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 PostgreSQL API
Setup the PreciseFP API trigger to run a workflow which integrates with the PostgreSQL API. Pipedream's integration platform allows you to integrate PreciseFP and PostgreSQL remarkably fast. Free for developers.
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Popular Ways to Connect PreciseFP with PostgreSQL#
Popular PreciseFP and PostgreSQL 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 a new column is added to a table. See the documentation
Emit new event when a row is added or modified. See the documentation
Popular PreciseFP and PostgreSQL Actions#
Finds a row in a table via a custom query. 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 PostgreSQL#
On Pipedream, you can leverage the PostgreSQL app to create workflows that automate database operations, synchronize data across platforms, and react to database events in real-time. Think handling new row entries, updating records from webhooks, or even compiling reports on a set schedule. Pipedream's serverless platform provides a powerful way to connect PostgreSQL with a variety of apps, enabling you to create tailored automation that fits your specific needs.
Connect PostgreSQL#
import postgresql from "@pipedream/postgresql"
export default defineComponent({
props: {
postgresql,
},
async run({ steps, $ }) {
// Component source code:
// https://github.com/PipedreamHQ/pipedream/tree/master/components/postgresql
const queryObj = {
text: "SELECT NOW()",
values: [], // Ignored since query does not contain placeholders
};
return await this.postgresql.executeQuery(queryObj);
},
})Trusted by 1,000,000+ developers from startups to Fortune 500 companies