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 each time a comment is added to a spreadsheet.
Emit new event each time a row or rows are added to the bottom of a spreadsheet.
Add a single row of data to Google Sheets. See the documentation
Add multiple rows of data to a Google Sheet. See the documentation
Get all values or values from a range of cells using A1 notation. See the documentation
Delete the content of a specific cell in a spreadsheet. 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 Sheets API allows for the creation, reading, updating, and deletion of data within Google Sheets, enabling a robust platform for spreadsheet management and data manipulation. Through Pipedream, you can craft serverless workflows that respond to various triggers, such as webhook events, emails, or scheduled times, to interact with Google Sheets. This synergy can automate reporting, synchronize data across applications, manage inventory, track leads in a CRM, or even conduct survey analysis by updating and retrieving sheet data on the fly.
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
google_sheets: {
type: "app",
app: "google_sheets",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://www.googleapis.com/oauth2/v1/userinfo`,
headers: {
Authorization: `Bearer ${this.google_sheets.$auth.oauth_access_token}`,
},
})
},
})