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with PreciseFP and Paigo?
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Popular Ways to Connect PreciseFP with Paigo#
Popular PreciseFP and Paigo Triggers#
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 customers' usage reaches a threshold of 80% or 100% of their offerings. See the documentation
Emit new event when a customer account is created. See the documentation
Popular PreciseFP and Paigo Actions#
Increments the credit balance of a specific customer. See the documentation
Creates a new dimension inside the Paigo platform. See the documentation
Creates a new offering in the Paigo platform. See the documentation
Fetches detailed information about a specific invoice. See the documentation
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#
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 Paigo#
The Paigo API offers a suite of financial tools for expense tracking, budgeting, and financial planning. In Pipedream, you can utilize these capabilities to automate personal finance management, analyze spending habits, and receive real-time notifications on financial events. Paigo's API can be integrated with various apps on Pipedream to streamline financial operations, from syncing transactions with accounting software to triggering alerts when budgets are nearing their limits.
Connect Paigo#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
paigo: {
type: "app",
app: "paigo",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://api.prod.paigo.tech/customers`,
headers: {
Authorization: `Bearer ${this.paigo.$auth.oauth_access_token}`,
},
})
},
})
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