Create New List with Klaviyo API on New Form Engagement Completed from PreciseFP API

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New Form Engagement Completed from the PreciseFP API

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Create New List with the Klaviyo API

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Getting Started#

This integration creates a workflow with a PreciseFP trigger and Klaviyo action. When you configure and deploy the workflow, it will run on Pipedream's servers 24x7 for free.

Select this integration
Configure the New Form Engagement Completed trigger
1. Connect your PreciseFP account
2. Configure Polling schedule
Configure the Create New List action
1. Connect your Klaviyo account
2. Configure List Name
Deploy the workflow
Send a test event to validate your setup
Turn on the trigger

Details#

This integration uses pre-built, source-available components from Pipedream's GitHub repo. These components are developed by Pipedream and the community, and verified and maintained by Pipedream.

To contribute an update to an existing component or create a new component, create a PR on GitHub. If you're new to Pipedream component development, you can start with quickstarts for trigger span and action development, and then review the component API reference.

Trigger#

New Form Engagement Completed on PreciseFP

Description:Trigger when a new form engagement is completed. [See the documentation](https://documenter.getpostman.com/view/6125750/UyrDEFnd#f35bd385-ccb0-4b02-935e-c8c321f705ff)

Version:0.0.1

Key:precisefp-new-form-engagement-completed

View on GitHub

PreciseFP Overview#

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.

Trigger Code#

import common from "../common/polling.mjs";

export default {
  ...common,
  key: "precisefp-new-form-engagement-completed",
  name: "New Form Engagement Completed",
  description: "Trigger when a new form engagement is completed. [See the documentation](https://documenter.getpostman.com/view/6125750/UyrDEFnd#f35bd385-ccb0-4b02-935e-c8c321f705ff)",
  type: "source",
  version: "0.0.1",
  dedupe: "unique",
  methods: {
    ...common.methods,
    getResourceName() {
      return "items";
    },
    getResourceFn() {
      return this.app.listFormEngagements;
    },
    getResourceFnArgs() {
      return {
        params: {
          type: "completed",
          sort: "-created_at",
        },
      };
    },
    generateMeta(resource) {
      return {
        id: resource.id,
        summary: `New Engagement: ${resource.id}`,
        ts: Date.parse(resource.created_at),
      };
    },
  },
};

Trigger Configuration#

This component may be configured based on the props defined in the component code. Pipedream automatically prompts for input values in the UI and CLI.

Label	Prop	Type	Description
PreciseFP	`app`	`app`	This component uses the PreciseFP app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
Polling schedule	`timer`	`$.interface.timer`	How often to poll the API

Trigger Authentication#

PreciseFP uses API keys for authentication. When you connect your PreciseFP account, Pipedream securely stores the keys so you can easily authenticate to PreciseFP APIs in both code and no-code steps.

To retrieve your API Tokens,

Navigate to your PreciseFP account and sign in
Click the “Settings” menu on the bottom left
Go to “Integrations” > “API Tokens”

About PreciseFP#

PreciseFP is an automated data management platform that enables you to gather, store and securely distribute client information online.

Action#

Create New List on Klaviyo

Description:Creates a new list in an account. [See the docs here](https://developers.klaviyo.com/en/v1-2/reference/create-list)

Version:0.0.2

Key:klaviyo-create-new-list

View on GitHub

Klaviyo Overview#

The Klaviyo API grants you the power to automate and personalize your email marketing efforts. With it, you can manage lists, profiles, and campaigns, track event-driven communications, and analyze the results. By leveraging this API on Pipedream, you can create intricate, automated workflows that respond in real-time to your users' behavior, sync data across multiple platforms, and tailor your marketing strategies to improve engagement and conversion rates.

Action Code#

import klaviyo from "../../klaviyo.app.mjs";

export default {
  key: "klaviyo-create-new-list",
  name: "Create New List",
  description: "Creates a new list in an account. [See the docs here](https://developers.klaviyo.com/en/v1-2/reference/create-list)",
  version: "0.0.2",
  type: "action",
  props: {
    klaviyo,
    listName: {
      propDefinition: [
        klaviyo,
        "listName",
      ],
    },
  },
  async run({ $ }) {
    const response = await this.klaviyo.newList({
      data: {
        type: "list",
        attributes: {
          name: this.listName,
        },
      },
    });

    $.export("$summary", `"${this.listName}" successfully created!`);
    return response.body;
  },
};