PreciseFP

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

Integrate the PreciseFP API with the Amazon SES API

Setup the PreciseFP API trigger to run a workflow which integrates with the Amazon SES API. Pipedream's integration platform allows you to integrate PreciseFP and Amazon SES remarkably fast. Free for developers.

Create Email Template with Amazon SES API on New Account Created from PreciseFP API
PreciseFP + Amazon SES
 
Try it
Create Email Template with Amazon SES API on New Form Engagement Completed from PreciseFP API
PreciseFP + Amazon SES
 
Try it
Create Email Template with Amazon SES API on New PDF Engagement from PreciseFP API
PreciseFP + Amazon SES
 
Try it
Get Email Template with Amazon SES API on New Account Created from PreciseFP API
PreciseFP + Amazon SES
 
Try it
Get Email Template with Amazon SES API on New Form Engagement Completed from PreciseFP API
PreciseFP + Amazon SES
 
Try it
New Account Created from the PreciseFP API

Trigger when a new account is created. See the documentation

 
Try it
New Form Engagement Completed from the PreciseFP API

Trigger when a new form engagement is completed. See the documentation

 
Try it
New PDF Engagement from the PreciseFP API

Trigger when a new PDF engagement is created. See the documentation

 
Try it
Create Account with the PreciseFP API

Create a new account. See the documentation

 
Try it
Create Email Template with the Amazon SES API

Create a HTML or a plain text email template. See the docs

 
Try it
Get Email Template with the Amazon SES API

Get an email template. See the docs

 
Try it
Send Email with the Amazon SES API

Send an email using Amazon SES. Supports simple email messaging. See the docs

 
Try it
Send Templated Email with the Amazon SES API

Send an email replacing the template tags with values using Amazon SES. See the docs

 
Try it

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

1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
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 Amazon SES

Amazon Simple Email Service (SES) is a powerful cloud-based email sending service designed to help digital marketers and application developers send marketing, notification, and transactional emails. With the SES API, you can reliably send emails at scale, manage sender reputations, view email sending statistics, and maintain a high deliverability rate. Leveraging Pipedream's capabilities, you can integrate SES seamlessly into serverless workflows, automate email responses based on triggers from other apps, and analyze the effectiveness of your email campaigns by connecting to data analytics platforms.

Connect Amazon SES

1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
41
42
43
44
module.exports = defineComponent({
  props: {
    amazon_ses: {
      type: "app",
      app: "amazon_ses",
    }
  },
  async run({steps, $}) {
    const AWS = require("aws-sdk")
    const { accessKeyId, secretAccessKey } = this.amazon_ses.$auth
    
    const ses = new AWS.SES({
      accessKeyId, 
      secretAccessKey,
      region: 'us-east-1',
    })
    
    const sesParams = {
      Destination: {
        ToAddresses: ["<your email here>"],
      }, 
      Message: {
        Body: {
          Html: {
            Charset: "UTF-8", 
            Data: "<h1>This is a test</h1>",
          }, 
            Text: {
            Charset: "UTF-8", 
            Data: "This is a test",
          }
        }, 
        Subject: {
          Charset: "UTF-8", 
          Data: "Test email",
        }
      },
      Source: "<your from address here", 
    };
    
    this.resp = await ses.sendEmail(sesParams).promise()
  },
})