Create Message with Nifty API on Client Updated from RiskAdvisor API

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Trigger workflow on

Client Updated from the RiskAdvisor API

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Create Message with the Nifty API

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Getting Started#

This integration creates a workflow with a RiskAdvisor trigger and Nifty action. When you configure and deploy the workflow, it will run on Pipedream's servers 24x7 for free.

Select this integration
Configure the Client Updated trigger
1. Connect your RiskAdvisor account
2. Configure timer
Configure the Create Message action
1. Connect your Nifty account
2. Select a Project ID
3. Configure Text
4. Select a Message Location
Deploy the workflow
Send a test event to validate your setup
Turn on the trigger

Details#

This integration uses pre-built, source-available components from Pipedream's GitHub repo. These components are 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.

Trigger#

Client Updated on RiskAdvisor

Description:Emit new event each time a client is updated in RiskAdvisor. [See the documentation](https://api.riskadvisor.insure/clients#list-all-clients)

Version:0.0.1

Key:riskadvisor-client-updated

View on GitHub

RiskAdvisor Overview#

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.

Trigger Code#

import common from "../common/base.mjs";

export default {
  ...common,
  key: "riskadvisor-client-updated",
  name: "Client Updated",
  description: "Emit new event each time a client is updated in RiskAdvisor. [See the documentation](https://api.riskadvisor.insure/clients#list-all-clients)",
  version: "0.0.1",
  type: "source",
  dedupe: "unique",
  methods: {
    ...common.methods,
    getTsField() {
      return "updated_at";
    },
    getResourceFn() {
      return this.riskadvisor.listClients;
    },
    generateMeta(client) {
      const ts = Date.parse(client[this.getTsField()]);
      return {
        id: `${client.id}${ts}`,
        summary: `Client "${client.first_name} ${client.last_name}" Updated`,
        ts,
      };
    },
  },
};

Trigger 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.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
	`timer`	`$.interface.timer`

Trigger Authentication#

RiskAdvisor uses API keys for authentication. When you connect your RiskAdvisor account, Pipedream securely stores the keys so you can easily authenticate to RiskAdvisor APIs in both code and no-code steps.

About RiskAdvisor#

RiskAdvisor is the all-new smart-form software for insurance agencies that empowers your producers and virtual assistants, while making your agency more commission, and reducing your E&O exposure.

Action#

Create Message on Nifty

Description:Sends a new message in a team's discussion. [See the documentation](https://openapi.niftypm.com/api)

Version:0.0.3

Key:nifty-create-message

View on GitHub

Nifty Overview#

The Nifty API allows for streamlined project management, facilitating task automation and data synchronization within Pipedream. By integrating with the Nifty API, you can automate workflows involving project tracking, task assignments, and progress monitoring, effectively reducing manual overhead. On Pipedream, the API's endpoints can trigger actions, respond to changes, and update records across different services, bringing cohesion to your project management ecosystem.

Action Code#

import { clearObj } from "../../common/utils.mjs";
import nifty from "../../nifty.app.mjs";

export default {
  key: "nifty-create-message",
  name: "Create Message",
  description: "Sends a new message in a team's discussion. [See the documentation](https://openapi.niftypm.com/api)",
  version: "0.0.3",
  annotations: {
    destructiveHint: false,
    openWorldHint: true,
    readOnlyHint: false,
  },
  type: "action",
  props: {
    nifty,
    projectId: {
      propDefinition: [
        nifty,
        "projectId",
      ],
    },
    text: {
      type: "string",
      label: "Text",
      description: "The content of the message.",
    },
    messageLocation: {
      type: "string",
      label: "Message Location",
      description: "Where the message will be posted.",
      reloadProps: true,
      options: [
        "Chat",
        "Task",
        "File",
        "Doc",
      ],
    },
  },
  async additionalProps() {
    const props = {};
    const propName = this.messageLocation;
    if (propName) {
      props[`${propName}Id`] = {
        type: "string",
        label: `${propName} Id`,
        description: `The Id of the ${propName} where the message will be posted.`,
        options: async ({ page }) => {
          const response = await this.nifty[`list${this.messageLocation}s`]({
            params: {
              page,
              project_id: this.projectId,
            },
          });

          const values = response[`${this.messageLocation.toLowerCase()}s`] || response.items || response;

          return values.map(({
            id: value, name: label,
          }) => ({
            label,
            value,
          }));
        },
      };
    }
    return props;
  },
  async run({ $ }) {
    const propName = this.messageLocation;
    const data = {
      type: "text",
      text: this.text,
    };
    if (propName) {
      data[`${propName.toLowerCase()}_id`] = this[`${propName}Id`];
    }
    const response = await this.nifty.sendMessage({
      $,
      data: clearObj(data),
    });

    $.export("$summary", `Successfully sent message to project ID: ${this.projectId}`);
    return response;
  },
};

Action Configuration#

This component may be configured based on the props defined in the component code. Pipedream automatically prompts for input values in the UI.

Label	Prop	Type	Description
Nifty	`nifty`	`app`	This component uses the Nifty app.
Project ID	`projectId`	`string`	Select a value from the drop down menu.
Text	`text`	`string`	The content of the message.
Message Location	`messageLocation`	`string`	Select a value from the drop down menu:`ChatTaskFileDoc`

Action Authentication#

Nifty uses OAuth authentication. When you connect your Nifty account, Pipedream will open a popup window where you can sign into Nifty and grant Pipedream permission to connect to your account. Pipedream securely stores and automatically refreshes the OAuth tokens so you can easily authenticate any Nifty API.

Pipedream requests the following authorization scopes when you connect your account:

filedocmessageprojecttaskmemberlabelmilestonesubtasktask_groupsubteam