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 each time the specified coupon event(s) occur
Emit new event each time the specified customer event(s) occur
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}`,
},
})
},
})
WooCommerce is a customizable, open-source eCommerce platform built on WordPress. With the WooCommerce API, you can tap into the heart of your eCommerce store to read, create, update, and delete products, orders, and customers. On Pipedream, you can harness this API to automate routine tasks, sync data across platforms, and enhance customer experiences. By connecting WooCommerce to a wide array of apps and services, you can streamline operations, trigger personalized marketing, and analyze your sales data with greater ease.
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
woocommerce: {
type: "app",
app: "woocommerce",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://${this.woocommerce.$auth.url}/wp-json/wc/v2/orders`,
auth: {
username: `${this.woocommerce.$auth.key}`,
password: `${this.woocommerce.$auth.secret}`,
},
})
},
})