Create Client with RiskAdvisor API

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Create Client with the RiskAdvisor API

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Getting Started#

Create a workflow to Create Client with the RiskAdvisor API. When you configure and deploy the workflow, it will run on Pipedream's servers 24x7 for free.

Configure the Create Client action
1. Connect your RiskAdvisor account
2. Configure First Name
3. Configure Last Name
4. Configure Phone Number
5. Configure Email
6. Optional- Configure Middle Name
7. Optional- Configure Suffix
8. Optional- Configure Date of Birth
9. Optional- Configure Contact Preference
10. Optional- Configure Gender
11. Optional- Configure Education
12. Optional- Configure Occupation
Select a trigger to run your workflow on HTTP requests, schedules or app events
Deploy the workflow
Send a test event to validate your setup
Turn on the trigger

Integrations#

Create Client with RiskAdvisor API on New Requests (Payload Only) from HTTP / Webhook API

HTTP / Webhook + RiskAdvisor

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Create Client with RiskAdvisor API on New Submission from Typeform API

Typeform + RiskAdvisor

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Create Client with RiskAdvisor API on Custom Events from Zoom API

Zoom + RiskAdvisor

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Create Client with RiskAdvisor API on New Submission (Instant) from Jotform API

Jotform + RiskAdvisor

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Create Client with RiskAdvisor API on New Scheduled Tasks from Pipedream API

Pipedream + RiskAdvisor

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Details#

This is a pre-built, source-available component from Pipedream's GitHub repo. The component is 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.

Create Client on RiskAdvisor

Description:Create a new client in RiskAdvisor. [See the documentation](https://api.riskadvisor.insure/clients#create-a-client)

Version:0.0.1

Key:riskadvisor-create-client

View on GitHub

Code#

import riskadvisor from "../../riskadvisor.app.mjs";

export default {
  key: "riskadvisor-create-client",
  name: "Create Client",
  description: "Create a new client in RiskAdvisor. [See the documentation](https://api.riskadvisor.insure/clients#create-a-client)",
  version: "0.0.1",
  type: "action",
  props: {
    riskadvisor,
    firstName: {
      propDefinition: [
        riskadvisor,
        "firstName",
      ],
    },
    lastName: {
      propDefinition: [
        riskadvisor,
        "lastName",
      ],
    },
    phoneNumber: {
      propDefinition: [
        riskadvisor,
        "phoneNumber",
      ],
    },
    email: {
      propDefinition: [
        riskadvisor,
        "email",
      ],
    },
    middleName: {
      propDefinition: [
        riskadvisor,
        "middleName",
      ],
    },
    suffix: {
      propDefinition: [
        riskadvisor,
        "suffix",
      ],
    },
    dateOfBirth: {
      propDefinition: [
        riskadvisor,
        "dateOfBirth",
      ],
    },
    contactPreference: {
      propDefinition: [
        riskadvisor,
        "contactPreference",
      ],
    },
    gender: {
      propDefinition: [
        riskadvisor,
        "gender",
      ],
    },
    education: {
      propDefinition: [
        riskadvisor,
        "education",
      ],
    },
    occupation: {
      propDefinition: [
        riskadvisor,
        "occupation",
      ],
    },
  },
  async run({ $ }) {
    const response = await this.riskadvisor.createClient({
      data: {
        first_name: this.firstName,
        last_name: this.lastName,
        phone_number: this.phoneNumber,
        email: this.email,
        middle_name: this.middleName,
        suffix: this.suffix,
        date_of_birth: this.dateOfBirth,
        contact_preference: this.contactPreference,
        gender: this.gender,
        education: this.education,
        occupation: this.occupation,
      },
      $,
    });

    if (response?.id) {
      $.export("$summary", `Successfully created client with ID ${response.id}.`);
    }

    return response;
  },
};

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
RiskAdvisor	`riskadvisor`	`app`	This component uses the RiskAdvisor app.
First Name	`firstName`	`string`	The first name of the client.
Last Name	`lastName`	`string`	The last name of the client.
Phone Number	`phoneNumber`	`string`	The phone number for the client.
Email	`email`	`string`	The email address of the client.
Middle Name	`middleName`	`string`	The middle name of the client.
Suffix	`suffix`	`string`	The suffix of the client.
Date of Birth	`dateOfBirth`	`string`	The date of birth of the client.
Contact Preference	`contactPreference`	`string`	The client's preferred contact method (i.e. phone or email).
Gender	`gender`	`string`	The client's gender.
Education	`education`	`string`	The client's education level.
Occupation	`occupation`	`string`	The client's occupation.