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Get Referred Clients Info with White Swan API

Pipedream makes it easy to connect APIs for White Swan and 2,400+ other apps remarkably fast.

Trigger workflow on

HTTP requests, schedules and app events

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Get Referred Clients Info with the White Swan API

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Getting Started#

Create a workflow to Get Referred Clients Info with the White Swan API. When you configure and deploy the workflow, it will run on Pipedream's servers 24x7 for free.

Configure the Get Referred Clients Info action
1. Connect your White Swan account
2. Select a Client Email
Select a trigger to run your workflow on HTTP requests, schedules or app events
Deploy the workflow
Send a test event to validate your setup
Turn on the trigger

Integrations#

Get Referred Clients Info with White Swan API on New Requests (Payload Only) from HTTP / Webhook API

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Get Referred Clients Info with White Swan API on New Scheduled Tasks from Pipedream API

Pipedream + White Swan

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.

Get Referred Clients Info on White Swan

Description:Retrieves information about clients referred from the user's White Swan account. [See the documentation](https://docs.whiteswan.io/partner-knowledge-base/api-documentation/information-calls/referred-client-s)

Version:0.0.1

Key:white_swan-get-referred-clients-info

Code#

import whiteSwan from "../../white_swan.app.mjs";

export default {
  key: "white_swan-get-referred-clients-info",
  name: "Get Referred Clients Info",
  description: "Retrieves information about clients referred from the user's White Swan account. [See the documentation](https://docs.whiteswan.io/partner-knowledge-base/api-documentation/information-calls/referred-client-s)",
  version: "0.0.1",
  type: "action",
  props: {
    whiteSwan,
    clientEmail: {
      propDefinition: [
        whiteSwan,
        "clientEmail",
      ],
    },
  },
  async run({ $ }) {
    const response = await this.whiteSwan.getClients({
      $,
      data: {
        client_email: this.clientEmail,
      },
    });
    $.export("$summary", `Retrieved info for client ${this.clientEmail}`);
    return response;
  },
};

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
White Swan	`whiteSwan`	`app`	This component uses the White Swan app.
Client Email	`clientEmail`	`string`	Select a value from the drop down menu.

Authentication#

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

About White Swan#

White Swan’s digital platform and expert advisors makes it easy to get your clients any type of life insurance solution with the highest best-interest standards and most convenient experience.

More Ways to Use White Swan#

Triggers#

New Earnings Event from the White Swan API

Emit new event when a new earnings event is created for your account, such as credits from client referrals or partner payouts.

New Personal Plan from the White Swan API

Emit new event when a customer creates a personal plan.

Actions#

Create Pre-fill Info with the White Swan API

Imports client data for pre-filling applications to enrich the user experience. See the documentation

Submit Complete Plan Request with the White Swan API

Creates a new comprehensive quote request based on the information provided and generates the final quotation without further data requirements. See the documentation

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