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 Jotform API
Setup the PreciseFP API trigger to run a workflow which integrates with the Jotform API. Pipedream's integration platform allows you to integrate PreciseFP and Jotform remarkably fast. Free for developers.
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Popular Ways to Connect PreciseFP with Jotform#
Popular PreciseFP and Jotform Triggers#
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
Popular PreciseFP and Jotform Actions#
Gets number of form submissions received this month. Also, get number of SSL form submissions, payment form submissions and upload space used by user See the docs here
Gets a list of all submissions for all forms on the account See the docs here
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#
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 Jotform#
Jotform’s API is a powerhouse for automating form and survey data management. With Pipedream, harness this API to trigger workflows from new form submissions, manipulate and analyze your form data, and sync it across various platforms. Think streamlined data entry to CRMs, instant notifications for new leads or feedback, and timely data backups to cloud storage.
Connect Jotform#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
jotform: {
type: "app",
app: "jotform",
}
},
methods: {
_getBaseUrl() {
let baseUrl = `https://${this.jotform.$auth.region}.jotform.com/`;
const standardSubdomains = [
"api",
"eu-api",
"hipaa-api",
];
if (!standardSubdomains.includes(this.jotform.$auth.region)) {
baseUrl += "API/";
}
return baseUrl;
},
},
async run({steps, $}) {
const baseUrl = this._getBaseUrl();
return await axios($, {
url: `${baseUrl}user`,
params: {
apiKey: `${this.jotform.$auth.api_key}`,
},
})
},
})
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