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 Google Drive API

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

Add File Sharing Preference with Google Drive API on New Account Created from PreciseFP API
PreciseFP + Google Drive
 
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Add File Sharing Preference with Google Drive API on New Form Engagement Completed from PreciseFP API
PreciseFP + Google Drive
 
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Add File Sharing Preference with Google Drive API on New PDF Engagement from PreciseFP API
PreciseFP + Google Drive
 
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Copy File with Google Drive API on New Account Created from PreciseFP API
PreciseFP + Google Drive
 
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Copy File with Google Drive API on New Form Engagement Completed from PreciseFP API
PreciseFP + Google Drive
 
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Changes to Specific Files from the Google Drive API

Watches for changes to specific files, emitting an event when a change is made to one of those files. To watch for changes to shared drive files, use the Changes to Specific Files (Shared Drive) source instead.

 
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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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Changes to Specific Files (Shared Drive) from the Google Drive API

Watches for changes to specific files in a shared drive, emitting an event when a change is made to one of those files

 
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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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Create Account with the PreciseFP API

Create a new account. See the documentation

 
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Copy File with the Google Drive API

Create a copy of the specified file. See the documentation for more information

 
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Create a New File with the Google Drive API

Create a new file from a URL or /tmp/filepath. See the docs for more information

 
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Create Folder with the Google Drive API

Create a new empty folder. See the documentation for more information

 
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Create New File From Template with the Google Drive API

Create a new Google Docs file from a template. Optionally include placeholders in the template document that will get replaced from this action. See 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 Google Drive

The Google Drive API on Pipedream allows you to automate various file management tasks, such as creating, reading, updating, and deleting files within your Google Drive. You can also share files, manage permissions, and monitor changes to files and folders. This opens up possibilities for creating workflows that seamlessly integrate with other apps and services, streamlining document handling, backup processes, and collaborative workflows.

Connect Google Drive

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import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    google_drive: {
      type: "app",
      app: "google_drive",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://www.googleapis.com/oauth2/v1/userinfo`,
      headers: {
        Authorization: `Bearer ${this.google_drive.$auth.oauth_access_token}`,
      },
    })
  },
})