← White Swan + Slack integrations

Send Message with Slack 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 Message 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 Earnings Event trigger
    1. Connect your White Swan account
    2. Configure timer
  3. Configure the Send Message action
    1. Connect your Slack account
    2. Select a Channel Type
    3. Select a Channel
    4. Configure Text
    5. Optional- Configure Send text as Slack mrkdwn
    6. Optional- Configure Send as User
    7. Optional- Configure Schedule message
    8. Optional- Configure Include link to workflow
    9. Optional- Configure Customize Bot Settings
    10. Optional- Configure Bot Username
    11. Optional- Select a Icon (emoji)
    12. Optional- Configure Icon (image URL)
    13. Optional- Configure Reply to Thread
    14. Optional- Configure Message Timestamp
    15. Optional- Configure Send Channel Message
    16. Optional- Configure Add Message Metadata
    17. Optional- Configure Metadata Event Type
    18. Optional- Configure Metadata Event Payload
    19. Optional- Configure Configure Unfurl Settings
    20. Optional- Configure Unfurl Links
    21. Optional- Configure Unfurl Media
  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 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

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.
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:Send a message to a user, group, private channel or public channel. [See the documentation](https://api.slack.com/methods/chat.postMessage)
Version:0.0.16
Key:slack-send-message

Slack Overview

The Pipedream Slack app enables you to build event-driven workflows that interact with the Slack API. Once you authorize the Pipedream 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 Slack app 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 common from "../common/send-message.mjs";
import constants from "../../common/constants.mjs";

export default {
  ...common,
  key: "slack-send-message",
  name: "Send Message",
  description: "Send a message to a user, group, private channel or public channel. [See the documentation](https://api.slack.com/methods/chat.postMessage)",
  version: "0.0.16",
  type: "action",
  props: {
    slack: common.props.slack,
    channelType: {
      type: "string",
      label: "Channel Type",
      description: "The type of channel to send to. User/Direct Message (im), Group (mpim), Private Channel or Public Channel",
      async options() {
        return constants.CHANNEL_TYPE_OPTIONS;
      },
    },
    conversation: {
      propDefinition: [
        common.props.slack,
        "conversation",
        (c) => ({
          types: c.channelType === "Channels"
            ? [
              constants.CHANNEL_TYPE.PUBLIC,
              constants.CHANNEL_TYPE.PRIVATE,
            ]
            : [
              c.channelType,
            ],
        }),
      ],
    },
    text: {
      propDefinition: [
        common.props.slack,
        "text",
      ],
    },
    mrkdwn: {
      propDefinition: [
        common.props.slack,
        "mrkdwn",
      ],
    },
    ...common.props,
  },
};

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.
Channel TypechannelTypestringSelect a value from the drop down menu.
ChannelconversationstringSelect a value from the drop down menu.
Texttextstring

Text of the message to send (see Slack's formatting docs). This field is usually necessary, unless you're providing only attachments instead.

Send text as Slack mrkdwnmrkdwnboolean

TRUE by default. Pass FALSE to disable Slack markup parsing. See docs here

Send as Useras_userboolean

Optionally pass TRUE to post the message as the authenticated user, instead of as a bot. Defaults to FALSE.

Schedule messagepost_atstring

Messages can only be scheduled up to 120 days in advance, and cannot be scheduled for the past. The datetime should be in ISO 8601 format. (Example: 2014-01-01T00:00:00Z)

Include link to workflowinclude_sent_via_pipedream_flagboolean

Defaults to true, includes a link to the workflow at the end of your Slack message.

Customize Bot SettingscustomizeBotSettingsboolean

Customize the username and/or icon of the Bot

Reply to ThreadreplyToThreadboolean

Reply to an existing thread

Add Message MetadataaddMessageMetadataboolean

Set the metadata event type and payload

Configure Unfurl SettingsconfigureUnfurlSettingsboolean

Configure settings for unfurling links and media

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:

bookmarks:writecalls:readcalls:writechannels:historychannels:readchannels:writednd:readdnd:writeemoji:readfiles:readgroups:historygroups:readgroups:writeim:historyim:readim:writelinks:readlinks:writempim:historympim:readmpim:writepins:readpins:writereactions:readreactions:writereminders:readreminders:writeremote_files:readremote_files:sharestars:readstars:writeteam:readusergroups:readusergroups:writeusers:readusers:read.emailusers:writechat:write:botchat:write:usercommandsfiles:write:userusers.profile:writeusers.profile:readsearch:read

About Slack

Slack is a channel-based messaging platform. With Slack, people can work together more effectively, connect all their software tools and services, and find the information they need to do their best work — all within a secure, enterprise-grade environment.

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