Integrate the Pipedream API with the PreciseFP API

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

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Popular Ways to Connect Pipedream with PreciseFP#

Create Account with PreciseFP API on New Scheduled Tasks from Pipedream API

Pipedream + PreciseFP

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Create a Subscription with Pipedream API on New Account Created from PreciseFP API

PreciseFP + Pipedream

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Create a Subscription with Pipedream API on New Form Engagement Completed from PreciseFP API

PreciseFP + Pipedream

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Create a Subscription with Pipedream API on New PDF Engagement from PreciseFP API

PreciseFP + Pipedream

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Delete a Subscription with Pipedream API on New Account Created from PreciseFP API

PreciseFP + Pipedream

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Popular Pipedream and PreciseFP Triggers#

New Scheduled Tasks from the Pipedream API

Exposes an HTTP API for scheduling messages to be emitted at a future time

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New Upcoming Event Alert from the Pipedream API

Emit new event based on a time interval before an upcoming event in the calendar. This source uses Pipedream's Task Scheduler. See the documentation for more information and instructions for connecting your Pipedream account.

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New Account Created from the PreciseFP API

Trigger when a new account is created. See the documentation

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Card Due Date Reminder from the Pipedream API

Emit new event at a specified time before a card is due.

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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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Popular Pipedream and PreciseFP Actions#

Create Account with the PreciseFP API

Create a new account. See the documentation

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Create a Subscription with the Pipedream API

Create a Subscription. See Doc

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Delete a Subscription with the Pipedream API

Delete a Subscription. See Doc

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Generate Component Code with the Pipedream API

Generate component code using AI.

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Get Component with the Pipedream API

Get info for a published component. See docs

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Overview of Pipedream#

Pipedream is an API that allows you to build applications that can connect to
various data sources and processes them in real-time. You can use Pipedream to
create applications that can perform ETL (Extract, Transform, and Load) tasks,
as well as to create data-driven workflows.

Some examples of applications you can build using the Pipedream API include:

An application that can extract data from a database, transform it, and then
load it into another database.
An application that can monitor a data source for changes, and then trigger a
workflow in response to those changes.
An application that can poll an API for new data, and then process that data
in real-time.

Connect Pipedream#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    pipedream: {
      type: "app",
      app: "pipedream",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://api.pipedream.com/v1/users/me`,
      headers: {
        Authorization: `Bearer ${this.pipedream.$auth.api_key}`,
      },
    })
  },
})

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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