← Airtable + PreciseFP integrations

Create Account with PreciseFP API on New Modified or Deleted Records (Instant) from Airtable API

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Trigger workflow on
New Modified or Deleted Records (Instant) from the Airtable API
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Create Account with the PreciseFP API
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Getting Started

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

  1. Select this integration
  2. Configure the New Modified or Deleted Records (Instant) trigger
    1. Connect your Airtable account
    2. Select a Base
    3. Select one or more Data Types
    4. Optional- Select a Table
    5. Optional- Select a View
    6. Optional- Select one or more Change Types
    7. Optional- Select one or more From Sources
    8. Optional- Select one or more Watch Data In Field Ids
    9. Optional- Select one or more Watch Schemas of Field Ids
    10. Optional- Select one or more Include Cell Values in Field Ids
    11. Optional- Configure Include Previous Cell Values
    12. Optional- Configure Include Previous Field Definitions
  3. 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
  4. Deploy the workflow
  5. Send a test event to validate your setup
  6. 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

Description:Emit new event each time a record is added, updated, or deleted in an Airtable table. [See the documentation](https://airtable.com/developers/web/api/create-a-webhook)
Version:0.0.1
Key:airtable_oauth-new-modified-or-deleted-records-instant

Airtable Overview

Airtable (OAuth) API on Pipedream allows you to manipulate and leverage your Airtable data in a myriad of powerful ways. Sync data between Airtable and other apps, trigger workflows on updates, or process bulk data operations asynchronously. By using Airtable's structured databases with Pipedream's serverless platform, you can craft custom automation solutions, integrate with other services seamlessly, and streamline complex data processes.

Trigger Code

import airtable from "../../airtable_oauth.app.mjs";
import constants from "../common/constants.mjs";
import sampleEmit from "./test-event.mjs";

