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.

Integrate the RiskAdvisor API with the Pipedream API

Setup the RiskAdvisor API trigger to run a workflow which integrates with the Pipedream API. Pipedream's integration platform allows you to integrate RiskAdvisor and Pipedream remarkably fast. Free for developers.

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Create Client with RiskAdvisor API on New Scheduled Tasks from Pipedream API
Pipedream + RiskAdvisor
 
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Create Risk Profile with RiskAdvisor API on New Scheduled Tasks from Pipedream API
Pipedream + RiskAdvisor
 
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Update Client with RiskAdvisor API on New Scheduled Tasks from Pipedream API
Pipedream + RiskAdvisor
 
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Create a Subscription with Pipedream API on Client Updated from RiskAdvisor API
RiskAdvisor + Pipedream
 
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Create a Subscription with Pipedream API on New Client Created from RiskAdvisor API
RiskAdvisor + Pipedream
 
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Client Updated from the RiskAdvisor API

Emit new event each time a client is updated in RiskAdvisor. See the documentation

 
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New Scheduled Tasks from the Pipedream API

Exposes an HTTP API for scheduling messages to be emitted at a future time

 
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New Upcoming Event Alert from the Pipedream API

Emit new event based on a time interval before an upcoming event in the calendar. This source uses Pipedream's Task Scheduler. See the documentation for more information and instructions for connecting your Pipedream account.

 
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Card Due Date Reminder from the Pipedream API

Emit new event at a specified time before a card is due.

 
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New Client Created from the RiskAdvisor API

Emit new event each time a new client is created in RiskAdvisor. See the documentation

 
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Create Client with the RiskAdvisor API

Create a new client in RiskAdvisor. See the documentation

 
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Create Risk Profile with the RiskAdvisor API

Creates a risk profile in RiskAdvisor. See the documentation

 
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Create a Subscription with the Pipedream API

Create a Subscription. See Doc

 
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Update Client with the RiskAdvisor API

Updates an existing in RiskAdvisor. See the documentation

 
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Delete a Subscription with the Pipedream API

Delete a Subscription. See Doc

 
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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

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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 Pipedream

Pipedream is an API that allows you to build applications that can connect to
various data sources and processes them in real-time. You can use Pipedream to
create applications that can perform ETL (Extract, Transform, and Load) tasks,
as well as to create data-driven workflows.

Some examples of applications you can build using the Pipedream API include:

  • An application that can extract data from a database, transform it, and then
    load it into another database.
  • An application that can monitor a data source for changes, and then trigger a
    workflow in response to those changes.
  • An application that can poll an API for new data, and then process that data
    in real-time.

Connect Pipedream

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import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    pipedream: {
      type: "app",
      app: "pipedream",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://api.pipedream.com/v1/users/me`,
      headers: {
        Authorization: `Bearer ${this.pipedream.$auth.api_key}`,
      },
    })
  },
})

Trusted by 1,000,000+ developers from startups to Fortune 500 companies

Adyen logo
Appcues logo
Bandwidth logo
Checkr logo
ChartMogul logo
Dataminr logo
Gopuff logo
Gorgias logo
LinkedIn logo
Logitech logo
Replicated logo
Rudderstack logo
SAS logo
Scale AI logo
Webflow logo
Warner Bros. logo
Adyen logo
Appcues logo
Bandwidth logo
Checkr logo
ChartMogul logo
Dataminr logo
Gopuff logo
Gorgias logo
LinkedIn logo
Logitech logo
Replicated logo
Rudderstack logo
SAS logo
Scale AI logo
Webflow logo
Warner Bros. logo