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.
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Popular PreciseFP and Schedule Triggers#
Trigger when a new account is created. See the documentation
Trigger when a new form engagement is completed. See the documentation
Trigger your workflow on one or more days each month at a specific time (with timezone support).
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 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.
Trusted by 1,000,000+ developers from startups to Fortune 500 companies