Integrate the PreciseFP API with the Notion API

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

Popular Ways to Connect PreciseFP with Notion#

Append Block to Parent with Notion API on New Account Created from PreciseFP API

PreciseFP + Notion

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Append Block to Parent with Notion API on New Form Engagement Completed from PreciseFP API

PreciseFP + Notion

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Append Block to Parent with Notion API on New PDF Engagement from PreciseFP API

PreciseFP + Notion

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Create Account with PreciseFP API on New Database from Notion API

Notion + PreciseFP

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Create Account with PreciseFP API on New Page in Database from Notion API

Notion + PreciseFP

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Popular PreciseFP and Notion 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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New Database from the Notion API

Emit new event when a database is created. Note: Databases must be shared with your Pipedream Integtration to trigger event.

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New Page in Database from the Notion API

Emit new event when a page in a database is created

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Popular PreciseFP and Notion Actions#

Create Account with the PreciseFP API

Create a new account. See the documentation

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Append Block to Parent with the Notion API

Creates and appends blocks to the specified parent. See the documentation

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Create Page with the Notion API

Creates a page from a parent page. The only valid property is title. See the documentation

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Create Page from Database with the Notion API

Creates a page from a database. See the docs

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Duplicate Page with the Notion API

Creates a new page copied from an existing page block. See the 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#

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 Notion#

Notion's API allows for the creation, reading, updating, and deleting of pages, databases, and their contents within Notion. Leveraging Pipedream's platform, you can build workflows that connect Notion with a myriad of other services to automate tasks such as content management, task tracking, and data synchronization. With Pipedream's serverless execution, you can trigger these workflows on a schedule, or by external events from other services, without managing any infrastructure.

Connect Notion#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    notion: {
      type: "app",
      app: "notion",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://api.notion.com/v1/users/me`,
      headers: {
        Authorization: `Bearer ${this.notion.$auth.oauth_access_token}`,
        "Notion-Version": `2021-08-16`,
      },
    })
  },
})