Integrate the PreciseFP API with the Data Stores API

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

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Popular Ways to Connect PreciseFP with Data Stores#

Add or update a single record with Data Stores API on New Account Created from PreciseFP API

PreciseFP + Data Stores

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Add or update a single record with Data Stores API on New Form Engagement Completed from PreciseFP API

PreciseFP + Data Stores

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Add or update a single record with Data Stores API on New PDF Engagement from PreciseFP API

PreciseFP + Data Stores

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Add or update multiple records with Data Stores API on New Account Created from PreciseFP API

PreciseFP + Data Stores

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Add or update multiple records with Data Stores API on New Form Engagement Completed from PreciseFP API

PreciseFP + Data Stores

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Popular PreciseFP and Data Stores Triggers#

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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Popular PreciseFP and Data Stores Actions#

Create Account with the PreciseFP API

Create a new account. See the documentation

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Add or update a single record with the Data Stores API

Add or update a single record in your Pipedream Data Store.

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Add or update multiple records with the Data Stores API

Add or update multiple records to your Pipedream Data Store.

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Append to record with the Data Stores API

Append to a record in your data store Pipedream Data Store. If the record does not exist, a new record will be created in an array format.

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Check for existence of key with the Data Stores API

Check if a key exists in your Pipedream Data Store or create one if it doesn't exist.

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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#

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 Data Stores#

Data Stores are a key-value store that allow you to persist state and share data across workflows. You can perform CRUD operations, enabling dynamic data management within your serverless architecture. Use it to save results from API calls, user inputs, or interim data; then read, update, or enrich this data in subsequent steps or workflows. Data Stores simplify stateful logic and cross-workflow communication, making them ideal for tracking process statuses, aggregating metrics, or serving as a simple configuration store.

Connect Data Stores#

export default defineComponent({
  props: {
    myDataStore: {
      type: "data_store",
    },
  },
  async run({ steps, $ }) {
    await this.myDataStore.set("key_here","Any serializable JSON as the value")
    return await this.myDataStore.get("key_here")
  },
})

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