Upload Image with FileStack API on New Account Created from PreciseFP API

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Trigger workflow on

New Account Created from the PreciseFP API

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Upload Image with the FileStack API

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Getting Started#

This integration creates a workflow with a PreciseFP trigger and FileStack action. When you configure and deploy the workflow, it will run on Pipedream's servers 24x7 for free.

Select this integration
Configure the New Account Created trigger
1. Connect your PreciseFP account
2. Configure Polling schedule
Configure the Upload Image action
1. Connect your FileStack account
2. Configure File Path or URL
3. Optional- Configure syncDir
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 Account Created on PreciseFP

Description:Trigger when a new account is created. [See the documentation](https://documenter.getpostman.com/view/6125750/UyrDEFnd#5e5ebc43-65a3-4b07-9f44-70833a44de9d)

Version:0.0.1

Key:precisefp-new-account-created

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-account-created",
  name: "New Account Created",
  description: "Trigger when a new account is created. [See the documentation](https://documenter.getpostman.com/view/6125750/UyrDEFnd#5e5ebc43-65a3-4b07-9f44-70833a44de9d)",
  type: "source",
  version: "0.0.1",
  dedupe: "unique",
  methods: {
    ...common.methods,
    getResourceName() {
      return "items";
    },
    getResourceFn() {
      return this.app.listAccounts;
    },
    getResourceFnArgs() {
      return {
        params: {
          sort: "-created_at",
        },
      };
    },
    generateMeta(resource) {
      return {
        id: resource.id,
        summary: `New Account: ${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#

Upload Image on FileStack

Description:Upload an image from a file or URL to FileStack. [See the documentation](https://www.filestack.com/docs/uploads/uploading/#upload-file)

Version:1.0.2

Key:filestack-upload-image

View on GitHub

FileStack Overview#

The FileStack API allows for robust file handling and manipulation in the cloud. With this API, you can upload files from any URL or device, transform and convert media files, and deliver content with speed and reliability. When leveraged through Pipedream, the FileStack API becomes a potent tool for automating file workflows, integrating with numerous other services, and handling complex file operations without the need for server infrastructure.

Action Code#

import { getFileStreamAndMetadata } from "@pipedream/platform";
import filestack from "../../filestack.app.mjs";

export default {
  key: "filestack-upload-image",
  name: "Upload Image",
  description:
    "Upload an image from a file or URL to FileStack. [See the documentation](https://www.filestack.com/docs/uploads/uploading/#upload-file)",
  version: "1.0.2",
  annotations: {
    destructiveHint: false,
    openWorldHint: true,
    readOnlyHint: false,
  },
  type: "action",
  props: {
    filestack,
    file: {
      type: "string",
      label: "File Path or URL",
      description: "Provide a file URL or a path to a file in the `/tmp` directory.",
    },
    syncDir: {
      type: "dir",
      accessMode: "read",
      sync: true,
      optional: true,
    },
  },
  async run({ $ }) {
    const {
      filestack,
      file,
    } = this;

    const {
      stream,
      metadata,
    } = await getFileStreamAndMetadata(file);

    const response = await filestack.uploadImage({
      $,
      data: stream,
      headers: {
        "Content-Type": metadata.contentType,
        "Content-Length": metadata.size,
      },
    });

    $.export(
      "$summary",
      "Successfully uploaded image",
    );
    return response;
  },
};

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
FileStack	`filestack`	`app`	This component uses the FileStack app.
File Path or URL	`file`	`string`	Provide a file URL or a path to a file in the `/tmp` directory.
syncDir	`syncDir`	`dir`