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 Pipedream Utils API
Setup the PreciseFP API trigger to run a workflow which integrates with the Pipedream Utils API. Pipedream's integration platform allows you to integrate PreciseFP and Pipedream Utils remarkably fast. Free for developers.
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Popular Ways to Connect PreciseFP with Pipedream Utils#
Popular PreciseFP and Pipedream Utils 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
Popular PreciseFP and Pipedream Utils Actions#
Convert an object to a JSON format string
Add or subtract time from a given input
Get the duration between two dates in days, hours, minutes, and seconds along with checking if they are the same.
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 Pipedream Utils#
The Pipedream Utils app is a set of pre-built functions that streamline common tasks in your workflows. It acts like a Swiss Army knife for developers, providing essential tools such as format conversion, date manipulation, and text processing. By leveraging these functions, you can reduce the boilerplate code needed for routine operations, speeding up the development of intricate automations. The Helper Functions API can be a game changer when it comes to tasks like parsing dates in user-friendly formats, encoding and decoding data, or generating UUIDs, making them more efficient and less error-prone.
Connect Pipedream Utils#
export default defineComponent({
props: {
pipedream_utils: {
type: "app",
app: "pipedream_utils",
}
},
async run({steps, $}) {
},
})
Trusted by 1,000,000+ developers from startups to Fortune 500 companies