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 when you add or modify a new row in a table. See the docs here
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 MySQL application on Pipedream enables direct interaction with your MySQL databases, allowing you to perform CRUD operations—create, read, update, delete—on your data with ease. You can leverage these capabilities to automate data synchronization, report generation, and event-based triggers that kick off workflows in other apps. With Pipedream's serverless platform, you can connect MySQL to hundreds of other services without managing infrastructure, crafting complex code, or handling authentication.
import mysql from '@pipedream/mysql';
export default defineComponent({
props: {
mysql,
},
async run({steps, $}) {
// Component source code:
// https://github.com/PipedreamHQ/pipedream/tree/master/components/mysql
const queryObj = {
sql: "SELECT NOW()",
values: [], // Ignored since query does not contain placeholders
};
return await this.mysql.executeQuery(queryObj);
},
});