Submit Complete Plan Request with White Swan API on New Message (Instant) from Discord API

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New Message (Instant) from the Discord API

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Submit Complete Plan Request with the White Swan API

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Getting Started#

This integration creates a workflow with a Discord trigger and White Swan action. When you configure and deploy the workflow, it will run on Pipedream's servers 24x7 for free.

Select this integration
Configure the New Message (Instant) trigger
1. Connect your Discord account
2. Configure Channels
3. Configure discordApphook
Configure the Submit Complete Plan Request action
1. Connect your White Swan account
2. Configure Name
3. Configure Email
4. Select a Policy Type
5. Select a Main Goal
6. Configure Resident State
7. Configure Death Benefit Needed
8. Select a Payment Schedule
9. Select a Gender
10. Configure Date of Birth
11. Select a Health Rating
12. Configure Uses Tobacco
13. Configure Insured Height in Feet
14. Configure Insured Height in Inches
15. Configure Insured Weight
16. Optional- Configure Pre-fill Info ID
Deploy the workflow
Send a test event to validate your setup
Turn on the trigger

Details#

This integration uses pre-built, source-available components from Pipedream's GitHub repo. These components are developed by Pipedream and the community, and verified and maintained by Pipedream.

To contribute an update to an existing component or create a new component, create a PR on GitHub. If you're new to Pipedream component development, you can start with quickstarts for trigger span and action development, and then review the component API reference.

Trigger#

New Message (Instant) on Discord

Description:Emit new event for each message posted to one or more channels in a Discord server

Version:1.0.3

Key:discord-new-message

View on GitHub

Discord Overview#

The Discord API interacts seamlessly with Pipedream, empowering you to craft customized automations and workflows for your Discord server. With this powerful integration, you can automate tasks like message posting, user management, and notifications, based on a myriad of triggers and actions from different apps. These automations can enhance the Discord experience for community moderators and members, by synchronizing with external tools, organizing community engagement, and streamlining notifications.

Trigger Code#

import discord from "../../discord.app.mjs";
import sampleEmit from "./test-event.mjs";

export default {
  type: "source",
  key: "discord-new-message",
  name: "New Message (Instant)",
  description: "Emit new event for each message posted to one or more channels in a Discord server",
  version: "1.0.3",

  dedupe: "unique",
  props: {
    discord,
    channels: {
      type: "$.discord.channel[]",
      appProp: "discord",
      label: "Channels",
      description: "Select the channel(s) you'd like to be notified for",
    },
    // eslint-disable-next-line pipedream/props-label,pipedream/props-description
    discordApphook: {
      type: "$.interface.apphook",
      appProp: "discord",
      async eventNames() {
        return this.channels || [];
      },
    },
  },
  async run(event) {
    if (event.guildID != this.discord.$auth.guild_id) {
      return;
    }
    this.$emit(event, {
      id: event.id,
    });
  },
  sampleEmit,
};

Trigger Configuration#

This component may be configured based on the props defined in the component code. Pipedream automatically prompts for input values in the UI and CLI.

Label	Prop	Type	Description
Discord	`discord`	`app`	This component uses the Discord app.
Channels	`channels`	`$.discord.channel[]`	Select the channel(s) you'd like to be notified for
	`discordApphook`	`$.interface.apphook`

Trigger Authentication#

Discord uses OAuth authentication. When you connect your Discord account, Pipedream will open a popup window where you can sign into Discord and grant Pipedream permission to connect to your account. Pipedream securely stores and automatically refreshes the OAuth tokens so you can easily authenticate any Discord API.

Pipedream requests the following authorization scopes when you connect your account:

botemailidentifyguilds

About Discord#

Use this app to create a Discord source that emits messages from your guild to a Pipedream workflow.

Action#

Submit Complete Plan Request on White Swan

Description:Creates a new comprehensive quote request based on the information provided and generates the final quotation without further data requirements. [See the documentation](https://docs.whiteswan.io/partner-knowledge-base/api-documentation/action-calls/submit-complete-plan-request)

Version:0.0.1

Key:white_swan-submit-complete-plan-request

View on GitHub

White Swan Overview#

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.

Action Code#

import whiteSwan from "../../white_swan.app.mjs";
import constants from "../../common/constants.mjs";
import utils from "../../common/utils.mjs";

