PreciseFP is an automated data management platform that enables you to gather, store and securely distribute client information online.
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
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.
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}`,
},
})
},
})
The Delay API in Pipedream is a built-in function that allows you to pause a workflow for a specified amount of time. This can be incredibly useful when you need to stagger API calls to avoid rate limits, wait for an external process to complete, or simply introduce a delay between actions in a sequence. With precision up to milliseconds, the Delay API provides a simple yet powerful tool for managing timing in automation workflows.
export default defineComponent({
async run({steps, $}) {
// Specify the amount of time to delay your workflow in milliseconds
return $.flow.delay(5000)
},
})