Update Client with RiskAdvisor API

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Update Client with the RiskAdvisor API

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Getting Started#

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

Configure the Update Client action
1. Connect your RiskAdvisor account
2. Select a Client
3. Optional- Configure First Name
4. Optional- Configure Last Name
5. Optional- Configure Phone Number
6. Optional- Configure Email
7. Optional- Configure Middle Name
8. Optional- Configure Suffix
9. Optional- Configure Date of Birth
10. Optional- Configure Contact Preference
11. Optional- Configure Gender
12. Optional- Configure Education
13. 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#

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

HTTP / Webhook + RiskAdvisor

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Update Client with RiskAdvisor API on Custom Events from Zoom API

Zoom + RiskAdvisor

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

Jotform + RiskAdvisor

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Update 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.

Update Client on RiskAdvisor

Description:Updates an existing in RiskAdvisor. [See the documentation](https://api.riskadvisor.insure/clients#update-a-client)

Version:0.0.1

Key:riskadvisor-update-client

View on GitHub

Code#

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

export default {
  key: "riskadvisor-update-client",
  name: "Update Client",
  description: "Updates an existing in RiskAdvisor. [See the documentation](https://api.riskadvisor.insure/clients#update-a-client)",
  version: "0.0.1",
  type: "action",
  props: {
    riskadvisor,
    clientId: {
      propDefinition: [
        riskadvisor,
        "clientId",
      ],
    },
    firstName: {
      propDefinition: [
        riskadvisor,
        "firstName",
      ],
      optional: true,
    },
    lastName: {
      propDefinition: [
        riskadvisor,
        "lastName",
      ],
      optional: true,
    },
    phoneNumber: {
      propDefinition: [
        riskadvisor,
        "phoneNumber",
      ],
      optional: true,
    },
    email: {
      propDefinition: [
        riskadvisor,
        "email",
      ],
      optional: true,
    },
    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",
      ],
    },
  },
  methods: {
    // getClient endpoint "/api/clients/:id" not yet implemented in the RiskAdvisor API
    // todo: update to use getClient endpoint when implemented
    async getClient(clientId) {
      const clients = this.riskadvisor.paginate({
        resourceFn: this.riskadvisor.listClients,
      });

      for await (const client of clients) {
        if (client.id === clientId) {
          return client;
        }
      }
    },
  },
  async run({ $ }) {
    const client = await this.getClient(this.clientId);

    const response = await this.riskadvisor.updateClient({
      clientId: this.clientId,
      data: lodash.pickBy({
        first_name: this.firstName || client.first_name,
        last_name: this.lastName || client.last_name,
        phone_number: this.phoneNumber || client.phone_number,
        email: this.email || client.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 updated 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.
Client	`clientId`	`integer`	Select a value from the drop down menu.
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.