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 Snowflake API

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

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Create Account with PreciseFP API on New Row from Snowflake API
Snowflake + PreciseFP
 
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Create Account with PreciseFP API on New Query Results from Snowflake API
Snowflake + PreciseFP
 
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Execute Query with Snowflake API on New Account Created from PreciseFP API
PreciseFP + Snowflake
 
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Execute Query with Snowflake API on New Form Engagement Completed from PreciseFP API
PreciseFP + Snowflake
 
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Execute Query with Snowflake API on New PDF Engagement from PreciseFP API
PreciseFP + Snowflake
 
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New Row from the Snowflake API

Emit new event when a row is added to a table

 
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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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New Query Results from the Snowflake API

Run a SQL query on a schedule, triggering a workflow for each row of results

 
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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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New PDF Engagement from the PreciseFP API

Trigger when a new PDF engagement is created. See the documentation

 
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Create Account with the PreciseFP API

Create a new account. See the documentation

 
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Execute SQL Query with the Snowflake API

Execute a custom Snowflake query. See our docs to learn more about working with SQL in Pipedream.

 
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Insert Multiple Rows with the Snowflake API

Insert multiple rows into a table

 
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Insert Single Row with the Snowflake API

Insert a row into a table

 
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Query SQL Database with the Snowflake API

Execute a SQL Query. See our docs to learn more about working with SQL in Pipedream.

 
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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 Snowflake

Snowflake offers a cloud database and related tools to help developers create robust, secure, and scalable data warehouses. See Snowflake's Key Concepts & Architecture.

Getting Started

1. Create a user, role and warehouse in Snowflake

Snowflake recommends you create a new user, role, and warehouse when you integrate a third-party tool like Pipedream. This way, you can control permissions via the user / role, and separate Pipedream compute and costs with the warehouse. You can do this directly in the Snowflake UI.

We recommend you create a read-only account if you only need to query Snowflake. If you need to insert data into Snowflake, add permissions on the appropriate objects after you create your user.

2. Enter those details in Pipedream

Visit https://pipedream.com/accounts. Click the button to Connect an App. Enter the required Snowflake account data.

You'll only need to connect your account once in Pipedream. You can connect this account to multiple workflows to run queries against Snowflake, insert data, and more.

3. Build your first workflow

Visit https://pipedream.com/new to build your first workflow. Pipedream workflows let you connect Snowflake with 1,000+ other apps. You can trigger workflows on Snowflake queries, sending results to Slack, Google Sheets, or any app that exposes an API. Or you can accept data from another app, transform it with Python, Node.js, Go or Bash code, and insert it into Snowflake.

Learn more at Pipedream University.

Connect Snowflake

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import snowflake from '@pipedream/snowflake';

export default defineComponent({
  props: {
    snowflake,
  },
  async run({ $ }) {
    // Component source code:
    // https://github.com/PipedreamHQ/pipedream/tree/master/components/snowflake
    
    return this.snowflake.executeQuery({
      sqlText: `SELECT CURRENT_TIMESTAMP()`,
      binds: [],
    });
  },
});

Trusted by 1,000,000+ developers from startups to Fortune 500 companies

Adyen logo
Appcues logo
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ChartMogul logo
Dataminr logo
Gopuff logo
Gorgias logo
LinkedIn logo
Logitech logo
Replicated logo
Rudderstack logo
SAS logo
Scale AI logo
Webflow logo
Warner Bros. logo
Adyen logo
Appcues logo
Bandwidth logo
Checkr logo
ChartMogul logo
Dataminr logo
Gopuff logo
Gorgias logo
LinkedIn logo
Logitech logo
Replicated logo
Rudderstack logo
SAS logo
Scale AI logo
Webflow logo
Warner Bros. logo