← White Swan + Slack integrations

Archive Channel with Slack API on New Personal Plan from White Swan API

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Trigger workflow on
New Personal Plan from the White Swan API
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Archive Channel with the Slack API
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Getting Started

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

  1. Select this integration
  2. Configure the New Personal Plan trigger
    1. Connect your White Swan account
    2. Configure timer
  3. Configure the Archive Channel action
    1. Connect your Slack account
    2. Select a Channel
  4. Deploy the workflow
  5. Send a test event to validate your setup
  6. 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

Description:Emit new event when a customer creates a personal plan.
Version:0.0.1
Key:white_swan-new-personal-plan

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";

export default {
  ...common,
  key: "white_swan-new-personal-plan",
  name: "New Personal Plan",
  description: "Emit new event when a customer creates a personal plan.",
  version: "0.0.1",
  type: "source",
  dedupe: "unique",
  methods: {
    ...common.methods,
    getResourceFn() {
      return this.whiteSwan.listPersonalPlans;
    },
    getItemKey(plan) {
      return plan.plan_id;
    },
    generateMeta(plan) {
      return {
        id: plan.plan_id,
        summary: `New Plan ${plan.plan_id}`,
        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.
LabelPropTypeDescription
White SwanwhiteSwanappThis component uses the White Swan app.
N/Adb$.service.dbThis 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

Description:Archive a channel. [See the documentation](https://api.slack.com/methods/conversations.archive)
Version:0.0.25
Key:slack_v2-archive-channel

Slack Overview

The Pipedream app for Slack enables you to build event-driven workflows that interact with the Slack API. Once you authorize the app's access to your workspace, you can use Pipedream workflows to perform common Slack actions or write your own code against the Slack API.

The Pipedream app for Slack is not a typical app. You don't interact with it directly as a bot, and it doesn't add custom functionality to your workspace out of the box. It makes it easier to automate anything you'd typically use the Slack API for, using Pipedream workflows.

  • Automate posting updates to your team channels
  • Create a bot to answer common questions
  • Integrate with your existing tools and services
  • And much more!

Action Code

import slack from "../../slack_v2.app.mjs";
import constants from "../../common/constants.mjs";

export default {
  key: "slack_v2-archive-channel",
  name: "Archive Channel",
  description: "Archive a channel. [See the documentation](https://api.slack.com/methods/conversations.archive)",
  version: "0.0.25",
  annotations: {
    destructiveHint: true,
    openWorldHint: true,
    readOnlyHint: false,
  },
  type: "action",
  props: {
    slack,
    conversation: {
      propDefinition: [
        slack,
        "conversation",
        () => ({
          types: [
            constants.CHANNEL_TYPE.PUBLIC,
            constants.CHANNEL_TYPE.PRIVATE,
            constants.CHANNEL_TYPE.MPIM,
          ],
        }),
      ],
    },
  },
  async run({ $ }) {
    const response = await this.slack.archiveConversations({
      channel: this.conversation,
    });
    $.export("$summary", "Successfully archived channel.");
    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.

LabelPropTypeDescription
SlackslackappThis component uses the Slack app.
ChannelconversationstringSelect a value from the drop down menu.

Action Authentication

Slack uses OAuth authentication. When you connect your Slack account, Pipedream will open a popup window where you can sign into Slack and grant Pipedream permission to connect to your account. Pipedream securely stores and automatically refreshes the OAuth tokens so you can easily authenticate any Slack API.

Pipedream requests the following authorization scopes when you connect your account:

chat:writechat:write.customizechat:write.publicfiles:read

About Slack

Slack is the AI-powered platform for work bringing all of your conversations, apps, and customers together in one place. Around the world, Slack is helping businesses of all sizes grow and send productivity through the roof.

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