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with RiskAdvisor and Copper?
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Popular RiskAdvisor and Copper Triggers#
Emit new event each time a client is updated in RiskAdvisor. See the documentation
Emit new event each time a new client is created in RiskAdvisor. See the documentation
Emit new event when a new opportunity is created in Copper
Emit new event when a person object is newly created in Copper
Popular RiskAdvisor and Copper Actions#
Relates an existing project with an existing CRM object. See the documentation
Creates a new person or updates an existing one based on email address. See the documentation
Creates a risk profile in RiskAdvisor. See the documentation
Creates a new project or updates an existing one based on the project name. See the documentation
Overview of RiskAdvisor#
The RiskAdvisor API offers a way to integrate insurance advisory services into your applications seamlessly. By leveraging this API within Pipedream, you can automate the process of obtaining insurance quotes, processing claims, and providing personalized insurance advice. Pipedream's serverless execution environment allows you to create workflows that react to various triggers (such as webhooks, emails, or schedules) and interact with the RiskAdvisor API to carry out tasks without manual intervention. This can streamline operations for insurance agencies, fintech apps, or any business that needs to integrate insurance-related services.
Connect RiskAdvisor#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
riskadvisor: {
type: "app",
app: "riskadvisor",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://app.riskadvisor.insure/api/clients`,
headers: {
Authorization: `Bearer ${this.riskadvisor.$auth.api_token}`,
},
})
},
})
Overview of Copper#
Copper CRM's API unlocks the potential to streamline customer relationship management through automation and integration. On Pipedream, this means you can leverage event-driven workflows to sync contacts, manage deals, and automate tasks. Think of it as connecting Copper's insights directly to other apps or databases, triggering events in real-time based on CRM updates or capturing fresh leads instantaneously.
Connect Copper#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
copper: {
type: "app",
app: "copper",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://api.prosperworks.com/developer_api/v1/account`,
headers: {
"X-PW-AccessToken": `${this.copper.$auth.api_key}`,
"X-PW-Application": `developer_api`,
"X-PW-UserEmail": `${this.copper.$auth.email}`,
"Content-Type": `application/json`,
},
})
},
})
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