is emitted as its own event. Defaults to `true`
Polling schedule	`timer`	`$.interface.timer`	How often you want to query CloudWatch Logs Insights for results

Trigger Authentication#

AWS uses API keys for authentication. When you connect your AWS account, Pipedream securely stores the keys so you can easily authenticate to AWS APIs in both code and no-code steps.

Follow the AWS Instructions for creating an IAM user with an associated access and secret key.

As a best practice, attach the minimum set of IAM permissions necessary to perform the specific task in Pipedream. If your workflow only needs to perform a single API call, you should create a user and associate an IAM group / policy with permission to do only that task. You can create as many linked AWS accounts in Pipedream as you'd like.

Enter your access and secret key below.

About AWS#

Amazon Web Services (AWS) offers reliable, scalable, and inexpensive cloud computing services.

Action#

Create Account on PreciseFP

Description:Create a new account. [See the documentation](https://documenter.getpostman.com/view/6125750/UyrDEFnd#b6db56e1-2767-499e-9928-38c82f3bd3e6)

Version:0.0.2

Key:precisefp-create-account

View on GitHub

PreciseFP Overview#

The PreciseFP API integrates with Pipedream to automate workflows involving client data collection and management for financial professionals. By leveraging this API, you can streamline the process of gathering and updating client information, create trigger-based actions for client engagement, and sync data with other financial management tools. With Pipedream's serverless platform, these automations can run without manual intervention, connecting to countless other apps and services to create a seamless data flow.

Action Code#

import app from "../../precisefp.app.mjs";

export default {
  key: "precisefp-create-account",
  name: "Create Account",
  description: "Create a new account. [See the documentation](https://documenter.getpostman.com/view/6125750/UyrDEFnd#b6db56e1-2767-499e-9928-38c82f3bd3e6)",
  type: "action",
  version: "0.0.2",
  annotations: {
    destructiveHint: false,
    openWorldHint: true,
    readOnlyHint: false,
  },
  props: {
    app,
    accountType: {
      type: "string",
      label: "Account Type",
      description: "The type of account. `CLIENT` or `PROSPECT`.",
      options: [
        "CLIENT",
        "PROSPECT",
      ],
    },
    clientFirstName: {
      type: "string",
      label: "First Name",
      description: "The first name of the client.",
    },
    clientLastName: {
      type: "string",
      label: "Last Name",
      description: "The last name of the client.",
    },
    clientEmail: {
      type: "string",
      label: "Email",
      description: "The email address of the client.",
    },
    clientPhoneCountry: {
      type: "string",
      label: "Phone Country",
      description: "The 2 letter country code of the client. Eg. `US`.",
      optional: true,
    },
    clientPhoneCode: {
      type: "string",
      label: "Phone Code",
      description: "Country calling code of the client. Eg. `+1`",
      optional: true,
    },
    clientPhoneNumber: {
      type: "string",
      label: "Phone Number",
      description: "Phone number of the client. Eg. `3213211212`",
      optional: true,
    },
    coClientFirstName: {
      type: "string",
      label: "Co-Client First Name",
      description: "The first name of the co-client.",
      optional: true,
    },
    coClientLastName: {
      type: "string",
      label: "Co-Client Last Name",
      description: "The last name of the co-client.",
      optional: true,
    },

    coClientEmail: {
      type: "string",
      label: "Co-Client Email",
      description: "The email address of the co-client.",
      optional: true,
    },
    coClientPhoneCountry: {
      type: "string",
      label: "Co-Client Phone Country",
      description: "2 letter country code. Eg. `US`",
      optional: true,
    },
    coClientPhoneCode: {
      type: "string",
      label: "Co-Client Phone Code",
      description: "Country calling code. Eg. `+1`",
      optional: true,
    },
    coClientPhoneNumber: {
      type: "string",
      label: "Co-Client Phone Number",
      description: "Phone number. Eg. `3213211212`",
      optional: true,
    },
  },
  methods: {
    createAccount(args = {}) {
      return this.app.post({
        path: "/accounts",
        ...args,
      });
    },
  },
  async run({ $: step }) {
    const {
      createAccount,
      accountType,
      clientFirstName,
      clientLastName,
      clientEmail,
      clientPhoneCountry,
      clientPhoneCode,
      clientPhoneNumber,
      coClientFirstName,
      coClientLastName,
      coClientEmail,
      coClientPhoneCountry,
      coClientPhoneCode,
      coClientPhoneNumber,
    } = this;

    const response = await createAccount({
      step,
      data: {
        type: accountType,
        client: {
          first_name: clientFirstName,
          last_name: clientLastName,
          email: clientEmail,
          phone: {
            country: clientPhoneCountry,
            code: clientPhoneCode,
            number: clientPhoneNumber,
          },
        },
        coclient: {
          first_name: coClientFirstName,
          last_name: coClientLastName,
          email: coClientEmail,
          phone: {
            country: coClientPhoneCountry,
            code: coClientPhoneCode,
            number: coClientPhoneNumber,
          },
        },
      },
    });

    step.export("$summary", `Successfully created account with ID ${response.id}`);

    return response;
  },
};

Action Configuration#

This component may be configured based on the props defined in the component code. Pipedream automatically prompts for input values in the UI.

Label	Prop	Type	Description
PreciseFP	`app`	`app`	This component uses the PreciseFP app.
Account Type	`accountType`	`string`	Select a value from the drop down menu:`CLIENTPROSPECT`
First Name	`clientFirstName`	`string`	The first name of the client.
Last Name	`clientLastName`	`string`	The last name of the client.
Email	`clientEmail`	`string`	The email address of the client.
Phone Country	`clientPhoneCountry`	`string`	The 2 letter country code of the client. Eg. `US`.
Phone Code	`clientPhoneCode`	`string`	Country calling code of the client. Eg. `+1`
Phone Number	`clientPhoneNumber`	`string`	Phone number of the client. Eg. `3213211212`
Co-Client First Name	`coClientFirstName`	`string`	The first name of the co-client.
Co-Client Last Name	`coClientLastName`	`string`	The last name of the co-client.
Co-Client Email	`coClientEmail`	`string`	The email address of the co-client.
Co-Client Phone Country	`coClientPhoneCountry`	`string`	2 letter country code. Eg. `US`
Co-Client Phone Code	`coClientPhoneCode`	`string`	Country calling code. Eg. `+1`
Co-Client Phone Number	`coClientPhoneNumber`	`string`	Phone number. Eg. `3213211212`

Action Authentication#

PreciseFP uses API keys for authentication. When you connect your PreciseFP account, Pipedream securely stores the keys so you can easily authenticate to PreciseFP APIs in both code and no-code steps.

To retrieve your API Tokens,

Navigate to your PreciseFP account and sign in
Click the “Settings” menu on the bottom left
Go to “Integrations” > “API Tokens”

About PreciseFP#

PreciseFP is an automated data management platform that enables you to gather, store and securely distribute client information online.

More Ways to Connect PreciseFP + AWS#

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Create Account with PreciseFP API on New Records Returned by CloudWatch Logs Insights Query from AWS API

Pipedream makes it easy to connect APIs for PreciseFP, AWS and 2,900+ other apps remarkably fast.

Trusted by 1,000,000+ developers from startups to Fortune 500 companies

Developers ♥ Pipedream

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