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 Twilio SendGrid API

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

Add Email to Global Suppression with Twilio SendGrid API on New Earnings Event from White Swan API
White Swan + Twilio SendGrid
 
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Add Email to Global Suppression with Twilio SendGrid API on New Personal Plan from White Swan API
White Swan + Twilio SendGrid
 
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Add or Update Contact with Twilio SendGrid API on New Earnings Event from White Swan API
White Swan + Twilio SendGrid
 
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Add or Update Contact with Twilio SendGrid API on New Personal Plan from White Swan API
White Swan + Twilio SendGrid
 
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Create Contact List with Twilio SendGrid API on New Earnings Event from White Swan API
White Swan + Twilio SendGrid
 
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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 Contact from the Twilio SendGrid API

Emit new event when a new contact is created

 
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New Events (Instant) from the Twilio SendGrid API

Emit new event when any of the specified SendGrid events is received

 
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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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Add Email to Global Suppression with the Twilio SendGrid API

Allows you to add one or more email addresses to the global suppressions group. 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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Add or Update Contact with the Twilio SendGrid API

Adds or updates a contact. See the docs here

 
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Create Contact List with the Twilio SendGrid API

Allows you to create a new contact list. See the docs here

 
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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 Twilio SendGrid

The Twilio SendGrid API opens up a world of possibilities for email automation, enabling you to send emails efficiently and track their performance. With this API, you can programmatically create and send personalized email campaigns, manage contacts, and parse inbound emails for data extraction. When you harness the power of Pipedream, you can connect SendGrid to hundreds of other apps to automate workflows, such as triggering email notifications based on specific actions, syncing email stats with your analytics, or handling incoming emails to create tasks or tickets.

Connect Twilio SendGrid

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import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    sendgrid: {
      type: "app",
      app: "sendgrid",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://api.sendgrid.com/v3/user/account`,
      headers: {
        Authorization: `Bearer ${this.sendgrid.$auth.api_key}`,
      },
    })
  },
})

Community Posts

How Our Family Uses SMS and Smart Picture Frames to Connect During Remote Holidays
How Our Family Uses SMS and Smart Picture Frames to Connect During Remote Holidays
Two days before Thanksgiving, I decided to put together a simple way for our family to share pictures, because we couldn’t be together in person. The idea: smart photo frames that everyone could text pictures to. Here’s how I got it working. tldr; A Pipedream workflow parses SMS messages sent to a Twilio phone number, extracting the pictures and then using SendGrid to email them to the dedicated email addresses used by our Pix-Star photo frames.