Create Account with PreciseFP API on New event when the content of the URL changes. from HTTP / Webhook API

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New event when the content of the URL changes. from the HTTP / Webhook API

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Create Account with the PreciseFP API

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Getting Started#

This integration creates a workflow with a HTTP / Webhook 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 event when the content of the URL changes. trigger
1. Connect your HTTP / Webhook account
2. Configure Watching timer
3. Configure HTTP Request Configuration
4. Configure Emit body only
5. Configure Emit as array
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 event when the content of the URL changes. on HTTP / Webhook

Description:Emit new event when the content of the URL changes.

Version:0.0.2

Key:http-watch-url

View on GitHub

HTTP / Webhook Overview#

Build, test, and send HTTP requests without code using your Pipedream workflows. The HTTP / Webhook action is a tool to build HTTP requests with a Postman-like graphical interface.

Point and click HTTP requests

Define the target URL, HTTP verb, headers, query parameters, and payload body without writing custom code.

$A screenshot of Pipedream's HTTP Request Configuration interface with a GET request type selected. The request URL is set to 'https://api.openai.com/v1/models'. The 'Auth' tab is highlighted, indicating that authentication is required for this request. In the headers section, there are two headers configured: 'User-Agent' is set to 'pipedream/1', and 'Authorization' is set to 'Bearer {{openai_api_key}}', showing how the OpenAI account's API key is dynamically inserted into the headers to handle authentication automatically.$

Here's an example workflow that uses the HTTP / Webhook action to send an authenticated API request to OpenAI.

Focus on integrating, not authenticating

This action can also use your connected accounts with third-party APIs. Selecting an integrated app will automatically update the request’s headers to authenticate with the app properly, and even inject your token dynamically.

Pipedream integrates with thousands of APIs, but if you can’t find a Pipedream integration simply use Environment Variables in your request headers to authenticate with.

Compatible with no code actions or Node.js and Python

The HTTP/Webhook action exports HTTP response data for use in subsequent workflow steps, enabling easy data transformation, further API calls, database storage, and more.

Response data is available for both coded (Node.js, Python) and no-code steps within your workflow.

Trigger Code#

import http from "../../http.app.mjs";
import hash from "object-hash";
import { DEFAULT_POLLING_SOURCE_TIMER_INTERVAL } from "@pipedream/platform";

export default {
  key: "http-watch-url",
  name: "New event when the content of the URL changes.",
  description: "Emit new event when the content of the URL changes.",
  version: "0.0.2",
  type: "source",
  dedupe: "unique",
  props: {
    http,
    timer: {
      type: "$.interface.timer",
      label: "Watching timer",
      description: "How often to watch the URL.",
      default: {
        intervalSeconds: DEFAULT_POLLING_SOURCE_TIMER_INTERVAL,
      },
    },
    httpRequest: {
      type: "http_request",
      label: "HTTP Request Configuration",
      description: "HTTP Request Configuration",
      default: {
        method: "GET",
      },
    },
    emitBodyOnly: {
      label: "Emit body only",
      description: "If set as true the emitted item will contain only the response body, otherwise, it will include the request status code.",
      type: "boolean",
      default: true,
    },
    emitAsArray: {
      label: "Emit as array",
      description: "If the request responds with an array, this source will emit changes individually for each item of the array.",
      type: "boolean",
      default: false,
    },
  },
  methods: {
    getMeta(data, status) {
      if (this.emitBodyOnly) {
        return data;
      }
      return {
        data,
        status,
      };
    },
    emitArray(event, response) {
      if (!Array.isArray(response.data)) {
        return this.emitAny(event, response);
      }
      for (const item of response.data) {
        const meta = this.getMeta(item, response.status);
        this.emit(event, meta);
      }
    },
    emitAny(event, response) {
      const meta = this.getMeta(response.data, response.status);
      this.emit(event, meta);
    },
    emit(event, meta) {
      const ts = event.timestamp || Math.round(Date.now() / 1000);
      this.$emit(meta, {
        id: hash(meta),
        summary: `Requested at ${ts}`,
        ts,
      });
    },
  },
  async run(event) {
    const response = await this.httpRequest.execute();
    if (this.emitAsArray) {
      this.emitArray(event, response);
    } else {
      this.emitAny(event, response);
    }
  },
};

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
HTTP / Webhook	`http`	`app`	This component uses the HTTP / Webhook app.
Watching timer	`timer`	`$.interface.timer`	How often to watch the URL.
HTTP Request Configuration	`httpRequest`	`http_request`	HTTP Request Configuration
Emit body only	`emitBodyOnly`	`boolean`	If set as true the emitted item will contain only the response body, otherwise, it will include the request status code.
Emit as array	`emitAsArray`	`boolean`	If the request responds with an array, this source will emit changes individually for each item of the array.

Trigger Authentication#

The HTTP / Webhook API does not require authentication.

About HTTP / Webhook#

Get a unique URL where you can send HTTP or webhook requests

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.

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