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
Emit new event when any of the specified SendGrid events is received
Allows you to add one or more email addresses to the global suppressions group. See the docs here
Allows you to create a new contact list. See the docs here
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 Twilio SendGrid API opens up a world of possibilities for email automation, enabling you to send emails efficiently and track their performance. With this API, you can programmatically create and send personalized email campaigns, manage contacts, and parse inbound emails for data extraction. When you harness the power of Pipedream, you can connect SendGrid to hundreds of other apps to automate workflows, such as triggering email notifications based on specific actions, syncing email stats with your analytics, or handling incoming emails to create tasks or tickets.
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
sendgrid: {
type: "app",
app: "sendgrid",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://api.sendgrid.com/v3/user/account`,
headers: {
Authorization: `Bearer ${this.sendgrid.$auth.api_key}`,
},
})
},
})