Send Email with Amazon SES API on New Earnings Event from White Swan API

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New Earnings Event from the White Swan API

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Send Email with the Amazon SES API

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Getting Started#

This integration creates a workflow with a White Swan trigger and Amazon SES action. When you configure and deploy the workflow, it will run on Pipedream's servers 24x7 for free.

Select this integration
Configure the New Earnings Event trigger
1. Connect your White Swan account
2. Configure timer
Configure the Send Email action
1. Connect your Amazon SES account
2. Select a AWS Region
3. Configure To Addresses
4. Optional- Configure CC Addresses
5. Optional- Configure BCC Addresses
6. Optional- Configure Reply To Addresses
7. Configure Subject
8. Configure Text
9. Optional- Configure HTML
10. Configure From
Deploy the workflow
Send a test event to validate your setup
Turn on the trigger

Details#

This integration uses pre-built, source-available components from Pipedream's GitHub repo. These components are 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.

Trigger#

New Earnings Event on White Swan

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

Version:0.0.1

Key:white_swan-new-earnings-event

View on GitHub

White Swan Overview#

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.

Trigger Code#

import common from "../common/base-polling.mjs";
import md5 from "md5";

export default {
  ...common,
  key: "white_swan-new-earnings-event",
  name: "New Earnings Event",
  description: "Emit new event when a new earnings event is created for your account, such as credits from client referrals or partner payouts.",
  version: "0.0.1",
  type: "source",
  dedupe: "unique",
  methods: {
    ...common.methods,
    getResourceFn() {
      return this.whiteSwan.listEarningsEvents;
    },
    getItemKey(event) {
      return md5(JSON.stringify(event));
    },
    generateMeta(event) {
      const id = this.getItemKey(event);
      return {
        id,
        summary: `New Earnings Event - ${event.event_name}`,
        ts: Date.now(),
      };
    },
  },
};

Trigger 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.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
	`timer`	`$.interface.timer`

Trigger 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.

Action#

Send Email on Amazon SES

Description:Send an email using Amazon SES. Supports simple email messaging. [See the docs](https://docs.aws.amazon.com/AWSJavaScriptSDK/v3/latest/clients/client-sesv2/classes/sendemailcommand.html)

Version:0.9.0

Key:amazon_ses-send-email

View on GitHub

Amazon SES Overview#

Amazon Simple Email Service (SES) is a powerful cloud-based email sending service designed to help digital marketers and application developers send marketing, notification, and transactional emails. With the SES API, you can reliably send emails at scale, manage sender reputations, view email sending statistics, and maintain a high deliverability rate. Leveraging Pipedream's capabilities, you can integrate SES seamlessly into serverless workflows, automate email responses based on triggers from other apps, and analyze the effectiveness of your email campaigns by connecting to data analytics platforms.

Action Code#

import base from "../common/base.mjs";
import { ConfigurationError } from "@pipedream/platform";

export default {
  key: "amazon_ses-send-email",
  name: "Send Email",
  description: "Send an email using Amazon SES. Supports simple email messaging. [See the docs](https://docs.aws.amazon.com/AWSJavaScriptSDK/v3/latest/clients/client-sesv2/classes/sendemailcommand.html)",
  version: "0.9.0",
  type: "action",
  props: {
    ...base.props,
    ToAddresses: {
      propDefinition: [
        base.props.amazonSes,
        "ToAddresses",
      ],
    },
    CcAddresses: {
      propDefinition: [
        base.props.amazonSes,
        "CcAddresses",
      ],
    },
    BccAddresses: {
      propDefinition: [
        base.props.amazonSes,
        "BccAddresses",
      ],
    },
    ReplyToAddresses: {
      propDefinition: [
        base.props.amazonSes,
        "ReplyToAddresses",
      ],
    },
    Subject: {
      propDefinition: [
        base.props.amazonSes,
        "Subject",
      ],
    },
    Text: {
      propDefinition: [
        base.props.amazonSes,
        "Text",
      ],
      default: "",
    },
    Html: {
      propDefinition: [
        base.props.amazonSes,
        "Html",
      ],
      optional: true,
    },
    FromEmailAddress: {
      propDefinition: [
        base.props.amazonSes,
        "FromEmailAddress",
      ],
    },
  },
  async run({ $ }) {
    if (!(this.Text || this.Html)) {
      throw new ConfigurationError("Email Text or HTML must be supplied");
    }

    const params = {
      Content: {
        Simple: {
          Subject: this.amazonSes.createCharsetContent(this.Subject),
          Body: {
            Text: this.amazonSes.createCharsetContent(this.Text),
          },
        },
      },
      Destination: {
        ToAddresses: this.ToAddresses,
        CcAddresses: this.CcAddresses,
        BccAddresses: this.BccAddresses,
      },
      FromEmailAddress: this.FromEmailAddress,
      ReplyToAddresses: this.ReplyToAddresses,
    };

    if (this.Html) {
      params.Content.Simple.Body.Html = this.amazonSes.createCharsetContent(this.Html);
    }

    const response = await this.amazonSes.sendEmail(this.region, params);
    $.export("$summary", "Sent email successfully");
    return response;
  },
};

Action Configuration#

This component may be configured based on the props defined in the component code. Pipedream automatically prompts for input values in the UI.

Label	Prop	Type	Description
Amazon SES	`amazonSes`	`app`	This component uses the Amazon SES app.
AWS Region	`region`	`string`	Select a value from the drop down menu.
To Addresses	`ToAddresses`	`string[]`	An array of recipient email addresses you want to send to
CC Addresses	`CcAddresses`	`string[]`	An array of email addresses you want to CC
BCC Addresses	`BccAddresses`	`string[]`	An array of email addresses you want to BCC
Reply To Addresses	`ReplyToAddresses`	`string[]`	An array of reply-to addresses
Subject	`Subject`	`string`	The email subject line. Use `\{\{` and `\}\}` to insert tags. Example: `This is a \{\{tagname\}\}`.
Text	`Text`	`string`	The email body that will be visible to recipients whose email clients do not display HTML. Use `\{\{` and `\}\}` to insert tags. Example: `This is a \{\{tagname\}\}`.
HTML	`Html`	`string`	The HTML email body. Use `\{\{` and `\}\}` to insert tags. Example: `This is a \{\{tagname\}\}`.
From	`FromEmailAddress`	`string`	The email from which the email is addressed

Action Authentication#

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

Follow the AWS Instructions for creating an IAM user with an associated access and secret key, with the minimum IAM permissions necessary to send email or hit the desired SES APIs from Pipedream.

Enter the access and secret key below.

About Amazon SES#

Amazon SES is a cloud-based email service provider that can integrate into any application for high volume email automation

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Popular 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.

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Popular 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

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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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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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Create a HTML or a plain text email template. See the docs

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Get an email template. See the docs

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