PreciseFP is an automated data management platform that enables you to gather, store and securely distribute client information online.
Creates a Step Function State Machine to publish a message to an SNS topic at a specific timestamp. The SNS topic delivers the message to this Pipedream source, and the source emits it as a new event.
Trigger when a new account is created. See the documentation
Creates an SNS topic in your AWS account. Messages published to this topic are emitted from the Pipedream source.
Trigger when a new form engagement is completed. See the documentation
The source subscribes to all emails delivered to a specific domain configured in AWS SES. When an email is sent to any address at the domain, this event source emits that email as a formatted event. These events can trigger a Pipedream workflow and can be consumed via SSE or REST API.
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}`,
},
})
},
})
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.
import AWS from 'aws-sdk'
export default defineComponent({
props: {
aws: {
type: "app",
app: "aws",
}
},
async run({steps, $}) {
const { accessKeyId, secretAccessKey } = this.aws.$auth
/* Now, pass the accessKeyId and secretAccessKey to the constructor for your desired service. For example:
const dynamodb = new AWS.DynamoDB({
accessKeyId,
secretAccessKey,
region: 'us-east-1',
})
*/
},
})