Create Account with PreciseFP API on New Calendar Created from Google Calendar API

Pipedream makes it easy to connect APIs for PreciseFP, Google Calendar and 2,200+ other apps remarkably fast.

Trigger workflow on

New Calendar Created from the Google Calendar API

Next, do this

Create Account with the PreciseFP API

No credit card required

▶

Watch us build a workflow

8 min

Watch now ➜

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

Developers ♥ Pipedream

Getting Started#

This integration creates a workflow with a Google Calendar trigger and PreciseFP action. When you configure and deploy the workflow, it will run on Pipedream's servers 24x7 for free.

Select this integration
Configure the New Calendar Created trigger
1. Connect your Google Calendar account
2. Configure timer
Configure the Create Account action
1. Connect your PreciseFP account
2. Select a Account Type
3. Configure First Name
4. Configure Last Name
5. Configure Email
6. Optional- Configure Phone Country
7. Optional- Configure Phone Code
8. Optional- Configure Phone Number
9. Optional- Configure Co-Client First Name
10. Optional- Configure Co-Client Last Name
11. Optional- Configure Co-Client Email
12. Optional- Configure Co-Client Phone Country
13. Optional- Configure Co-Client Phone Code
14. Optional- Configure Co-Client Phone Number
Deploy the workflow
Send a test event to validate your setup
Turn on the trigger

Details#

This integration uses pre-built, source-available components from Pipedream's GitHub repo. These components are developed by Pipedream and the community, and verified and maintained by Pipedream.

To contribute an update to an existing component or create a new component, create a PR on GitHub. If you're new to Pipedream component development, you can start with quickstarts for trigger span and action development, and then review the component API reference.

Trigger#

New Calendar Created on Google Calendar

Description:Emit new event when a calendar is created.

Version:0.1.10

Key:google_calendar-new-calendar

View on GitHub

Google Calendar Overview#

The Google Calendar API lets you dip into the powerhouse of scheduling, allowing for the reading, creation, and manipulation of events and calendars directly from your applications. Through Pipedream, you can seamlessly integrate Google Calendar into a myriad of workflows, automating event management, syncing with other services, setting up custom reminders, or even collating data for reporting. The key here is to streamline your calendar-related processes, ensuring that your time management is as efficient and automated as possible.

Trigger Code#

import common from "../common/common.mjs";
import sampleEmit from "./test-event.mjs";

export default {
  key: "google_calendar-new-calendar",
  name: "New Calendar Created",
  description: "Emit new event when a calendar is created.",
  version: "0.1.10",
  type: "source",
  dedupe: "unique",
  props: {
    ...common.props,
    db: "$.service.db",
  },
  hooks: {
    async activate() {
      const { items: calendars = [] } = await this.googleCalendar.listCalendars();
      this.emitNewCalendars(calendars);
      const calendarIds = calendars.map((item) => item.id);
      this.setCalendarIds(calendarIds);
    },
    deactivate() {
      this.setCalendarIds([]);
    },
  },
  methods: {
    setCalendarIds(calendarIds) {
      this.db.set("calendarIds", calendarIds);
    },
    getCalendarIds() {
      return this.db.get("calendarIds") || [];
    },
    generateMeta(calendar) {
      const {
        summary,
        id,
      } = calendar;
      return {
        summary,
        id,
        ts: Date.now(),
      };
    },
    emitNewCalendars(calendars) {
      const previousCalendarIds = this.getCalendarIds();

      for (const calendar of calendars) {
        if (!previousCalendarIds.includes(calendar.id)) {
          const meta = this.generateMeta(calendar);
          this.$emit(calendar, meta);
        }
      }
    },
  },
  async run() {
    const { items: calendars = [] } = await this.googleCalendar.listCalendars();

    this.emitNewCalendars(calendars);

    const calendarIds = calendars.map((item) => item.id);
    this.setCalendarIds(calendarIds);
  },
  sampleEmit,
};

Trigger Configuration#

This component may be configured based on the props defined in the component code. Pipedream automatically prompts for input values in the UI and CLI.

Label	Prop	Type	Description
Google Calendar	`googleCalendar`	`app`	This component uses the Google Calendar app.
	`timer`	`$.interface.timer`
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.

Trigger Authentication#

Google Calendar uses OAuth authentication. When you connect your Google Calendar account, Pipedream will open a popup window where you can sign into Google Calendar and grant Pipedream permission to connect to your account. Pipedream securely stores and automatically refreshes the OAuth tokens so you can easily authenticate any Google Calendar API.

Pipedream requests the following authorization scopes when you connect your account:

https://www.googleapis.com/auth/calendar.eventshttps://www.googleapis.com/auth/calendar.readonlyhttps://www.googleapis.com/auth/calendar.settings.readonly

About Google Calendar#

With Google Calendar, you can quickly schedule meetings and events and get reminders about upcoming activities, so you always know what’s next.

Action#

Create Account on PreciseFP

Description:Create a new account. [See the documentation](https://documenter.getpostman.com/view/6125750/UyrDEFnd#b6db56e1-2767-499e-9928-38c82f3bd3e6)

Version:0.0.1

Key:precisefp-create-account

View on GitHub

PreciseFP Overview#

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.

