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with Capsule and White Swan?
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Popular Capsule and White Swan Actions#
Imports client data for pre-filling applications to enrich the user experience. See the documentation
Retrieves information about clients referred from the user's White Swan account. See the documentation
Creates a new comprehensive quote request based on the information provided and generates the final quotation without further data requirements. See the documentation
Overview of Capsule#
The Capsule API provides access to a treasure trove of customer relationship management (CRM) functions. Through Pipedream's serverless platform, it becomes fantastically simple to automate interactions with your Capsule CRM data. Envision syncing contacts, managing cases, tracking sales opportunities, or even automating follow-up emails based on customer behavior. The workflows created can be both time-saving and insightful, providing not just automation but also analytics on customer engagements.
Connect Capsule#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
capsule: {
type: "app",
app: "capsule",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://api.capsulecrm.com/api/v2/users/current`,
headers: {
Authorization: `Bearer ${this.capsule.$auth.oauth_access_token}`,
},
})
},
})
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#
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`,
},
})
},
})
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