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 Notion API

Setup the PreciseFP API trigger to run a workflow which integrates with the Notion API. Pipedream's integration platform allows you to integrate PreciseFP and Notion remarkably fast. Free for developers.

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Append Block to Parent with Notion API on New Account Created from PreciseFP API
PreciseFP + Notion
 
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Append Block to Parent with Notion API on New Form Engagement Completed from PreciseFP API
PreciseFP + Notion
 
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Append Block to Parent with Notion API on New PDF Engagement from PreciseFP API
PreciseFP + Notion
 
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Create Account with PreciseFP API on New Database from Notion API
Notion + PreciseFP
 
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Create Account with PreciseFP API on New Page in Database from Notion API
Notion + PreciseFP
 
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New Account Created from the PreciseFP API

Trigger when a new account is created. See the documentation

 
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New Form Engagement Completed from the PreciseFP API

Trigger when a new form engagement is completed. See the documentation

 
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New PDF Engagement from the PreciseFP API

Trigger when a new PDF engagement is created. See the documentation

 
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New Database from the Notion API

Emit new event when a database is created. Note: Databases must be shared with your Pipedream Integtration to trigger event.

 
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New Page in Database from the Notion API

Emit new event when a page in a database is created

 
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Create Account with the PreciseFP API

Create a new account. See the documentation

 
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Append Block to Parent with the Notion API

Creates and appends blocks to the specified parent. See the documentation

 
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Create Page with the Notion API

Creates a page from a parent page. The only valid property is title. See the documentation

 
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Create Page from Database with the Notion API

Creates a page from a database. See the documentation

 
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Duplicate Page with the Notion API

Creates a new page copied from an existing page block. See the documentation

 
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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

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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 Notion

Notion's API allows for the creation, reading, updating, and deleting of pages, databases, and their contents within Notion. Using Pipedream's platform, you can build workflows that connect Notion with various other services to automate tasks such as content management, task tracking, and data synchronization. With Pipedream's serverless execution, you can trigger these workflows on a schedule, or by external events from other services, without managing any infrastructure.

Connect Notion

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import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    notion: {
      type: "app",
      app: "notion",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://api.notion.com/v1/users/me`,
      headers: {
        Authorization: `Bearer ${this.notion.$auth.oauth_access_token}`,
        "Notion-Version": `2021-08-16`,
      },
    })
  },
})

Trusted by 1,000,000+ developers from startups to Fortune 500 companies

Adyen logo
Appcues logo
Bandwidth logo
Checkr logo
ChartMogul logo
Dataminr logo
Gopuff logo
Gorgias logo
LinkedIn logo
Logitech logo
Replicated logo
Rudderstack logo
SAS logo
Scale AI logo
Webflow logo
Warner Bros. logo
Adyen logo
Appcues logo
Bandwidth logo
Checkr logo
ChartMogul logo
Dataminr logo
Gopuff logo
Gorgias logo
LinkedIn logo
Logitech logo
Replicated logo
Rudderstack logo
SAS logo
Scale AI logo
Webflow logo
Warner Bros. logo