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 Twilio SendGrid API

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

Add Email to Global Suppression with Twilio SendGrid API on New Account Created from PreciseFP API
PreciseFP + Twilio SendGrid
 
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Add Email to Global Suppression with Twilio SendGrid API on New Form Engagement Completed from PreciseFP API
PreciseFP + Twilio SendGrid
 
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Add Email to Global Suppression with Twilio SendGrid API on New PDF Engagement from PreciseFP API
PreciseFP + Twilio SendGrid
 
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Add or Update Contact with Twilio SendGrid API on New Account Created from PreciseFP API
PreciseFP + Twilio SendGrid
 
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Add or Update Contact with Twilio SendGrid API on New Form Engagement Completed from PreciseFP API
PreciseFP + Twilio SendGrid
 
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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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New Contact from the Twilio SendGrid API

Emit new event when a new contact is created

 
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New Events (Instant) from the Twilio SendGrid API

Emit new event when any of the specified SendGrid events is received

 
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Create Account with the PreciseFP API

Create a new account. See the documentation

 
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Add Email to Global Suppression with the Twilio SendGrid API

Allows you to add one or more email addresses to the global suppressions group. See the docs here

 
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Add or Update Contact with the Twilio SendGrid API

Adds or updates a contact. See the docs here

 
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Create Contact List with the Twilio SendGrid API

Allows you to create a new contact list. See the docs here

 
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Delete Blocks with the Twilio SendGrid API

Allows you to delete all email addresses on your blocks list. 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 Twilio SendGrid

The Twilio SendGrid API opens up a world of possibilities for email automation, enabling you to send emails efficiently and track their performance. With this API, you can programmatically create and send personalized email campaigns, manage contacts, and parse inbound emails for data extraction. When you harness the power of Pipedream, you can connect SendGrid to hundreds of other apps to automate workflows, such as triggering email notifications based on specific actions, syncing email stats with your analytics, or handling incoming emails to create tasks or tickets.

Connect Twilio SendGrid

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import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    sendgrid: {
      type: "app",
      app: "sendgrid",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://api.sendgrid.com/v3/user/account`,
      headers: {
        Authorization: `Bearer ${this.sendgrid.$auth.api_key}`,
      },
    })
  },
})

Community Posts

How Our Family Uses SMS and Smart Picture Frames to Connect During Remote Holidays
How Our Family Uses SMS and Smart Picture Frames to Connect During Remote Holidays
Two days before Thanksgiving, I decided to put together a simple way for our family to share pictures, because we couldn’t be together in person. The idea: smart photo frames that everyone could text pictures to. Here’s how I got it working. tldr; A Pipedream workflow parses SMS messages sent to a Twilio phone number, extracting the pictures and then using SendGrid to email them to the dedicated email addresses used by our Pix-Star photo frames.