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
Retrieve multiple RSS feeds and return a merged array of items sorted by date See 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}`,
},
})
},
})
The RSS app allows users to automatically fetch and parse updates from web feeds. This functionality is pivotal for staying abreast of content changes or updates from websites, blogs, and news outlets that offer RSS feeds. With Pipedream, you can harness the RSS API to trigger workflows that enable a broad range of automations, like content aggregation, monitoring for specific keywords, notifications, and data synchronization across platforms.
module.exports = defineComponent({
props: {
rss: {
type: "app",
app: "rss",
}
},
async run({steps, $}) {
// Retrieve items from a sample feed
const Parser = require('rss-parser');
const parser = new Parser();
const stories = []
// Replace with your feed URL
const url = "https://pipedream.com/community/latest.rss"
const feed = await parser.parseURL(url);
const { title, items } = feed
this.title = title
if (!items.length) {
$end("No new stories")
}
this.items = items
},
})