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 Typeform API

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

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Create Account with PreciseFP API on New Submission from Typeform API
Typeform + PreciseFP
 
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Create a Form with Typeform API on New Account Created from PreciseFP API
PreciseFP + Typeform
 
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Create a Form with Typeform API on New Form Engagement Completed from PreciseFP API
PreciseFP + Typeform
 
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Create a Form with Typeform API on New PDF Engagement from PreciseFP API
PreciseFP + Typeform
 
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Create an Image with Typeform API on New Account Created from PreciseFP API
PreciseFP + Typeform
 
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New Submission from the Typeform API

Emit new submission

 
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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 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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Create a Form with the Typeform API

Creates a form with its corresponing fields. See the docs here

 
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Create an Image with the Typeform API

Adds an image in your Typeform account. See the docs here

 
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Delete an Image with the Typeform API

Deletes an image from your Typeform account. See the docs here

 
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Delete Form with the Typeform API

Select a form to be deleted. See the docs here.

 
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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 Typeform

The Typeform API furnishes you with the means to create dynamic forms and collect user responses in real-time. By leveraging this API within Pipedream's serverless platform, you can automate workflows to process this data, integrate seamlessly with other services, and react to form submissions instantaneously. This empowers you to craft tailored responses, synchronize with databases, trigger email campaigns, or even manage event registrations without manual intervention.

Connect Typeform

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import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    typeform: {
      type: "app",
      app: "typeform",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://api.typeform.com/me`,
      headers: {
        Authorization: `Bearer ${this.typeform.$auth.oauth_access_token}`,
      },
    })
  },
})

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

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
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