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with PreciseFP and Box?
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Popular Ways to Connect PreciseFP with Box#
Popular PreciseFP and Box 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
Emit new event when an event with subscribed event source triggered on a target. See the documentation
Emit new event when a new file is uploaded to a target. See the documentation
Popular PreciseFP and Box Actions#
Creates a signature request. This involves preparing a document for signing and sending the signature request to signers. See the documentation
Downloads a file from Box to your workflow's /tmp directory. See the documentation
Searches for files, folders, web links, and shared files across the users content or across the entire enterprise. See the documentation
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}`,
},
})
},
})
Overview of Box#
The Box API offers a playground for enhancing content management and collaboration within your cloud storage. With Pipedream, you can orchestrate Box's functionality to automate document handling, streamline approval flows, sync files across apps, and trigger actions based on file events. Think of Pipedream as the glue that allows you to connect Box with your tech stack, triggering workflows with new file uploads, comments, or when sharing settings change, to enhance productivity and minimize manual labor.
Connect Box#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
box: {
type: "app",
app: "box",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://api.box.com/2.0/users/me`,
headers: {
Authorization: `Bearer ${this.box.$auth.oauth_access_token}`,
},
})
},
})
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