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
Write custom Node.js code and use any of the 400k+ npm packages available. Refer to the Pipedream Node docs to learn more.
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}`,
},
})
},
})
Develop, run and deploy your Node.js code in Pipedream workflows, using it between no-code steps, with connected accounts, or integrate Data Stores and File Stores.
This includes installing NPM packages, within your code without having to manage a package.json
file or running npm install
.
Below is an example of installing the axios
package in a Pipedream Node.js code step. Pipedream imports the axios
package, performs the API request, and shares the response with subsequent workflow steps:
// To use previous step data, pass the `steps` object to the run() function
export default defineComponent({
async run({ steps, $ }) {
// Return data to use it in future steps
return steps.trigger.event
},
})