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with PreciseFP and Buddee?
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Popular Ways to Connect PreciseFP with Buddee#
Popular PreciseFP and Buddee Triggers#
Trigger when a new account is created. See the documentation
Trigger when a new form engagement is completed. See the documentation
Emit new event when an employee is updated in the system. See the documentation
Trigger when a new PDF engagement is created. See the documentation
Emit new event when a new employee is added to the system. 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}`,
},
})
},
})
Connect Buddee#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
buddee: {
type: "app",
app: "buddee",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://api.buddee.nl/users`,
headers: {
Authorization: `Bearer ${this.buddee.$auth.oauth_access_token}`,
},
})
},
})
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