PreciseFP
PreciseFP is an automated data management platform that enables you to gather, store and securely distribute client information online.
Go to sitePreciseFP API Integrations
Build and run workflows using the PreciseFP API. Use 1000s of source-available triggers and actions across 2,400+ apps. Or write custom code to integrate any app or API in seconds.
Trusted by 1,000,000+ developers from startups to Fortune 500 companies
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.
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}`,
},
})
},
})
Choose an API to Connect with PreciseFP API#
1-24of2,400+apps by most popular
Example Use Cases#
Sync Client Data with CRM Systems: Automatically update client profiles in your Customer Relationship Management (CRM) system whenever there's a change in PreciseFP. This ensures that your sales and support teams always have the latest information without manual data entry.
Client Onboarding and Workflow Automation: Trigger a series of welcome emails and educational content to new clients when they complete a data form on PreciseFP. This can help in keeping clients engaged and informed right from the start of their journey with your services.
Financial Data Consolidation: Collect and merge financial data from PreciseFP with investment platforms or accounting software. Create a comprehensive view of client financial status, which can be used for reporting, analysis, or advising.
Popular PreciseFP Integrations#
Popular PreciseFP Triggers#
Trigger when a new account is created. See the documentation
Trigger when a new form engagement is completed. See the documentation
Trigger when a new PDF engagement is created. See the documentation
Authentication#
Name Slug: precisefpPreciseFP 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”
Trusted by 1,000,000+ developers from startups to Fortune 500 companies