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 for every new row added in a table. See documentation here
Emit new event for every insert
, update
, or delete
operation in a table. This source requires user configuration using the Supabase website. More information in the README. Also see documentation 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}`,
},
})
},
})
Supabase is a real-time backend-as-a-service that provides developers with a suite of tools to quickly build and scale their applications. It offers database storage, authentication, instant APIs, and real-time subscriptions. With the Supabase API, you can perform CRUD operations on your database, manage users, and listen to database changes in real time. When integrated with Pipedream, you can automate workflows that react to these database events, synchronize data across multiple services, or streamline user management processes.
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
supabase: {
type: "app",
app: "supabase",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://${this.supabase.$auth.subdomain}.supabase.co/rest/v1/`,
headers: {
Authorization: `Bearer ${this.supabase.$auth.service_key}`,
"apikey": `${this.supabase.$auth.service_key}`,
},
})
},
})