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.

Integrate the White Swan API with the Airtable API

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

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Create Comment with Airtable (OAuth) API on New Earnings Event from White Swan API
White Swan + Airtable
 
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Create Comment with Airtable (OAuth) API on New Personal Plan from White Swan API
White Swan + Airtable
 
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Create Field with Airtable (OAuth) API on New Earnings Event from White Swan API
White Swan + Airtable
 
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Create Field with Airtable (OAuth) API on New Personal Plan from White Swan API
White Swan + Airtable
 
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Create Multiple Records with Airtable (OAuth) API on New Earnings Event from White Swan API
White Swan + Airtable
 
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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.

 
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New Personal Plan from the White Swan API

Emit new event when a customer creates a personal plan.

 
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New Field from the Airtable API

Emit new event for each new field created in a table

 
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New Modified or Deleted Records (Instant) from the Airtable API

Emit new event each time a record is added, updated, or deleted in an Airtable table. See the documentation

 
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New or Modified Field from the Airtable API

Emit new event for each new or modified field in a table

 
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Create Pre-fill Info with the White Swan API

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

 
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Create Comment with the Airtable API

Create a new comment on a record. See the documentation

 
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Get Referred Clients Info with the White Swan API

Retrieves information about clients referred from the user's White Swan account. See the documentation

 
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Create Field with the Airtable API

Create a new field in a table. See the documentation

 
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Create Multiple Records with the Airtable API

Create one or more records in a table by passing an array of objects containing field names and values as key/value pairs. See the documentation

 
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Overview of White Swan

The White Swan API provides predictive analytics for mitigating risks in financial portfolios using artificial intelligence. By leveraging the White Swan API in Pipedream, you can automate the process of gathering insights, monitoring market conditions, and integrating advanced risk analysis into your existing financial systems. With Pipedream's serverless platform, you can construct workflows to react in real-time to data from White Swan, send alerts, and even automate trades or adjustments based on risk thresholds or predictive signals.

Connect White Swan

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import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    white_swan: {
      type: "app",
      app: "white_swan",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      method: "post",
      url: `https://app.whiteswan.io/api/1.1/wf/plan_requests`,
      headers: {
        Authorization: `Bearer ${this.white_swan.$auth.api_key}`,
        "Accept": `application/json`,
        "Content-Type": `application/json`,
      },
    })
  },
})

Overview of Airtable

Airtable (OAuth) API on Pipedream allows you to manipulate and leverage your Airtable data in a myriad of powerful ways. Sync data between Airtable and other apps, trigger workflows on updates, or process bulk data operations asynchronously. By using Airtable's structured databases with Pipedream's serverless platform, you can craft custom automation solutions, integrate with other services seamlessly, and streamline complex data processes.

Connect Airtable

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import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    airtable_oauth: {
      type: "app",
      app: "airtable_oauth",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://api.airtable.com/v0/meta/whoami`,
      headers: {
        Authorization: `Bearer ${this.airtable_oauth.$auth.oauth_access_token}`,
      },
    })
  },
})

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