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.
Emit new event when a new earnings event is created for your account, such as credits from client referrals or partner payouts.
Emit new event when a ticket is added to the specified view
Emit new event when a ticket has changed to closed status
Imports client data for pre-filling applications to enrich the user experience. See the documentation
Retrieves information about clients referred from the user's White Swan account. See the documentation
Creates a new comprehensive quote request based on the information provided and generates the final quotation without further data requirements. See the documentation
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.
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`,
},
})
},
})
The Zendesk API enables seamless integration of Zendesk's customer service platform with your existing business processes and third-party applications. By leveraging this API with Pipedream, you can automate ticket tracking, sync customer data, escalate issues, and streamline communication across multiple channels. This can significantly increase efficiency, accelerate response times, and enhance the overall customer experience. Automations can range from simple notifications to complex workflows involving data transformation and multi-step actions across various services.
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
zendesk: {
type: "app",
app: "zendesk",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://${this.zendesk.$auth.subdomain}.zendesk.com/api/v2/users/me/`,
headers: {
Authorization: `Bearer ${this.zendesk.$auth.oauth_access_token}`,
},
})
},
})