White Swan

White Swan’s digital platform and expert advisors makes it easy to get your clients any type of life insurance solution with the highest best-interest standards and most convenient experience.

Integrate the White Swan API with the ServiceNow API

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

Create Table Record with ServiceNow API on New Earnings Event from White Swan API
White Swan + ServiceNow
 
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Create Table Record with ServiceNow API on New Personal Plan from White Swan API
White Swan + ServiceNow
 
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Get Table Record By SysId with ServiceNow API on New Earnings Event from White Swan API
White Swan + ServiceNow
 
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Get Table Record By SysId with ServiceNow API on New Personal Plan from White Swan API
White Swan + ServiceNow
 
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Get Table Records with ServiceNow API on New Earnings Event from White Swan API
White Swan + ServiceNow
 
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New Earnings Event from the White Swan API

Emit new event when a new earnings event is created for your account, such as credits from client referrals or partner payouts.

 
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New Personal Plan from the White Swan API

Emit new event when a customer creates a personal plan.

 
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Create Pre-fill Info with the White Swan API

Imports client data for pre-filling applications to enrich the user experience. 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 Referred Clients Info with the White Swan API

Retrieves information about clients referred from the user's White Swan account. See the documentation

 
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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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Overview of White Swan

The White Swan API provides predictive analytics for mitigating risks in financial portfolios using artificial intelligence. By leveraging the White Swan API in Pipedream, you can automate the process of gathering insights, monitoring market conditions, and integrating advanced risk analysis into your existing financial systems. With Pipedream's serverless platform, you can construct workflows to react in real-time to data from White Swan, send alerts, and even automate trades or adjustments based on risk thresholds or predictive signals.

Connect White Swan

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import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    white_swan: {
      type: "app",
      app: "white_swan",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      method: "post",
      url: `https://app.whiteswan.io/api/1.1/wf/plan_requests`,
      headers: {
        Authorization: `Bearer ${this.white_swan.$auth.api_key}`,
        "Accept": `application/json`,
        "Content-Type": `application/json`,
      },
    })
  },
})

Overview of ServiceNow

The ServiceNow API lets developers access and manipulate records, manage workflows, and integrate with other services on its IT service management platform. These capabilities support automating tasks, syncing data across platforms, and boosting operational efficiencies.

Connect ServiceNow

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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}`,
      },
    })
  },
})