Submit Complete Plan Request with White Swan API

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Submit Complete Plan Request with the White Swan API

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Getting Started#

Create a workflow to Submit Complete Plan Request with the White Swan API. When you configure and deploy the workflow, it will run on Pipedream's servers 24x7 for free.

Configure the Submit Complete Plan Request action
1. Connect your White Swan account
2. Configure Name
3. Configure Email
4. Select a Policy Type
5. Select a Main Goal
6. Configure Resident State
7. Configure Death Benefit Needed
8. Select a Payment Schedule
9. Select a Gender
10. Configure Date of Birth
11. Select a Health Rating
12. Configure Uses Tobacco
13. Configure Insured Height in Feet
14. Configure Insured Height in Inches
15. Configure Insured Weight
16. Optional- Configure Pre-fill Info ID
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#

Submit Complete Plan Request with White Swan API on New Requests (Payload Only) from HTTP / Webhook API

HTTP / Webhook + White Swan

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Submit Complete Plan Request with White Swan API on New Submission from Typeform API

Typeform + White Swan

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Submit Complete Plan Request with White Swan API on Custom Events from Zoom API

Zoom + White Swan

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Submit Complete Plan Request with White Swan API on New Submission (Instant) from Jotform API

Jotform + White Swan

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Submit Complete Plan Request with White Swan API on New Scheduled Tasks from Pipedream API

Pipedream + White Swan

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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.

Submit Complete Plan Request on White Swan

Description:Creates a new comprehensive quote request based on the information provided and generates the final quotation without further data requirements. [See the documentation](https://docs.whiteswan.io/partner-knowledge-base/api-documentation/action-calls/submit-complete-plan-request)

Version:0.0.1

Key:white_swan-submit-complete-plan-request

View on GitHub

Code#

import whiteSwan from "../../white_swan.app.mjs";
import constants from "../../common/constants.mjs";
import utils from "../../common/utils.mjs";

export default {
  key: "white_swan-submit-complete-plan-request",
  name: "Submit Complete Plan Request",
  description: "Creates a new comprehensive quote request based on the information provided and generates the final quotation without further data requirements. [See the documentation](https://docs.whiteswan.io/partner-knowledge-base/api-documentation/action-calls/submit-complete-plan-request)",
  version: "0.0.1",
  type: "action",
  props: {
    whiteSwan,
    name: {
      type: "string",
      label: "Name",
      description: "The full name of the person who the request is made on behalf of.",
    },
    email: {
      type: "string",
      label: "Email",
      description: "The email of the person who the request is made on behalf of.",
    },
    policyType: {
      type: "string",
      label: "Policy Type",
      description: "The policy type that this request is made for.",
      options: constants.POLICY_TYPE,
    },
    mainGoal: {
      type: "string",
      label: "Main Goal",
      description: "The primary goal of this plan request, either Protection or Accumulation.",
      options: constants.MAIN_GOAL,
    },
    residentState: {
      type: "string",
      label: "Resident State",
      description: "The state in which the insured person is a resident. Example: `California`",
    },
    deathBenefitNeeded: {
      type: "integer",
      label: "Death Benefit Needed",
      description: "The amount of death benefit that is required for this plan. To opt for the lowest amount possible given a certain premium budget, use 0.",
      default: 0,
    },
    paymentSchedule: {
      type: "string",
      label: "Payment Schedule",
      description: "How often premiums should be paid on this plan.",
      options: constants.PAYMENT_SCHEDULE,
    },
    gender: {
      type: "string",
      label: "Gender",
      description: "Whether the intended insured person is Male or Female.",
      options: constants.GENDER,
    },
    dateOfBirth: {
      type: "string",
      label: "Date of Birth",
      description: "The date of birth of the intended insured person in ISO 8601 format.",
    },
    healthRating: {
      type: "string",
      label: "Health Rating",
      description: "How the insured person would rate their own general health.",
      options: constants.HEALTH_RATING,
    },
    usesTobacco: {
      type: "boolean",
      label: "Uses Tobacco",
      description: "Whether the intended insured person uses tobacco/nicotine products or not.",
    },
    insuredHeightFeet: {
      type: "integer",
      label: "Insured Height in Feet",
      description: "The height in feet of the intended insured person.",
    },
    insuredHeightInches: {
      type: "integer",
      label: "Insured Height in Inches",
      description: "The height in inches of the intended insured person.",
    },
    insuredWeight: {
      type: "integer",
      label: "Insured Weight",
      description: "The weight in pounds of the intended insured person.",
    },
    prefillInfoId: {
      type: "string",
      label: "Pre-fill Info ID",
      description: "If you have already created a pre-fill information you can pass its ID by using this parameter to associate that info with this request.",
      optional: true,
    },
  },
  async run({ $ }) {
    const response = await this.whiteSwan.createQuoteRequest({
      $,
      data: {
        name: this.name,
        email: this.email,
        policy_type: this.policyType,
        main_goal: this.mainGoal,
        resident_state: this.residentState,
        death_benefit: this.deathBenefitNeeded,
        payment_schedule: this.paymentSchedule,
        gender: this.gender,
        date_of_birth: utils.convertISOToCustomFormat(this.dateOfBirth),
        health_rating: this.healthRating,
        tobacco: this.usesTobacco,
        height_feet: this.insuredHeightFeet,
        height_inches: this.insuredHeightInches,
        weight_pounds: this.insuredWeight,
        contact_id: this.prefillInfoId,
      },
    });
    $.export("$summary", "Successfully submitted complete plan request");
    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.
Name	`name`	`string`	The full name of the person who the request is made on behalf of.
Email	`email`	`string`	The email of the person who the request is made on behalf of.
Policy Type	`policyType`	`string`	Select a value from the drop down menu:`Variable Universal LifeIndexed Universal LifeWhole LifeTerm LifeGuaranteed Universal LifePrivate Placement Life`
Main Goal	`mainGoal`	`string`	Select a value from the drop down menu:`AccumulationProtection`
Resident State	`residentState`	`string`	The state in which the insured person is a resident. Example: `California`
Death Benefit Needed	`deathBenefitNeeded`	`integer`	The amount of death benefit that is required for this plan. To opt for the lowest amount possible given a certain premium budget, use 0.
Payment Schedule	`paymentSchedule`	`string`	Select a value from the drop down menu:`MonthlyQuarterlyYearly`
Gender	`gender`	`string`	Select a value from the drop down menu:`MaleFemale`
Date of Birth	`dateOfBirth`	`string`	The date of birth of the intended insured person in ISO 8601 format.
Health Rating	`healthRating`	`string`	Select a value from the drop down menu:`AverageGoodExcellent`
Uses Tobacco	`usesTobacco`	`boolean`	Whether the intended insured person uses tobacco/nicotine products or not.
Insured Height in Feet	`insuredHeightFeet`	`integer`	The height in feet of the intended insured person.
Insured Height in Inches	`insuredHeightInches`	`integer`	The height in inches of the intended insured person.
Insured Weight	`insuredWeight`	`integer`	The weight in pounds of the intended insured person.
Pre-fill Info ID	`prefillInfoId`	`string`	If you have already created a pre-fill information you can pass its ID by using this parameter to associate that info with this request.