Integrate the PreciseFP API with the ServiceNow API

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

Popular Ways to Connect PreciseFP with ServiceNow#

Create Table Record with ServiceNow API on New Account Created from PreciseFP API

PreciseFP + ServiceNow

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Create Table Record with ServiceNow API on New Form Engagement Completed from PreciseFP API

PreciseFP + ServiceNow

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Create Table Record with ServiceNow API on New PDF Engagement from PreciseFP API

PreciseFP + ServiceNow

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Get Table Record By SysId with ServiceNow API on New Account Created from PreciseFP API

PreciseFP + ServiceNow

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Get Table Record By SysId with ServiceNow API on New Form Engagement Completed from PreciseFP API

PreciseFP + ServiceNow

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Popular PreciseFP and ServiceNow 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 ServiceNow Actions#

Create Account with the PreciseFP API

Create a new account. See the documentation

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Create Table Record with the ServiceNow API

Inserts one record in the specified table.

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Get Table Record By SysId with the ServiceNow API

Retrieves the record identified by the specified sys_id from the specified table.

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Get Table Records with the ServiceNow API

Retrieves multiple records for the specified table.

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Update Table Record with the ServiceNow API

Updates the specified record with the name-value pairs included in the request body.

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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 ServiceNow#

The ServiceNow API enables developers to tap into the robust capabilities of ServiceNow's IT service management platform. With the API, you can create, read, update, and delete records, manage workflows, and integrate with other services. By leveraging these capabilities, you can automate routine tasks, sync data across multiple platforms, and enhance operational efficiencies.

Connect ServiceNow#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    servicenow: {
      type: "app",
      app: "servicenow",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://${this.servicenow.$auth.instance_name}.service-now.com/api/now/table/incident`,
      headers: {
        Authorization: `Bearer ${this.servicenow.$auth.oauth_access_token}`,
      },
    })
  },
})