Create Employee with Buddee API on New Form Engagement Completed from PreciseFP API

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Trigger workflow on

New Form Engagement Completed from the PreciseFP API

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Create Employee with the Buddee API

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Getting Started#

This integration creates a workflow with a PreciseFP trigger and Buddee action. When you configure and deploy the workflow, it will run on Pipedream's servers 24x7 for free.

Select this integration
Configure the New Form Engagement Completed trigger
1. Connect your PreciseFP account
2. Configure Polling schedule
Configure the Create Employee action
1. Connect your Buddee account
2. Select a Company ID
3. Configure Employment Date
4. Configure First Day at Work Date
5. Configure First Name
6. Optional- Configure Initials
7. Configure Last Name
8. Optional- Configure Last Name Prefix
9. Optional- Configure Work Email
10. Optional- Configure Personal Email
11. Optional- Select a Manager ID
12. Optional- Select a Indirect Manager ID
13. Optional- Select a HR Manager ID
14. Optional- Select a Buddee ID
Deploy the workflow
Send a test event to validate your setup
Turn on the trigger

Details#

This integration uses pre-built, source-available components from Pipedream's GitHub repo. These components are developed by Pipedream and the community, and verified and maintained by Pipedream.

To contribute an update to an existing component or create a new component, create a PR on GitHub. If you're new to Pipedream component development, you can start with quickstarts for trigger span and action development, and then review the component API reference.

Trigger#

New Form Engagement Completed on PreciseFP

Description:Trigger when a new form engagement is completed. [See the documentation](https://documenter.getpostman.com/view/6125750/UyrDEFnd#f35bd385-ccb0-4b02-935e-c8c321f705ff)

Version:0.0.1

Key:precisefp-new-form-engagement-completed

View on GitHub

PreciseFP Overview#

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.

Trigger Code#

import common from "../common/polling.mjs";

export default {
  ...common,
  key: "precisefp-new-form-engagement-completed",
  name: "New Form Engagement Completed",
  description: "Trigger when a new form engagement is completed. [See the documentation](https://documenter.getpostman.com/view/6125750/UyrDEFnd#f35bd385-ccb0-4b02-935e-c8c321f705ff)",
  type: "source",
  version: "0.0.1",
  dedupe: "unique",
  methods: {
    ...common.methods,
    getResourceName() {
      return "items";
    },
    getResourceFn() {
      return this.app.listFormEngagements;
    },
    getResourceFnArgs() {
      return {
        params: {
          type: "completed",
          sort: "-created_at",
        },
      };
    },
    generateMeta(resource) {
      return {
        id: resource.id,
        summary: `New Engagement: ${resource.id}`,
        ts: Date.parse(resource.created_at),
      };
    },
  },
};

Trigger Configuration#

This component may be configured based on the props defined in the component code. Pipedream automatically prompts for input values in the UI and CLI.

Label	Prop	Type	Description
PreciseFP	`app`	`app`	This component uses the PreciseFP app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
Polling schedule	`timer`	`$.interface.timer`	How often to poll the API

Trigger Authentication#

PreciseFP uses API keys for authentication. When you connect your PreciseFP account, Pipedream securely stores the keys so you can easily authenticate to PreciseFP APIs in both code and no-code steps.

To retrieve your API Tokens,

Navigate to your PreciseFP account and sign in
Click the “Settings” menu on the bottom left
Go to “Integrations” > “API Tokens”

About PreciseFP#

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

Action#

Create Employee on Buddee

Description:Create a new employee record. [See the documentation](https://developers.buddee.nl/#d08b1399-6333-4f08-a17b-26b2d8485d7e)

Version:0.0.2

Key:buddee-create-employee

View on GitHub

Action Code#

import buddee from "../../buddee.app.mjs";

