Create Account with PreciseFP API on New or Updated Row from PostgreSQL API

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Trigger workflow on

New or Updated Row from the PostgreSQL API

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Create Account with the PreciseFP API

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Getting Started#

This integration creates a workflow with a PostgreSQL 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 or Updated Row trigger
1. Connect your PostgreSQL account
2. Configure Polling Interval
3. Select a Schema
4. Select a Table
5. Select a Identifier Column
6. Select a Timestamp Column
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 or Updated Row on PostgreSQL

Description:Emit new event when a row is added or modified. [See the documentation](https://node-postgres.com/features/queries)

Version:2.0.6

Key:postgresql-new-or-updated-row

View on GitHub

PostgreSQL Overview#

On Pipedream, you can leverage the PostgreSQL app to create workflows that automate database operations, synchronize data across platforms, and react to database events in real-time. Think handling new row entries, updating records from webhooks, or even compiling reports on a set schedule. Pipedream's serverless platform provides a powerful way to connect PostgreSQL with a variety of apps, enabling you to create tailored automation that fits your specific needs.

Trigger Code#

import common from "../common.mjs";

export default {
  ...common,
  name: "New or Updated Row",
  key: "postgresql-new-or-updated-row",
  description: "Emit new event when a row is added or modified. [See the documentation](https://node-postgres.com/features/queries)",
  version: "2.0.6",
  type: "source",
  dedupe: "unique",
  props: {
    ...common.props,
    schema: {
      propDefinition: [
        common.props.postgresql,
        "schema",
      ],
    },
    table: {
      propDefinition: [
        common.props.postgresql,
        "table",
        (c) => ({
          schema: c.schema,
        }),
      ],
    },
    identifierColumn: {
      label: "Identifier Column",
      propDefinition: [
        common.props.postgresql,
        "column",
        (c) => ({
          table: c.table,
          schema: c.schema,
        }),
      ],
      description: "The column to identify an unique row, commonly it's `id` or `uuid`.",
    },
    timestampColumn: {
      label: "Timestamp Column",
      propDefinition: [
        common.props.postgresql,
        "column",
        (c) => ({
          table: c.table,
          schema: c.schema,
        }),
      ],
      description: "A datetime column, such as 'date_updated' or 'last_modified' that is set to the current datetime when a row is updated.",
    },
  },
  hooks: {
    async deploy() {
      await this.initialRows(
        this.schema,
        this.table,
        this.timestampColumn,
        this.limit,
      );
    },
  },
  methods: {
    ...common.methods,
    generateMeta(row, column) {
      return {
        id: `${row[this.identifierColumn]}-${row[column]}`,
        summary: "Row Added/Updated",
        ts: row[column],
      };
    },
  },
  async run() {
    await this.newRows(this.schema, this.table, this.timestampColumn);
  },
};

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
PostgreSQL	`postgresql`	`app`	This component uses the PostgreSQL app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
Polling Interval	`timer`	`$.interface.timer`	Pipedream will poll the API on this schedule
Schema	`schema`	`string`	Select a value from the drop down menu.
Table	`table`	`string`	Select a value from the drop down menu.
Identifier Column	`identifierColumn`	`string`	Select a value from the drop down menu.
Timestamp Column	`timestampColumn`	`string`	Select a value from the drop down menu.

Trigger Authentication#

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

Connecting to Restricted Databases

Either enable the shared static IP for this account below, or configure a VPC to deploy any workflow in your workspace to a private network with a dedicated static IP. Learn more in our docs.

SSL Setup

Configure SSL on your PostgreSQL database by providing the CA (Certificate Authority), and choosing between Full Verification, Verify Certificate Authority (CA), or Skip Verification. Skipping verification is not recommended as this has serious security implications.

About PostgreSQL#

PostgreSQL is a free and open-source relational database management system emphasizing extensibility and SQL compliance.

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”