export default {
  key: "white_swan-submit-complete-plan-request",
  name: "Submit Complete Plan Request",
  description: "Creates a new comprehensive quote request based on the information provided and generates the final quotation without further data requirements. [See the documentation](https://docs.whiteswan.io/partner-knowledge-base/api-documentation/action-calls/submit-complete-plan-request)",
  version: "0.0.1",
  type: "action",
  props: {
    whiteSwan,
    name: {
      type: "string",
      label: "Name",
      description: "The full name of the person who the request is made on behalf of.",
    },
    email: {
      type: "string",
      label: "Email",
      description: "The email of the person who the request is made on behalf of.",
    },
    policyType: {
      type: "string",
      label: "Policy Type",
      description: "The policy type that this request is made for.",
      options: constants.POLICY_TYPE,
    },
    mainGoal: {
      type: "string",
      label: "Main Goal",
      description: "The primary goal of this plan request, either Protection or Accumulation.",
      options: constants.MAIN_GOAL,
    },
    residentState: {
      type: "string",
      label: "Resident State",
      description: "The state in which the insured person is a resident. Example: `California`",
    },
    deathBenefitNeeded: {
      type: "integer",
      label: "Death Benefit Needed",
      description: "The amount of death benefit that is required for this plan. To opt for the lowest amount possible given a certain premium budget, use 0.",
      default: 0,
    },
    paymentSchedule: {
      type: "string",
      label: "Payment Schedule",
      description: "How often premiums should be paid on this plan.",
      options: constants.PAYMENT_SCHEDULE,
    },
    gender: {
      type: "string",
      label: "Gender",
      description: "Whether the intended insured person is Male or Female.",
      options: constants.GENDER,
    },
    dateOfBirth: {
      type: "string",
      label: "Date of Birth",
      description: "The date of birth of the intended insured person in ISO 8601 format.",
    },
    healthRating: {
      type: "string",
      label: "Health Rating",
      description: "How the insured person would rate their own general health.",
      options: constants.HEALTH_RATING,
    },
    usesTobacco: {
      type: "boolean",
      label: "Uses Tobacco",
      description: "Whether the intended insured person uses tobacco/nicotine products or not.",
    },
    insuredHeightFeet: {
      type: "integer",
      label: "Insured Height in Feet",
      description: "The height in feet of the intended insured person.",
    },
    insuredHeightInches: {
      type: "integer",
      label: "Insured Height in Inches",
      description: "The height in inches of the intended insured person.",
    },
    insuredWeight: {
      type: "integer",
      label: "Insured Weight",
      description: "The weight in pounds of the intended insured person.",
    },
    prefillInfoId: {
      type: "string",
      label: "Pre-fill Info ID",
      description: "If you have already created a pre-fill information you can pass its ID by using this parameter to associate that info with this request.",
      optional: true,
    },
  },
  async run({ $ }) {
    const response = await this.whiteSwan.createQuoteRequest({
      $,
      data: {
        name: this.name,
        email: this.email,
        policy_type: this.policyType,
        main_goal: this.mainGoal,
        resident_state: this.residentState,
        death_benefit: this.deathBenefitNeeded,
        payment_schedule: this.paymentSchedule,
        gender: this.gender,
        date_of_birth: utils.convertISOToCustomFormat(this.dateOfBirth),
        health_rating: this.healthRating,
        tobacco: this.usesTobacco,
        height_feet: this.insuredHeightFeet,
        height_inches: this.insuredHeightInches,
        weight_pounds: this.insuredWeight,
        contact_id: this.prefillInfoId,
      },
    });
    $.export("$summary", "Successfully submitted complete plan request");
    return response;
  },
};

Action Configuration#

This component may be configured based on the props defined in the component code. Pipedream automatically prompts for input values in the UI.

Label	Prop	Type	Description
White Swan	`whiteSwan`	`app`	This component uses the White Swan app.
Name	`name`	`string`	The full name of the person who the request is made on behalf of.
Email	`email`	`string`	The email of the person who the request is made on behalf of.
Policy Type	`policyType`	`string`	Select a value from the drop down menu:`Variable Universal LifeIndexed Universal LifeWhole LifeTerm LifeGuaranteed Universal LifePrivate Placement Life`
Main Goal	`mainGoal`	`string`	Select a value from the drop down menu:`AccumulationProtection`
Resident State	`residentState`	`string`	The state in which the insured person is a resident. Example: `California`
Death Benefit Needed	`deathBenefitNeeded`	`integer`	The amount of death benefit that is required for this plan. To opt for the lowest amount possible given a certain premium budget, use 0.
Payment Schedule	`paymentSchedule`	`string`	Select a value from the drop down menu:`MonthlyQuarterlyYearly`
Gender	`gender`	`string`	Select a value from the drop down menu:`MaleFemale`
Date of Birth	`dateOfBirth`	`string`	The date of birth of the intended insured person in ISO 8601 format.
Health Rating	`healthRating`	`string`	Select a value from the drop down menu:`AverageGoodExcellent`
Uses Tobacco	`usesTobacco`	`boolean`	Whether the intended insured person uses tobacco/nicotine products or not.
Insured Height in Feet	`insuredHeightFeet`	`integer`	The height in feet of the intended insured person.
Insured Height in Inches	`insuredHeightInches`	`integer`	The height in inches of the intended insured person.
Insured Weight	`insuredWeight`	`integer`	The weight in pounds of the intended insured person.
Pre-fill Info ID	`prefillInfoId`	`string`	If you have already created a pre-fill information you can pass its ID by using this parameter to associate that info with this request.

Submit Complete Plan Request with White Swan API on New Message (Instant) from Discord API

Pipedream makes it easy to connect APIs for White Swan, Discord and 2,000+ other apps remarkably fast.

Trusted by 800,000+ developers from startups to Fortune 500 companies

Developers ♥ Pipedream

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