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 MongoDB API

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

Create New Document with MongoDB API on New Earnings Event from White Swan API
White Swan + MongoDB
 
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Create New Document with MongoDB API on New Personal Plan from White Swan API
White Swan + MongoDB
 
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Create Pre-fill Info with White Swan API on New Collection from MongoDB API
MongoDB + White Swan
 
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Create Pre-fill Info with White Swan API on New Database from MongoDB API
MongoDB + White Swan
 
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Create Pre-fill Info with White Swan API on New Document from MongoDB API
MongoDB + White Swan
 
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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 Collection from the MongoDB API

Emit new an event when a new collection is added to a database

 
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New Database from the MongoDB API

Emit new an event when a new database is added

 
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New Document from the MongoDB API

Emit new an event when a new document is added to a collection

 
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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 New Document with the MongoDB API

Create a new document in a collection of your choice. See the docs here

 
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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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Delete a Document with the MongoDB API

Delete a single document by ID. See the docs here

 
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Execute Aggregation with the MongoDB API

Execute an aggregation pipeline on a MongoDB collection. 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 MongoDB

The MongoDB API provides powerful capabilities to interact with a MongoDB database, allowing you to perform CRUD (Create, Read, Update, Delete) operations, manage databases, and execute sophisticated queries. With Pipedream, you can harness these abilities to automate tasks, sync data across various apps, and react to events in real-time. It’s a combo that’s particularly potent for managing data workflows, syncing application states, or triggering actions based on changes to your data.

Connect MongoDB

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import mongodb from 'mongodb'

export default defineComponent({
  props: {
    mongodb: {
      type: "app",
      app: "mongodb",
    },
    collection: {
      type: "string"
    },
    filter: {
      type: "object"
    }
  },
  async run({steps, $}) {
    const MongoClient = mongodb.MongoClient
    
    const {
      database,
      hostname,
      username,
      password,
    } = this.mongodb.$auth
    
    const url = `mongodb+srv://${username}:${password}@${hostname}/test?retryWrites=true&w=majority`
    const client = await MongoClient.connect(url, { 
      useNewUrlParser: true, 
      useUnifiedTopology: true 
    })
    
    const db = client.db(database)

    const results = await db.collection(this.collection).find(this.filter).toArray();
    $.export('results', results);
    
    await client.close()
  },
})