export default {
  name: "Create Employee",
  description: "Create a new employee record. [See the documentation](https://developers.buddee.nl/#d08b1399-6333-4f08-a17b-26b2d8485d7e)",
  key: "buddee-create-employee",
  version: "0.0.2",
  annotations: {
    destructiveHint: false,
    openWorldHint: true,
    readOnlyHint: false,
  },
  type: "action",
  props: {
    buddee,
    companyId: {
      propDefinition: [
        buddee,
        "companyId",
      ],
    },
    employmentDate: {
      type: "string",
      label: "Employment Date",
      description: "Employee's employment date (Format: YYYY-MM-DD)",
    },
    firstDayAtWorkDate: {
      type: "string",
      label: "First Day at Work Date",
      description: "Employee's first day at work date (Format: YYYY-MM-DD)",
    },
    firstName: {
      type: "string",
      label: "First Name",
      description: "Employee's first name",
    },
    initials: {
      type: "string",
      label: "Initials",
      description: "Employee's initials",
      optional: true,
    },
    lastName: {
      type: "string",
      label: "Last Name",
      description: "Employee's last name",
    },
    lastNamePrefix: {
      type: "string",
      label: "Last Name Prefix",
      description: "Employee's last name prefix",
      optional: true,
    },
    workEmail: {
      type: "string",
      label: "Work Email",
      description: "The work email of the employee",
      optional: true,
    },
    personalEmail: {
      type: "string",
      label: "Personal Email",
      description: "The personal email of the employee",
      optional: true,
    },
    managerId: {
      propDefinition: [
        buddee,
        "employeeId",
      ],
      label: "Manager ID",
      description: "The ID of the manager to create the employee for",
      optional: true,
    },
    indirectManagerId: {
      propDefinition: [
        buddee,
        "employeeId",
      ],
      label: "Indirect Manager ID",
      description: "The ID of the indirect manager to create the employee for",
      optional: true,
    },
    hrManagerId: {
      propDefinition: [
        buddee,
        "employeeId",
      ],
      label: "HR Manager ID",
      description: "The ID of the HR manager to create the employee for",
      optional: true,
    },
    buddyId: {
      propDefinition: [
        buddee,
        "employeeId",
      ],
      label: "Buddee ID",
      description: "A buddy is an existing employee who guides the new employee through the first few weeks or months on the job.",
      optional: true,
    },
  },
  async run({ $ }) {
    const response = await this.buddee.createEmployee({
      $,
      data: {
        company_id: this.companyId,
        employment_date: this.employmentDate,
        first_day_at_work_date: this.firstDayAtWorkDate,
        first_name: this.firstName,
        initials: this.initials,
        last_name: this.lastName,
        last_name_prefix: this.lastNamePrefix,
        work_email: this.workEmail,
        personal_email: this.personalEmail,
        manager_id: this.managerId,
        indirect_manager_id: this.indirectManagerId,
        hr_manager_id: this.hrManagerId,
        buddy_id: this.buddyId,
      },
    });

    $.export("$summary", `Successfully created employee with ID ${response.data.id}`);
    return response.data;
  },
};

Action Configuration#

This component may be configured based on the props defined in the component code. Pipedream automatically prompts for input values in the UI.

Label	Prop	Type	Description
Buddee	`buddee`	`app`	This component uses the Buddee app.
Company ID	`companyId`	`string`	Select a value from the drop down menu.
Employment Date	`employmentDate`	`string`	Employee's employment date (Format: YYYY-MM-DD)
First Day at Work Date	`firstDayAtWorkDate`	`string`	Employee's first day at work date (Format: YYYY-MM-DD)
First Name	`firstName`	`string`	Employee's first name
Initials	`initials`	`string`	Employee's initials
Last Name	`lastName`	`string`	Employee's last name
Last Name Prefix	`lastNamePrefix`	`string`	Employee's last name prefix
Work Email	`workEmail`	`string`	The work email of the employee
Personal Email	`personalEmail`	`string`	The personal email of the employee
Manager ID	`managerId`	`string`	Select a value from the drop down menu.
Indirect Manager ID	`indirectManagerId`	`string`	Select a value from the drop down menu.
HR Manager ID	`hrManagerId`	`string`	Select a value from the drop down menu.
Buddee ID	`buddyId`	`string`	Select a value from the drop down menu.

Action Authentication#

Buddee uses OAuth authentication. When you connect your Buddee account, Pipedream will open a popup window where you can sign into Buddee and grant Pipedream permission to connect to your account. Pipedream securely stores and automatically refreshes the OAuth tokens so you can easily authenticate any Buddee API.

Pipedream requests the following authorization scopes when you connect your account:

Create Employee with Buddee API on New Form Engagement Completed from PreciseFP API

Pipedream makes it easy to connect APIs for Buddee, PreciseFP and 2,900+ other apps remarkably fast.

Trusted by 1,000,000+ developers from startups to Fortune 500 companies

Developers ♥ Pipedream

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