Create Client with RiskAdvisor API on New Box (Instant) from Streak API

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New Box (Instant) from the Streak API

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Create Client with the RiskAdvisor API

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Getting Started#

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

Select this integration
Configure the New Box (Instant) trigger
1. Connect your Streak account
2. Select a Pipeline
Configure the Create Client action
1. Connect your RiskAdvisor account
2. Configure First Name
3. Configure Last Name
4. Configure Phone Number
5. Configure Email
6. Optional- Configure Middle Name
7. Optional- Configure Suffix
8. Optional- Configure Date of Birth
9. Optional- Configure Contact Preference
10. Optional- Configure Gender
11. Optional- Configure Education
12. Optional- Configure Occupation
Deploy the workflow
Send a test event to validate your setup
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#

New Box (Instant) on Streak

Description:Emit new event when a new box is created in a pipeline.

Version:0.0.2

Key:streak-new-box

View on GitHub

Streak Overview#

The Streak API taps into the core of Streak’s CRM functionality within Gmail, allowing users to automate interactions with pipeline data, such as leads, contacts, and sales opportunities. With Pipedream, you can harness this API to craft serverless workflows that react to events in Streak and connect with countless other services to streamline CRM tasks, sync data across platforms, or trigger communications based on pipeline changes.

Trigger Code#

import common from "../common/pipeline-based.mjs";

export default {
  ...common,
  key: "streak-new-box",
  name: "New Box (Instant)",
  description: "Emit new event when a new box is created in a pipeline.",
  version: "0.0.2",
  type: "source",
  dedupe: "unique",
  methods: {
    ...common.methods,
    async getHistoricalEvents(limit) {
      return this.streak.listBoxes({
        pipelineId: this.pipelineId,
        params: {
          limit,
          sortBy: "creationTimestamp",
        },
      });
    },
    getEventType() {
      return "BOX_CREATE";
    },
    generateMeta(box) {
      return {
        id: this.shortenKey(box.key),
        summary: box.name,
        ts: box.creationTimestamp,
      };
    },
  },
};

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.

Label	Prop	Type	Description
Streak	`streak`	`app`	This component uses the Streak app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
N/A	`http`	`$.interface.http`	This component uses `$.interface.http` to generate a unique URL when the component is first instantiated. Each request to the URL will trigger the `run()` method of the component.
Pipeline	`pipelineId`	`string`	Select a value from the drop down menu.

Trigger Authentication#

Streak uses API keys for authentication. When you connect your Streak account, Pipedream securely stores the keys so you can easily authenticate to Streak APIs in both code and no-code steps.

After completing installation of Streak CRM on your browser, navigate to Gmail, click on the Streak icon in the right sidebar, and select the Integrations button.

About Streak#

Streak is a flexible CRM and process management system that lives inside your Gmail inbox.

Action#

Create Client on RiskAdvisor

Description:Create a new client in RiskAdvisor. [See the documentation](https://api.riskadvisor.insure/clients#create-a-client)

Version:0.0.1

Key:riskadvisor-create-client

View on GitHub

RiskAdvisor Overview#

The RiskAdvisor API offers a way to integrate insurance advisory services into your applications seamlessly. By leveraging this API within Pipedream, you can automate the process of obtaining insurance quotes, processing claims, and providing personalized insurance advice. Pipedream's serverless execution environment allows you to create workflows that react to various triggers (such as webhooks, emails, or schedules) and interact with the RiskAdvisor API to carry out tasks without manual intervention. This can streamline operations for insurance agencies, fintech apps, or any business that needs to integrate insurance-related services.

Action Code#

import riskadvisor from "../../riskadvisor.app.mjs";

export default {
  key: "riskadvisor-create-client",
  name: "Create Client",
  description: "Create a new client in RiskAdvisor. [See the documentation](https://api.riskadvisor.insure/clients#create-a-client)",
  version: "0.0.1",
  type: "action",
  props: {
    riskadvisor,
    firstName: {
      propDefinition: [
        riskadvisor,
        "firstName",
      ],
    },
    lastName: {
      propDefinition: [
        riskadvisor,
        "lastName",
      ],
    },
    phoneNumber: {
      propDefinition: [
        riskadvisor,
        "phoneNumber",
      ],
    },
    email: {
      propDefinition: [
        riskadvisor,
        "email",
      ],
    },
    middleName: {
      propDefinition: [
        riskadvisor,
        "middleName",
      ],
    },
    suffix: {
      propDefinition: [
        riskadvisor,
        "suffix",
      ],
    },
    dateOfBirth: {
      propDefinition: [
        riskadvisor,
        "dateOfBirth",
      ],
    },
    contactPreference: {
      propDefinition: [
        riskadvisor,
        "contactPreference",
      ],
    },
    gender: {
      propDefinition: [
        riskadvisor,
        "gender",
      ],
    },
    education: {
      propDefinition: [
        riskadvisor,
        "education",
      ],
    },
    occupation: {
      propDefinition: [
        riskadvisor,
        "occupation",
      ],
    },
  },
  async run({ $ }) {
    const response = await this.riskadvisor.createClient({
      data: {
        first_name: this.firstName,
        last_name: this.lastName,
        phone_number: this.phoneNumber,
        email: this.email,
        middle_name: this.middleName,
        suffix: this.suffix,
        date_of_birth: this.dateOfBirth,
        contact_preference: this.contactPreference,
        gender: this.gender,
        education: this.education,
        occupation: this.occupation,
      },
      $,
    });

    if (response?.id) {
      $.export("$summary", `Successfully created client with ID ${response.id}.`);
    }

    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.

Label	Prop	Type	Description
RiskAdvisor	`riskadvisor`	`app`	This component uses the RiskAdvisor app.
First Name	`firstName`	`string`	The first name of the client.
Last Name	`lastName`	`string`	The last name of the client.
Phone Number	`phoneNumber`	`string`	The phone number for the client.
Email	`email`	`string`	The email address of the client.
Middle Name	`middleName`	`string`	The middle name of the client.
Suffix	`suffix`	`string`	The suffix of the client.
Date of Birth	`dateOfBirth`	`string`	The date of birth of the client.
Contact Preference	`contactPreference`	`string`	The client's preferred contact method (i.e. phone or email).
Gender	`gender`	`string`	The client's gender.
Education	`education`	`string`	The client's education level.
Occupation	`occupation`	`string`	The client's occupation.

Create Client with RiskAdvisor API on New Box (Instant) from Streak API

Pipedream makes it easy to connect APIs for RiskAdvisor, Streak and 2,500+ other apps remarkably fast.

Trusted by 1,000,000+ developers from startups to Fortune 500 companies

Developers ♥ Pipedream

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