Action Code#

import app from "../../precisefp.app.mjs";

export default {
  key: "precisefp-create-account",
  name: "Create Account",
  description: "Create a new account. [See the documentation](https://documenter.getpostman.com/view/6125750/UyrDEFnd#b6db56e1-2767-499e-9928-38c82f3bd3e6)",
  type: "action",
  version: "0.0.1",
  props: {
    app,
    accountType: {
      type: "string",
      label: "Account Type",
      description: "The type of account. `CLIENT` or `PROSPECT`.",
      options: [
        "CLIENT",
        "PROSPECT",
      ],
    },
    clientFirstName: {
      type: "string",
      label: "First Name",
      description: "The first name of the client.",
    },
    clientLastName: {
      type: "string",
      label: "Last Name",
      description: "The last name of the client.",
    },
    clientEmail: {
      type: "string",
      label: "Email",
      description: "The email address of the client.",
    },
    clientPhoneCountry: {
      type: "string",
      label: "Phone Country",
      description: "The 2 letter country code of the client. Eg. `US`.",
      optional: true,
    },
    clientPhoneCode: {
      type: "string",
      label: "Phone Code",
      description: "Country calling code of the client. Eg. `+1`",
      optional: true,
    },
    clientPhoneNumber: {
      type: "string",
      label: "Phone Number",
      description: "Phone number of the client. Eg. `3213211212`",
      optional: true,
    },
    coClientFirstName: {
      type: "string",
      label: "Co-Client First Name",
      description: "The first name of the co-client.",
      optional: true,
    },
    coClientLastName: {
      type: "string",
      label: "Co-Client Last Name",
      description: "The last name of the co-client.",
      optional: true,
    },

    coClientEmail: {
      type: "string",
      label: "Co-Client Email",
      description: "The email address of the co-client.",
      optional: true,
    },
    coClientPhoneCountry: {
      type: "string",
      label: "Co-Client Phone Country",
      description: "2 letter country code. Eg. `US`",
      optional: true,
    },
    coClientPhoneCode: {
      type: "string",
      label: "Co-Client Phone Code",
      description: "Country calling code. Eg. `+1`",
      optional: true,
    },
    coClientPhoneNumber: {
      type: "string",
      label: "Co-Client Phone Number",
      description: "Phone number. Eg. `3213211212`",
      optional: true,
    },
  },
  methods: {
    createAccount(args = {}) {
      return this.app.post({
        path: "/accounts",
        ...args,
      });
    },
  },
  async run({ $: step }) {
    const {
      createAccount,
      accountType,
      clientFirstName,
      clientLastName,
      clientEmail,
      clientPhoneCountry,
      clientPhoneCode,
      clientPhoneNumber,
      coClientFirstName,
      coClientLastName,
      coClientEmail,
      coClientPhoneCountry,
      coClientPhoneCode,
      coClientPhoneNumber,
    } = this;

    const response = await createAccount({
      step,
      data: {
        type: accountType,
        client: {
          first_name: clientFirstName,
          last_name: clientLastName,
          email: clientEmail,
          phone: {
            country: clientPhoneCountry,
            code: clientPhoneCode,
            number: clientPhoneNumber,
          },
        },
        coclient: {
          first_name: coClientFirstName,
          last_name: coClientLastName,
          email: coClientEmail,
          phone: {
            country: coClientPhoneCountry,
            code: coClientPhoneCode,
            number: coClientPhoneNumber,
          },
        },
      },
    });

    step.export("$summary", `Successfully created account with ID ${response.id}`);

    return response;
  },
};

Action Configuration#

This component may be configured based on the props defined in the component code. Pipedream automatically prompts for input values in the UI.

Label	Prop	Type	Description
PreciseFP	`app`	`app`	This component uses the PreciseFP app.
Account Type	`accountType`	`string`	Select a value from the drop down menu:`CLIENTPROSPECT`
First Name	`clientFirstName`	`string`	The first name of the client.
Last Name	`clientLastName`	`string`	The last name of the client.
Email	`clientEmail`	`string`	The email address of the client.
Phone Country	`clientPhoneCountry`	`string`	The 2 letter country code of the client. Eg. `US`.
Phone Code	`clientPhoneCode`	`string`	Country calling code of the client. Eg. `+1`
Phone Number	`clientPhoneNumber`	`string`	Phone number of the client. Eg. `3213211212`
Co-Client First Name	`coClientFirstName`	`string`	The first name of the co-client.
Co-Client Last Name	`coClientLastName`	`string`	The last name of the co-client.
Co-Client Email	`coClientEmail`	`string`	The email address of the co-client.
Co-Client Phone Country	`coClientPhoneCountry`	`string`	2 letter country code. Eg. `US`
Co-Client Phone Code	`coClientPhoneCode`	`string`	Country calling code. Eg. `+1`
Co-Client Phone Number	`coClientPhoneNumber`	`string`	Phone number. Eg. `3213211212`

Action Authentication#

PreciseFP uses API keys for authentication. When you connect your PreciseFP account, Pipedream securely stores the keys so you can easily authenticate to PreciseFP APIs in both code and no-code steps.

To retrieve your API Tokens,

Navigate to your PreciseFP account and sign in
Click the “Settings” menu on the bottom left
Go to “Integrations” > “API Tokens”

About PreciseFP#

PreciseFP is an automated data management platform that enables you to gather, store and securely distribute client information online.

More Ways to Connect PreciseFP + Google Calendar#

Other Popular Integrations#

Create Account with PreciseFP API on New Cancelled Event from Google Calendar API

Google Calendar + PreciseFP

Create Account with PreciseFP API on New Calendar Created from Google Calendar API

Pipedream makes it easy to connect APIs for PreciseFP, Google Calendar and 2,200+ other apps remarkably fast.

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

Developers ♥ Pipedream

1-24of2,200+apps by most popular

1
-
24
of
2,200+
apps by most popular