Integrate the PreciseFP API with the Node API

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

Popular Ways to Connect PreciseFP with Node#

Run Node Code with Node API on New Account Created from PreciseFP API

PreciseFP + Node

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Run Node Code with Node API on New Form Engagement Completed from PreciseFP API

PreciseFP + Node

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Run Node Code with Node API on New PDF Engagement from PreciseFP API

PreciseFP + Node

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Popular PreciseFP and Node Triggers#

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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Popular PreciseFP and Node Actions#

Create Account with the PreciseFP API

Create a new account. See the documentation

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Run Node Code with the Node API

Write custom Node.js code and use any of the 400k+ npm packages available. Refer to the Pipedream Node docs to learn more.

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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#

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 Node#

Develop, run and deploy your Node.js code in Pipedream workflows, using it between no-code steps, with connected accounts, or integrate Data Stores and File Stores.

This includes installing NPM packages, within your code without having to manage a package.json file or running npm install.

Below is an example of installing the axios package in a Pipedream Node.js code step. Pipedream imports the axios package, performs the API request, and shares the response with subsequent workflow steps:

Connect Node#

// To use previous step data, pass the `steps` object to the run() function
export default defineComponent({
  async run({ steps, $ }) {
    // Return data to use it in future steps
    return steps.trigger.event
  },
})