PreciseFP

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

Integrate the PreciseFP API with the Delay API

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

Delay Workflow with Delay API on New Account Created from PreciseFP API
PreciseFP + Delay
 
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Delay Workflow with Delay API on New Form Engagement Completed from PreciseFP API
PreciseFP + Delay
 
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Delay Workflow with Delay API on New PDF Engagement from PreciseFP API
PreciseFP + Delay
 
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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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Create Account with the PreciseFP API

Create a new account. See the documentation

 
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Delay Workflow with the Delay API

Delay the execution of your workflow for a specific amount of time (does not count against your compute time).

 
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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

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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 Delay

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.

Connect Delay

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export default defineComponent({
  async run({steps, $}) {
    // Specify the amount of time to delay your workflow in milliseconds
    return $.flow.delay(5000)
  },
})