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with PreciseFP and Zoho Forms?
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Popular Ways to Connect PreciseFP with Zoho Forms#
Popular PreciseFP and Zoho Forms Triggers#
Trigger when a new account is created. See the documentation
Trigger when a new form engagement is completed. See the documentation
Emit new event when a specific form receive a new response.
Trigger when a new PDF engagement is created. See the documentation
Popular PreciseFP and Zoho Forms Actions#
Fetches the meta information of all the forms present in a Zoho Creator application. See the documentation
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#
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 Zoho Forms#
Zoho Forms API allows you to automate interactions with your forms and the data you collect. Leveraging Pipedream, you can harness this API to trigger workflows upon new form submissions, manipulate form entries, and sync data with other services. Pipedream’s serverless platform simplifies integrating Zoho Forms with hundreds of other apps, empowering you to create custom, scalable workflows without hosting or managing servers.
Connect Zoho Forms#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
zoho_forms: {
type: "app",
app: "zoho_forms",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://forms.zoho.com/api/zforms?zf_service=Pipedream`,
headers: {
"Authorization": `Zoho-oauthtoken ${this.zoho_forms.$auth.oauth_access_token}`,
},
})
},
})
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