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 Stripe API

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

Create Account with PreciseFP API on New Custom Webhook Events from Stripe API
Stripe + PreciseFP
 
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Cancel a Payment Intent with Stripe API on New Account Created from PreciseFP API
PreciseFP + Stripe
 
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Cancel a Payment Intent with Stripe API on New Form Engagement Completed from PreciseFP API
PreciseFP + Stripe
 
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Cancel a Payment Intent with Stripe API on New PDF Engagement from PreciseFP API
PreciseFP + Stripe
 
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Cancel Or Reverse a Payout with Stripe API on New Account Created from PreciseFP API
PreciseFP + Stripe
 
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New Custom Webhook Events from the Stripe API

Emit new event on each webhook event

 
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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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Canceled Subscription from the Stripe API

Emit new event for each new canceled subscription

 
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Create Account with the PreciseFP API

Create a new account. See the documentation

 
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Cancel a Payment Intent with the Stripe API

Cancel a payment intent. Once canceled, no additional charges will be made by the payment intent and any operations on the payment intent will fail with an error. For payment intents with status=requires_capture, the remaining amount_capturable will automatically be refunded. See the docs for more information

 
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Cancel Or Reverse a Payout with the Stripe API

Cancel or reverse a payout. A payout can be canceled only if it has not yet been paid out. A payout can be reversed only if it has already been paid out. Funds will be refunded to your available balance. See the docs for more information

 
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Capture a Payment Intent with the Stripe API

Capture the funds of an existing uncaptured payment intent. See the docs for more information

 
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Confirm a Payment Intent with the Stripe API

Confirm that your customer intends to pay with current or provided payment method. Upon confirmation, Stripe will attempt to initiate a payment. See the docs for more information

 
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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 Stripe

The Stripe API is a powerful tool for managing online payments, subscriptions, and invoices. With Pipedream, you can leverage this API to automate payment processing, monitor transactions, and sync billing data with other services. Pipedream's no-code platform allows for quick integration and creation of serverless workflows that react to Stripe events in real-time. For instance, you might automatically update customer records, send personalized emails after successful payments, or escalate failed transactions to your support team.

Connect Stripe

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import stripe from 'stripe'

export default defineComponent({
  props: {
    stripe: {
      type: "app",
      app: "stripe",
    }
  },
  async run({steps, $}) {
    const client = stripe(this.stripe.$auth.api_key)

    return await client.accounts.list({ limit: 1 })
  },
})