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 GitHub API

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

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Create Issue with GitHub API on New Account Created from PreciseFP API
PreciseFP + GitHub
 
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Create Issue with GitHub API on New Form Engagement Completed from PreciseFP API
PreciseFP + GitHub
 
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Create Issue with GitHub API on New PDF Engagement from PreciseFP API
PreciseFP + GitHub
 
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Search Issues and Pull Requests with GitHub API on New Account Created from PreciseFP API
PreciseFP + GitHub
 
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Search Issues and Pull Requests with GitHub API on New Form Engagement Completed from PreciseFP API
PreciseFP + GitHub
 
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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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New Branch Created from the GitHub API

Emit new event when a branch is created.

 
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New Card in Column (Classic Projects) from the GitHub API

Emit new event when a (classic) project card is created or moved to a specific column. For Projects V2 use New Issue with Status trigger. More information here

 
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Create Account with the PreciseFP API

Create a new account. See the documentation

 
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Create Issue with the GitHub API

Create a new issue in a Gihub repo. See the documentation

 
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Search Issues and Pull Requests with the GitHub API

Find issues and pull requests by state and keyword. See the documentation

 
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Create Branch with the GitHub API

Create a new branch in a Github repo. See the documentation

 
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Create Gist with the GitHub API

Allows you to add a new gist with one or more files. See the documentation

 
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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 GitHub

The GitHub API is a powerful gateway to interaction with GitHub's vast web of data and services, offering a suite of endpoints to manipulate and retrieve information on repositories, pull requests, issues, and more. Harnessing this API on Pipedream, you can orchestrate automated workflows that respond to events in real-time, manage repository data, streamline collaborative processes, and connect GitHub with other services for a more integrated development lifecycle.

Connect GitHub

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import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    github: {
      type: "app",
      app: "github",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://api.github.com/user`,
      headers: {
        Authorization: `Bearer ${this.github.$auth.oauth_access_token}`,
        "X-GitHub-Api-Version": `2022-11-28`,
      },
    })
  },
})

Trusted by 1,000,000+ developers from startups to Fortune 500 companies

Adyen logo
Appcues logo
Bandwidth logo
Checkr logo
ChartMogul logo
Dataminr logo
Gopuff logo
Gorgias logo
LinkedIn logo
Logitech logo
Replicated logo
Rudderstack logo
SAS logo
Scale AI logo
Webflow logo
Warner Bros. logo
Adyen logo
Appcues logo
Bandwidth logo
Checkr logo
ChartMogul logo
Dataminr logo
Gopuff logo
Gorgias logo
LinkedIn logo
Logitech logo
Replicated logo
Rudderstack logo
SAS logo
Scale AI logo
Webflow logo
Warner Bros. logo