PreciseFP is an automated data management platform that enables you to gather, store and securely distribute client information online.
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
Create a HTML or a plain text email template. See the docs
Send an email using Amazon SES. Supports simple email messaging. See the docs
Send an email replacing the template tags with values using Amazon SES. See the docs
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}`,
},
})
},
})
Amazon Simple Email Service (SES) is a powerful cloud-based email sending service designed to help digital marketers and application developers send marketing, notification, and transactional emails. With the SES API, you can reliably send emails at scale, manage sender reputations, view email sending statistics, and maintain a high deliverability rate. Leveraging Pipedream's capabilities, you can integrate SES seamlessly into serverless workflows, automate email responses based on triggers from other apps, and analyze the effectiveness of your email campaigns by connecting to data analytics platforms.
module.exports = defineComponent({
props: {
amazon_ses: {
type: "app",
app: "amazon_ses",
}
},
async run({steps, $}) {
const AWS = require("aws-sdk")
const { accessKeyId, secretAccessKey } = this.amazon_ses.$auth
const ses = new AWS.SES({
accessKeyId,
secretAccessKey,
region: 'us-east-1',
})
const sesParams = {
Destination: {
ToAddresses: ["<your email here>"],
},
Message: {
Body: {
Html: {
Charset: "UTF-8",
Data: "<h1>This is a test</h1>",
},
Text: {
Charset: "UTF-8",
Data: "This is a test",
}
},
Subject: {
Charset: "UTF-8",
Data: "Test email",
}
},
Source: "<your from address here",
};
this.resp = await ses.sendEmail(sesParams).promise()
},
})