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PreciseFP

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

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PostgreSQL

Integrate the PreciseFP API with the PostgreSQL API

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

Popular Ways to Connect PreciseFP with PostgreSQL

Create Account with PreciseFP API on New Column from PostgreSQL API
PostgreSQL + PreciseFP
 
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Create Account with PreciseFP API on New or Updated Row from PostgreSQL API
PostgreSQL + PreciseFP
 
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Create Account with PreciseFP API on New Row Custom Query from PostgreSQL API
PostgreSQL + PreciseFP
 
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Create Account with PreciseFP API on New Row from PostgreSQL API
PostgreSQL + PreciseFP
 
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Create Account with PreciseFP API on New Table from PostgreSQL API
PostgreSQL + PreciseFP
 
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Popular PreciseFP and PostgreSQL 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 Column from the PostgreSQL API

Emit new event when a new column is added to a table. See the documentation

 
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New or Updated Row from the PostgreSQL API

Emit new event when a row is added or modified. See the documentation

 
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Popular PreciseFP and PostgreSQL Actions

Create Account with the PreciseFP API

Create a new account. See the documentation

 
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Delete Row(s) with the PostgreSQL API

Deletes a row or rows from a table. See the documentation

 
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Execute Custom Query with the PostgreSQL API

Executes a custom query you provide. See the documentation

 
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Find Row with the PostgreSQL API

Finds a row in a table via a lookup column. See the documentation

 
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Find Row With Custom Query with the PostgreSQL API

Finds a row in a table via a custom query. See the documentation

 
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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 PostgreSQL

On Pipedream, you can leverage the PostgreSQL app to create workflows that automate database operations, synchronize data across platforms, and react to database events in real-time. Think handling new row entries, updating records from webhooks, or even compiling reports on a set schedule. Pipedream's serverless platform provides a powerful way to connect PostgreSQL with a variety of apps, enabling you to create tailored automation that fits your specific needs.

Connect PostgreSQL

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import postgresql from "@pipedream/postgresql"

export default defineComponent({
  props: {
    postgresql,
  },
  async run({ steps, $ }) {
    // Component source code:
    // https://github.com/PipedreamHQ/pipedream/tree/master/components/postgresql

    const queryObj = {
      text: "SELECT NOW()",
      values: [], // Ignored since query does not contain placeholders
    };
    const { rows } = await this.postgresql.executeQuery(queryObj);
    return rows;
  },
})
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