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 Schedule API

Setup the PreciseFP API trigger to run a workflow which integrates with the Schedule API. Pipedream's integration platform allows you to integrate PreciseFP and Schedule remarkably fast. Free for developers.

Create Account with PreciseFP API on Custom Interval from Schedule API
Schedule + PreciseFP
 
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Create Account with PreciseFP API on Daily schedule from Schedule API
Schedule + PreciseFP
 
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Create Account with PreciseFP API on Monthly Schedule from Schedule API
Schedule + PreciseFP
 
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Create Account with PreciseFP API on Weekly schedule from Schedule API
Schedule + PreciseFP
 
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Custom Interval from the Schedule API

Trigger your workflow every N hours, minutes or seconds.

 
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New Account Created from the PreciseFP API

Trigger when a new account is created. See the documentation

 
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Daily schedule from the Schedule API

Trigger your workflow every day.

 
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New Form Engagement Completed from the PreciseFP API

Trigger when a new form engagement is completed. See the documentation

 
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Monthly Schedule from the Schedule API

Trigger your workflow on one or more days each month at a specific time (with timezone support).

 
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Create Account with the PreciseFP API

Create a new account. See the documentation

 
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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

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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 Schedule

The Schedule app in Pipedream is a powerful tool that allows you to trigger workflows at regular intervals, ranging from every minute to once a year. This enables the automation of repetitive tasks and the scheduling of actions to occur without manual intervention. By leveraging this API, you can execute code, run integrations, and process data on a reliable schedule, all within Pipedream's serverless environment.