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with RiskAdvisor and Holded?
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Popular RiskAdvisor and Holded Triggers#
Emit new event each time a client is updated in RiskAdvisor. See the documentation
Emit new event when an existing contact is created in Holded. See the docs
Emit new event when invoice is generated in Holded. See the docs
Emit new event each time a new client is created in RiskAdvisor. See the documentation
Popular RiskAdvisor and Holded Actions#
Creates a risk profile in RiskAdvisor. See the documentation
Deliver an email with a document to a contact through Holded. See the docs
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 Holded#
The Holded API offers access to a versatile platform that combines accounting, invoicing, inventory, and project management. It's designed to streamline various business processes. With Pipedream, you can connect Holded to hundreds of other apps to automate workflows. This means you can sync invoices with your CRM, get real-time alerts for new sales, or even automate inventory updates. The API's endpoints allow you to manage contacts, products, accounting, and more, enabling your business to stay organized and efficient.
Connect Holded#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
holded: {
type: "app",
app: "holded",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://api.holded.com/api/invoicing/v1/contacts`,
headers: {
"Accept": `application/json`,
"key": `${this.holded.$auth.api_key}`,
},
})
},
})
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