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 a database is created. Note: Databases must be shared with your Pipedream Integtration to trigger event.
Creates and appends blocks to the specified parent. See the documentation
Creates a page from a parent page. The only valid property is title. See the documentation
Creates a new page copied from an existing page block. See the documentation
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}`,
},
})
},
})
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.
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`,
},
})
},
})