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New Client Created from RiskAdvisor API

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New Client Created from the RiskAdvisor API

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Getting Started#

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

Configure the New Client Created trigger
1. Connect your RiskAdvisor account
2. Configure timer
Add steps to connect to 2,400+ APIs using code and no-code building blocks
Deploy the workflow
Send a test event to validate your setup
Turn on the trigger

Integrations#

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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.

New Client Created on RiskAdvisor

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

Version:0.0.1

Key:riskadvisor-new-client-created

Code#

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

export default {
  ...common,
  key: "riskadvisor-new-client-created",
  name: "New Client Created",
  description: "Emit new event each time a new client is created 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 "created_at";
    },
    getResourceFn() {
      return this.riskadvisor.listClients;
    },
    generateMeta(client) {
      return {
        id: client.id,
        summary: `Client "${client.first_name} ${client.last_name}" Created`,
        ts: Date.parse(client[this.getTsField()]),
      };
    },
  },
};

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`

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.

More Ways to Use RiskAdvisor#

Triggers#

Client Updated from the RiskAdvisor API

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

Actions#

Create Client with the RiskAdvisor API

Create a new client in RiskAdvisor. See the documentation

Create Risk Profile with the RiskAdvisor API

Creates a risk profile in RiskAdvisor. See the documentation

Update Client with the RiskAdvisor API

Updates an existing in RiskAdvisor. See the documentation

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