PreciseFP

PreciseFP is an automated data management platform that enables you to gather, store and securely distribute client information online.

Integrate the PreciseFP API with the Bash API

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

Run Bash Code with Bash API on New Account Created from PreciseFP API
PreciseFP + Bash
 
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Run Bash Code with Bash API on New Form Engagement Completed from PreciseFP API
PreciseFP + Bash
 
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Run Bash Code with Bash API on New PDF Engagement from PreciseFP API
PreciseFP + Bash
 
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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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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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Create Account with the PreciseFP API

Create a new account. See the documentation

 
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Run Bash Code with the Bash API

Run any Bash in a Pipedream step within your workflow. Refer to the Pipedream Bash docs to learn more.

 
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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

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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}`,
      },
    })
  },
})

Connect Bash

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# $PIPEDREAM_STEPS file contains data from previous steps
cat $PIPEDREAM_STEPS | jq .trigger.context.id

# Write data to $PIPEDREAM_EXPORTS to return it from the step
# Exports must be written as key=value
echo foo=bar >> $PIPEDREAM_EXPORTS