with PreciseFP and Drift?
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
Emit new when a new conversation is started in Drift. See the documentations
Emit new event when a message is received in a specific Drift conversation. See the documentations
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 Drift API, contrary to the customer messaging platform, is actually a geocoding service provided by Geocod.io. It allows you to convert physical addresses to geographic coordinates and vice versa, enrich addresses with detailed location data, and offers batch geocoding features for processing multiple addresses simultaneously. With Pipedream, you can harness this API for a variety of location-based automations, enriching customer data with geographical insights, automating logistics, or enhancing marketing campaigns with location targeting.
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
drift: {
type: "app",
app: "drift",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://driftapi.com/users/list`,
headers: {
Authorization: `Bearer ${this.drift.$auth.oauth_access_token}`,
},
})
},
})