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New Earnings Event from White Swan API

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New Earnings Event from the White Swan API

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Getting Started#

Trigger a workflow on New Earnings Event with White Swan API. When you configure and deploy the workflow, it will run on Pipedream's servers 24x7 for free.

Configure the New Earnings Event trigger
1. Connect your White Swan account
2. Configure timer
Add steps to connect to 2,000+ APIs using code and no-code building blocks
Deploy the workflow
Send a test event to validate your setup
Turn on the trigger

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Details#

This is a pre-built, source-available component from Pipedream's GitHub repo. The component is 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.

New Earnings Event on White Swan

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

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(),
      };
    },
  },
};

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.

Label	Prop	Type	Description
White Swan	`whiteSwan`	`app`	This component uses the White Swan app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
	`timer`	`$.interface.timer`

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.

More Ways to Use White Swan#

Triggers#

New Personal Plan from the White Swan API

Emit new event when a customer creates a personal plan.

Actions#

Create Pre-fill Info with the White Swan API

Imports client data for pre-filling applications to enrich the user experience. See the documentation

Get Referred Clients Info with the White Swan API

Retrieves information about clients referred from the user's White Swan account. See the documentation

Submit Complete Plan Request with the White Swan API

Creates a new comprehensive quote request based on the information provided and generates the final quotation without further data requirements. See the documentation

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