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 PostgreSQL API

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

Create Pre-fill Info with White Swan API on New Column from PostgreSQL API
PostgreSQL + White Swan
 
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Create Pre-fill Info with White Swan API on New or Updated Row from PostgreSQL API
PostgreSQL + White Swan
 
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Create Pre-fill Info with White Swan API on New Row Custom Query from PostgreSQL API
PostgreSQL + White Swan
 
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Create Pre-fill Info with White Swan API on New Row from PostgreSQL API
PostgreSQL + White Swan
 
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Create Pre-fill Info with White Swan API on New Table from PostgreSQL API
PostgreSQL + 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 Column from the PostgreSQL API

Emit new event when a new column is added to a table. See the documentation

 
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New or Updated Row from the PostgreSQL API

Emit new event when a row is added or modified. See the documentation

 
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New Row from the PostgreSQL API

Emit new event when a new row is added to a table. See the documentation

 
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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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Delete Row(s) with the PostgreSQL API

Deletes a row or rows from a table. 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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Execute Custom Query with the PostgreSQL API

Executes a custom query you provide. See the documentation

 
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Find Row with the PostgreSQL API

Finds a row in a table via a lookup column. 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 PostgreSQL

On Pipedream, you can leverage the PostgreSQL app to create workflows that automate database operations, synchronize data across platforms, and react to database events in real-time. Think handling new row entries, updating records from webhooks, or even compiling reports on a set schedule. Pipedream's serverless platform provides a powerful way to connect PostgreSQL with a variety of apps, enabling you to create tailored automation that fits your specific needs.

Connect PostgreSQL

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import postgresql from "@pipedream/postgresql"

export default defineComponent({
  props: {
    postgresql,
  },
  async run({ steps, $ }) {
    // Component source code:
    // https://github.com/PipedreamHQ/pipedream/tree/master/components/postgresql

    const queryObj = {
      text: "SELECT NOW()",
      values: [], // Ignored since query does not contain placeholders
    };
    const { rows } = await this.postgresql.executeQuery(queryObj);
    return rows;
  },
})