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 Klaviyo API

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

Add Member To List with Klaviyo API on New Account Created from PreciseFP API
PreciseFP + Klaviyo
 
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Add Member To List with Klaviyo API on New Form Engagement Completed from PreciseFP API
PreciseFP + Klaviyo
 
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Add Member To List with Klaviyo API on New PDF Engagement from PreciseFP API
PreciseFP + Klaviyo
 
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Create New List with Klaviyo API on New Account Created from PreciseFP API
PreciseFP + Klaviyo
 
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Create New List with Klaviyo API on New Form Engagement Completed from PreciseFP API
PreciseFP + Klaviyo
 
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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 Form Engagement Completed from the PreciseFP API

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

 
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New PDF Engagement from the PreciseFP API

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

 
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Create Account with the PreciseFP API

Create a new account. See the documentation

 
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Add Member To List with the Klaviyo API

Add member to a specific list. See the docs here

 
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Create New List with the Klaviyo API

Creates a new list in an account. See the docs here

 
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Get Lists with the Klaviyo API

Get a listing of all of the lists in an account. See the docs here

 
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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 Klaviyo

The Klaviyo API grants you the power to automate and personalize your email marketing efforts. With it, you can manage lists, profiles, and campaigns, track event-driven communications, and analyze the results. By leveraging this API on Pipedream, you can create intricate, automated workflows that respond in real-time to your users' behavior, sync data across multiple platforms, and tailor your marketing strategies to improve engagement and conversion rates.

Connect Klaviyo

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import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    klaviyo: {
      type: "app",
      app: "klaviyo",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: ` https://a.klaviyo.com/api/accounts/`,
      headers: {
        "Authorization": `Klaviyo-API-Key ${this.klaviyo.$auth.api_key}`,
        "revision": `2023-12-15`,
      },
    })
  },
})