Append to record with Data Stores 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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Append to record with the Data Stores API

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Getting Started#

This integration creates a workflow with a PreciseFP trigger and Data Stores 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 Append to record action
1. Connect your Data Stores account
2. Configure Data Store
3. Select a Key
4. Configure Value
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#

Append to record on Data Stores

Description:Append to a record in your data store [Pipedream Data Store](https://pipedream.com/data-stores/). If the record does not exist, a new record will be created in an array format.

Version:0.0.2

Key:data_stores-append-to-record

View on GitHub

Data Stores Overview#

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.

Action Code#

import { ConfigurationError } from "@pipedream/platform";
import app from "../../data_stores.app.mjs";

export default {
  key: "data_stores-append-to-record",
  name: "Append to record",
  description: "Append to a record in your data store [Pipedream Data Store](https://pipedream.com/data-stores/). If the record does not exist, a new record will be created in an array format.",
  version: "0.0.2",
  type: "action",
  props: {
    app,
    dataStore: {
      propDefinition: [
        app,
        "dataStore",
      ],
    },
    key: {
      propDefinition: [
        app,
        "key",
        ({ dataStore }) => ({
          dataStore,
        }),
      ],
      description: "Enter a key for the record set you'd like to append to. Refer to your existing keys [here](https://pipedream.com/data-stores/).",
    },
    value: {
      propDefinition: [
        app,
        "value",
      ],
    },
  },
  async run({ $ }) {
    const {
      key,
      value,
    } = this;
    const currentValue = await this.dataStore.get(key);
    if (currentValue && !Array.isArray(currentValue)) {
      throw new ConfigurationError("The value for the specified key is not an array. You can only append records to an array.");
    }
    const recordSet = currentValue ?? [];
    const parsedValue = this.app.parseValue(value);
    recordSet.push(parsedValue);
    await this.dataStore.set(key, recordSet);
    // eslint-disable-next-line multiline-ternary
    $.export("$summary", `Successfully ${currentValue ? "appended to the record for" : "created new record with the"} key: \`${key}\`.`);
    return {
      key,
      value: parsedValue,
    };
  },
};

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
Data Stores	`app`	`app`	This component uses the Data Stores app.
Data Store	`dataStore`	`data_store`	Select an existing Data Store or create a new one.
Key	`key`	`string`	Select a value from the drop down menu.
Value	`value`	`any`	Enter a string, object, or array.