Integrate the PreciseFP API with the Zendesk API

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

Popular Ways to Connect PreciseFP with Zendesk#

Create Account with PreciseFP API on New Ticket (Instant) from Zendesk API

Zendesk + PreciseFP

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Create Account with PreciseFP API on New Ticket Added to View (Instant) from Zendesk API

Zendesk + PreciseFP

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Create Account with PreciseFP API on Ticket Closed (Instant) from Zendesk API

Zendesk + PreciseFP

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Create Account with PreciseFP API on Ticket Pending (Instant) from Zendesk API

Zendesk + PreciseFP

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Create Account with PreciseFP API on Ticket Solved (Instant) from Zendesk API

Zendesk + PreciseFP

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Popular PreciseFP and Zendesk 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 Ticket (Instant) from the Zendesk API

Emit new event when a ticket is created

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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 Ticket Added to View (Instant) from the Zendesk API

Emit new event when a ticket is added to the specified view

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Popular PreciseFP and Zendesk Actions#

Create Account with the PreciseFP API

Create a new account. See the documentation

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Create Ticket with the Zendesk API

Creates a ticket. See the documentation.

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Delete Ticket with the Zendesk API

Deletes a ticket. See the documentation.

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Update Ticket with the Zendesk API

Updates a ticket. 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#

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 Zendesk#

The Zendesk API enables seamless integration of Zendesk's customer service platform with your existing business processes and third-party applications. By leveraging this API with Pipedream, you can automate ticket tracking, sync customer data, escalate issues, and streamline communication across multiple channels. This can significantly increase efficiency, accelerate response times, and enhance the overall customer experience. Automations can range from simple notifications to complex workflows involving data transformation and multi-step actions across various services.

Connect Zendesk#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    zendesk: {
      type: "app",
      app: "zendesk",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://${this.zendesk.$auth.subdomain}.zendesk.com/api/v2/users/me/`,
      headers: {
        Authorization: `Bearer ${this.zendesk.$auth.oauth_access_token}`,
      },
    })
  },
})