PreciseFP connector for Okou
Connect PreciseFP to read client and prospect accounts, engagements, templates, reports, teams, and configuration metadata.
Sales & operations · API Token
Use PreciseFP in Okou
PreciseFP REST API for reading financial-planning client accounts, engagements, templates, reports, teams, and configuration metadata.
Once connected, supported PreciseFP actions can become steps in a reusable workflow alongside the other services your team uses. Run the workflow once, on a schedule, or when an event starts it.
What you can do with PreciseFP
- Read account records, profiles, activities, people, and secondary contacts.
- Read dataset, activity, classification, and icon metadata used by PreciseFP.
- Read the current user's settings, teams, permissions, contacts, and available templates.
- Read users available to the authenticated PreciseFP account.
- Read teams, team members, and team email settings.
- Read form engagement records, collected data, history, files, documents, previews, and signatures.
- Read PDF engagement records, data, history, files, documents, previews, and email metadata.
- Read available reports and report downloads.
How the PreciseFP connector works
A connected service becomes one permissioned step in the work you hand off.
- 1
Connect PreciseFP
Choose API Token.
- 2
Choose the work
Use only the supported actions your workflow needs.
- 3
Run it your way
Start it once, schedule it, or attach an event trigger.
Connect PreciseFP securely
Use the connection method that fits your account and grant only the access the workflow needs.
- API Token
Connector access is controlled per service and per action, so a workflow does not need broader access than the work you ask it to do.
What PreciseFP covers
The topics this connector's published operations touch.
- financial planning
- client onboarding
- financial advisors
- client data
- fact finder
PreciseFP connector questions
- What can Okou do with PreciseFP?
- Connect PreciseFP to read client and prospect accounts, engagements, templates, reports, teams, and configuration metadata. Documented actions include: Read account records, profiles, activities, people, and secondary contacts. Read dataset, activity, classification, and icon metadata used by PreciseFP.
- How do I connect PreciseFP to Okou?
- Connect PreciseFP using API Token. The connection controls which supported actions a workflow can use.
- Can PreciseFP run in an automated workflow?
- Yes. After it is connected, supported PreciseFP actions can run in reusable Okou workflows on demand, on a schedule, or from an event trigger.
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