Integrate the Gmail API with the PreciseFP API

Setup the Gmail API trigger to run a workflow which integrates with the PreciseFP API. Pipedream's integration platform allows you to integrate Gmail and PreciseFP remarkably fast. Free for developers.

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Popular Ways to Connect Gmail with PreciseFP#

Add Label to Email with Gmail API on New Account Created from PreciseFP API

PreciseFP + Gmail

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Add Label to Email with Gmail API on New Form Engagement Completed from PreciseFP API

PreciseFP + Gmail

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Add Label to Email with Gmail API on New PDF Engagement from PreciseFP API

PreciseFP + Gmail

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Create Account with PreciseFP API on New Attachment Received from Gmail API

Gmail + PreciseFP

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Create Account with PreciseFP API on New Email Matching Search from Gmail API

Gmail + PreciseFP

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Popular Gmail and PreciseFP Triggers#

New Account Created from the PreciseFP API

Trigger when a new account is created. See the documentation

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New Form Engagement Completed from the PreciseFP API

Trigger when a new form engagement is completed. See the documentation

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New PDF Engagement from the PreciseFP API

Trigger when a new PDF engagement is created. See the documentation

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New Attachment Received from the Gmail API

Emit new event for each attachment in a message received. This source is capped at 100 max new messages per run.

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New Email Matching Search from the Gmail API

Emit new event when an email matching the search criteria is received. This source is capped at 100 max new messages per run.

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Popular Gmail and PreciseFP Actions#

Add Label to Email with the Gmail API

Add label(s) to an email message. See the docs

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Create Account with the PreciseFP API

Create a new account. See the documentation

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Create Draft with the Gmail API

Create a draft from your Google Workspace email account. See the documentation

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Download Attachment with the Gmail API

Download an attachment by attachmentId to the /tmp directory. See the documentation

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Find Email with the Gmail API

Find an email using Google's Search Engine. See the docs

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Overview of Gmail#

By connecting your personal Gmail account to Pipedream, you'll be able to incorporate email into whatever you're building with any of the thousands of apps that are available on Pipedream.

Connect Gmail#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    gmail: {
      type: "app",
      app: "gmail",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://www.googleapis.com/oauth2/v1/userinfo`,
      headers: {
        Authorization: `Bearer ${this.gmail.$auth.oauth_access_token}`,
      },
    })
  },
})

Overview of PreciseFP#

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.

Connect PreciseFP#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    precisefp: {
      type: "app",
      app: "precisefp",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://app.precisefp.com/api/v3/user`,
      headers: {
        Authorization: `Bearer ${this.precisefp.$auth.api_token}`,
      },
    })
  },
})

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