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 Supabase API

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

Create Account with PreciseFP API on New Row Added from Supabase API
Supabase + PreciseFP
 
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Create Account with PreciseFP API on New Webhook Event (Instant) from Supabase API
Supabase + PreciseFP
 
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Delete Row with Supabase API on New Account Created from PreciseFP API
PreciseFP + Supabase
 
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Delete Row with Supabase API on New Form Engagement Completed from PreciseFP API
PreciseFP + Supabase
 
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Delete Row with Supabase API on New PDF Engagement from PreciseFP API
PreciseFP + Supabase
 
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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 Row Added from the Supabase API

Emit new event for every new row added in a table. See documentation here

 
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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 Webhook Event (Instant) from the Supabase API

Emit new event for every insert, update, or delete operation in a table. This source requires user configuration using the Supabase website. More information in the README. Also see documentation here

 
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Create Account with the PreciseFP API

Create a new account. See the documentation

 
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Delete Row with the Supabase API

Deletes row(s) in a database. See the docs here

 
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Insert Row with the Supabase API

Inserts a new row into a database. See the docs here

 
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Remote Procedure Call with the Supabase API

Call a Postgres function in a database. See the docs here

 
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Select Row with the Supabase API

Selects row(s) in a database. 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 Supabase

Supabase is a real-time backend-as-a-service that provides developers with a suite of tools to quickly build and scale their applications. It offers database storage, authentication, instant APIs, and real-time subscriptions. With the Supabase API, you can perform CRUD operations on your database, manage users, and listen to database changes in real time. When integrated with Pipedream, you can automate workflows that react to these database events, synchronize data across multiple services, or streamline user management processes.

Connect Supabase

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import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    supabase: {
      type: "app",
      app: "supabase",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://${this.supabase.$auth.subdomain}.supabase.co/rest/v1/`,
      headers: {
        Authorization: `Bearer ${this.supabase.$auth.service_key}`,
        "apikey": `${this.supabase.$auth.service_key}`,
      },
    })
  },
})