export default {
  name: "New Modified or Deleted Records (Instant)",
  description: "Emit new event each time a record is added, updated, or deleted in an Airtable table. [See the documentation](https://airtable.com/developers/web/api/create-a-webhook)",
  key: "airtable_oauth-new-modified-or-deleted-records-instant",
  version: "0.0.1",
  type: "source",
  dedupe: "unique",
  props: {
    airtable,
    db: "$.service.db",
    http: {
      type: "$.interface.http",
      customResponse: true,
    },
    baseId: {
      propDefinition: [
        airtable,
        "baseId",
      ],
    },
    dataTypes: {
      type: "string[]",
      label: "Data Types",
      description: "Only generate payloads that contain changes affecting objects of these types",
      options: constants.DATA_TYPES,
    },
    tableId: {
      propDefinition: [
        airtable,
        "tableId",
        (c) => ({
          baseId: c.baseId,
        }),
      ],
      description: "Only generate payloads for changes in the specified TableId",
      optional: true,
    },
    viewId: {
      propDefinition: [
        airtable,
        "viewId",
        (c) => ({
          baseId: c.baseId,
          tableId: c.tableId,
        }),
      ],
      description: "Only generate payloads for changes in the specified ViewId",
      optional: true,
    },
    changeTypes: {
      type: "string[]",
      label: "Change Types",
      description: "Only generate payloads that contain changes of these types",
      options: constants.CHANGE_TYPES,
      optional: true,
    },
    fromSouces: {
      type: "string[]",
      label: "From Sources",
      description: "Only generate payloads for changes from these sources. If omitted, changes from all sources are reported",
      options: constants.FROM_SOURCES,
      optional: true,
    },
    watchDataInFieldIds: {
      propDefinition: [
        airtable,
        "sortFieldId",
        (c) => ({
          baseId: c.baseId,
          tableId: c.tableId,
        }),
      ],
      type: "string[]",
      label: "Watch Data In Field Ids",
      description: "Only generate payloads for changes that modify values in cells in these fields. If omitted, all fields within the table/view/base are watched",
    },
    watchSchemasOfFieldIds: {
      propDefinition: [
        airtable,
        "sortFieldId",
        (c) => ({
          baseId: c.baseId,
          tableId: c.tableId,
        }),
      ],
      type: "string[]",
      label: "Watch Schemas of Field Ids",
      description: "Only generate payloads for changes that modify the schemas of these fields. If omitted, schemas of all fields within the table/view/base are watched",
    },
    includeCellValuesInFieldIds: {
      propDefinition: [
        airtable,
        "sortFieldId",
        (c) => ({
          baseId: c.baseId,
          tableId: c.tableId,
        }),
      ],
      type: "string[]",
      label: "Include Cell Values in Field Ids",
      description: "A list of fields to include in the payload regardless of whether or not they changed",
    },
    includePreviousCellValues: {
      type: "boolean",
      label: "Include Previous Cell Values",
      description: "If true, include the previous cell value in the payload",
      optional: true,
    },
    includePreviousFieldDefinitions: {
      type: "boolean",
      label: "Include Previous Field Definitions",
      description: "If true, include the previous field definition in the payload",
      optional: true,
    },
  },
  hooks: {
    async activate() {
      const { id } = await this.airtable.createWebhook({
        baseId: this.baseId,
        data: {
          notificationUrl: `${this.http.endpoint}/`,
          specification: {
            options: {
              filters: {
                recordChangeScope: this.viewId
                  ? this.viewId
                  : this.tableId
                    ? this.tableId
                    : undefined,
                dataTypes: this.dataTypes,
                changeTypes: this.changeTypes,
                fromSources: this.fromSources,
                watchDataInFieldIds: this.watchDataInFieldIds,
                watchSchemasOfFieldIds: this.watchSchemasOfFieldIds,
              },
              includes: {
                includeCellValuesInFieldIds: this.includeCellValuesInFieldIds,
                includePreviousCellValues: this.includePreviousCellValues,
                includePreviousFieldDefinitions: this.includePreviousFieldDefinitions,
              },
            },
          },
        },
      });
      this._setHookId(id);
    },
    async deactivate() {
      const webhookId = this._getHookId();
      if (webhookId) {
        await this.airtable.deleteWebhook({
          baseId: this.baseId,
          webhookId,
        });
      }
    },
  },
  methods: {
    _getHookId() {
      return this.db.get("hookId");
    },
    _setHookId(hookId) {
      this.db.set("hookId", hookId);
    },
    getSpecificationOptions() {
      throw new Error("getSpecificationOptions is not implemented");
    },
    generateMeta(payload) {
      return {
        id: payload.baseTransactionNumber,
        summary: `New Event ${payload.baseTransactionNumber}`,
        ts: Date.parse(payload.timestamp),
      };
    },
  },
  async run() {
    this.http.respond({
      status: 200,
    });
    // webhook pings source, we then fetch webhook events to emit
    const webhookId = this._getHookId();
    let hasMore = false;
    const params = {};
    do {
      const {
        cursor, mightHaveMore, payloads,
      } = await this.airtable.listWebhookPayloads({
        baseId: this.baseId,
        webhookId,
        params,
      });
      for (const payload of payloads) {
        const meta = this.generateMeta(payload);
        this.$emit(payload, meta);
      }
      params.cursor = cursor;
      hasMore = mightHaveMore;
    } while (hasMore);
  },
  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.
LabelPropTypeDescription
AirtableairtableappThis component uses the Airtable app.
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.
N/Ahttp$.interface.httpThis component uses $.interface.http to generate a unique URL when the component is first instantiated. Each request to the URL will trigger the run() method of the component.
BasebaseIdstringSelect a value from the drop down menu.
Data TypesdataTypesstring[]Select a value from the drop down menu:{ "value": "tableData", "label": "Record and cell value changes" }{ "value": "tableFields", "label": "Field changes" }{ "value": "tableMetadata", "label": "Table name and description changes" }
TabletableIdstringSelect a value from the drop down menu.
ViewviewIdstringSelect a value from the drop down menu.
Change TypeschangeTypesstring[]Select a value from the drop down menu:addremoveupdate
From SourcesfromSoucesstring[]Select a value from the drop down menu:{ "value": "client", "label": "Changes generated by a user through the web or mobile clients" }{ "value": "publicApi", "label": "Changes generated through the Airtable API" }{ "value": "formSubmission", "label": "Changes generated when a form view is submitted" }{ "value": "formPageSubmission", "label": "Changes generated when an interface form builder page, form layout page, or record creation button page is submitted" }{ "value": "automation", "label": "Changes generated through an automation action" }{ "value": "system", "label": "Changes generated by system events, such as processing time function formulas" }{ "value": "sync", "label": "Changes generated through Airtable Sync" }{ "value": "anonymousUser", "label": "Changes generated by an anonymous user" }{ "value": "unknown", "label": "Unknown" }
Watch Data In Field IdswatchDataInFieldIdsstring[]Select a value from the drop down menu.
Watch Schemas of Field IdswatchSchemasOfFieldIdsstring[]Select a value from the drop down menu.
Include Cell Values in Field IdsincludeCellValuesInFieldIdsstring[]Select a value from the drop down menu.
Include Previous Cell ValuesincludePreviousCellValuesboolean

If true, include the previous cell value in the payload

Include Previous Field DefinitionsincludePreviousFieldDefinitionsboolean

If true, include the previous field definition in the payload

Trigger Authentication

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

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

data.records:readdata.records:writedata.recordComments:readdata.recordComments:writeschema.bases:readschema.bases:writewebhook:manageuser.email:read

About Airtable

Airtable is a low-code platform to build next-gen apps. Move beyond rigid tools, operationalize your critical data, and reimagine workflows with AI.

Action

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

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.

LabelPropTypeDescription
PreciseFPappappThis component uses the PreciseFP app.
Account TypeaccountTypestringSelect a value from the drop down menu:CLIENTPROSPECT
First NameclientFirstNamestring

The first name of the client.

Last NameclientLastNamestring

The last name of the client.

EmailclientEmailstring

The email address of the client.

Phone CountryclientPhoneCountrystring

The 2 letter country code of the client. Eg. US.

Phone CodeclientPhoneCodestring

Country calling code of the client. Eg. +1

Phone NumberclientPhoneNumberstring

Phone number of the client. Eg. 3213211212

Co-Client First NamecoClientFirstNamestring

The first name of the co-client.

Co-Client Last NamecoClientLastNamestring

The last name of the co-client.

Co-Client EmailcoClientEmailstring

The email address of the co-client.

Co-Client Phone CountrycoClientPhoneCountrystring

2 letter country code. Eg. US

Co-Client Phone CodecoClientPhoneCodestring

Country calling code. Eg. +1

Co-Client Phone NumbercoClientPhoneNumberstring

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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