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
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
Find issues and pull requests by state and keyword. See the documentation
Allows you to add a new gist with one or more files. 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 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.
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`,
},
})
},
})