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 AWS API

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

Create Account with PreciseFP API on New Scheduled Tasks from AWS API
AWS + PreciseFP
 
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Create Account with PreciseFP API on New SNS Messages from AWS API
AWS + PreciseFP
 
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Create Account with PreciseFP API on New Inbound SES Emails from AWS API
AWS + PreciseFP
 
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CloudWatch Logs - Put Log Event with AWS API on New Account Created from PreciseFP API
PreciseFP + AWS
 
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CloudWatch Logs - Put Log Event with AWS API on New Form Engagement Completed from PreciseFP API
PreciseFP + AWS
 
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New Scheduled Tasks from the AWS API

Creates a Step Function State Machine to publish a message to an SNS topic at a specific timestamp. The SNS topic delivers the message to this Pipedream source, and the source emits it as a new event.

 
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New Account Created from the PreciseFP API

Trigger when a new account is created. See the documentation

 
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New SNS Messages from the AWS API

Creates an SNS topic in your AWS account. Messages published to this topic are emitted from the Pipedream source.

 
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New Form Engagement Completed from the PreciseFP API

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

 
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New Inbound SES Emails from the AWS API

The source subscribes to all emails delivered to a specific domain configured in AWS SES. When an email is sent to any address at the domain, this event source emits that email as a formatted event. These events can trigger a Pipedream workflow and can be consumed via SSE or REST API.

 
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Create Account with the PreciseFP API

Create a new account. See the documentation

 
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CloudWatch Logs - Put Log Event with the AWS API

Uploads a log event to the specified log stream. See docs

 
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DynamoDB - Create Table with the AWS API

Creates a new table to your account. See docs

 
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DynamoDB - Execute Statement with the AWS API

This operation allows you to perform transactional reads or writes on data stored in DynamoDB, using PartiQL. See docs

 
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DynamoDB - Get Item with the AWS API

The Get Item operation returns a set of attributes for the item with the given primary key. If there is no matching item, Get Item does not return any data and there will be no Item element in the response. See docs

 
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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

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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 AWS

The AWS API unlocks endless possibilities for automation with Pipedream. With this powerful combo, you can manage your AWS services and resources, automate deployment workflows, process data, and react to events across your AWS infrastructure. Pipedream offers a serverless platform for creating workflows triggered by various events that can execute AWS SDK functions, making it an efficient tool to integrate, automate, and orchestrate tasks across AWS services and other apps.

Connect AWS

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import AWS from 'aws-sdk'

export default defineComponent({
  props: {
    aws: {
      type: "app",
      app: "aws",
    }
  },
  async run({steps, $}) {
    const { accessKeyId, secretAccessKey } = this.aws.$auth
    
    /* Now, pass the accessKeyId and secretAccessKey to the constructor for your desired service. For example:
    
    const dynamodb = new AWS.DynamoDB({
      accessKeyId, 
      secretAccessKey,
      region: 'us-east-1',
    })
    
    */
  },
})