PreciseFP is an automated data management platform that enables you to gather, store and securely distribute client information online.
Emit new event based on a time interval before an upcoming event in the calendar. This source uses Pipedream's Task Scheduler. See the documentation for more information and instructions for connecting your Pipedream account.
Trigger when a new account is created. See the documentation
Emit new event when a Google Calendar events is created or updated (does not emit cancelled events)
Trigger when a new form engagement is completed. See the documentation
Add attendees to an existing event. See the documentation
Create a quick event to the Google Calendar. See the documentation
Create an event in a Google Calendar. See the documentation
Delete an event from a Google Calendar. 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 Google Calendar API lets you dip into the powerhouse of scheduling, allowing for the reading, creation, and manipulation of events and calendars directly from your applications. Through Pipedream, you can seamlessly integrate Google Calendar into a myriad of workflows, automating event management, syncing with other services, setting up custom reminders, or even collating data for reporting. The key here is to streamline your calendar-related processes, ensuring that your time management is as efficient and automated as possible.
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
google_calendar: {
type: "app",
app: "google_calendar",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://www.googleapis.com/calendar/v3/calendars/primary`,
headers: {
Authorization: `Bearer ${this.google_calendar.$auth.oauth_access_token}`,
},
})
},
})