Create Client with RiskAdvisor API on New Company Added (Instant) from Teamleader Focus API

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New Company Added (Instant) from the Teamleader Focus API

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Create Client with the RiskAdvisor API

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Getting Started#

This integration creates a workflow with a Teamleader Focus 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 Company Added (Instant) trigger
1. Connect your Teamleader Focus account
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 Company Added (Instant) on Teamleader Focus

Description:Emit new event for each company added. [See the documentation](https://developer.focus.teamleader.eu/docs/api/webhooks-register)

Version:0.0.1

Key:teamleader_focus-new-company-added

View on GitHub

Teamleader Focus Overview#

Teamleader Focus API lets you integrate your Teamleader account's features with Pipedream, enabling automation of various business processes. You can create, update, fetch, and manage data concerning contacts, companies, deals, projects, invoices, and tasks. Automating these aspects via Pipedream can streamline workflows, trigger actions based on events, and connect Teamleader Focus with other apps to enhance productivity.

Trigger Code#

import common from "../common/common.mjs";

export default {
  ...common,
  key: "teamleader_focus-new-company-added",
  name: "New Company Added (Instant)",
  description: "Emit new event for each company added. [See the documentation](https://developer.focus.teamleader.eu/docs/api/webhooks-register)",
  version: "0.0.1",
  type: "source",
  dedupe: "unique",
  methods: {
    ...common.methods,
    async getHistoricalEvents() {
      const { data } = await this.teamleaderFocus.listCompanies({
        data: {
          sort: [
            {
              field: "added_at",
              order: "desc",
            },
          ],
        },
      });
      return data;
    },
    getEventTypes() {
      return [
        "company.added",
      ];
    },
    async getResource(body) {
      const companyId = body.subject.id;
      const { data } = await this.teamleaderFocus.getCompany({
        data: {
          id: companyId,
        },
      });
      return data;
    },
    generateMeta(company) {
      return {
        id: company.id,
        summary: company.name,
        ts: Date.parse(company.added_at),
      };
    },
  },
};

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
Teamleader Focus	`teamleaderFocus`	`app`	This component uses the Teamleader Focus 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.

Trigger Authentication#

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

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

About Teamleader Focus#

Customer management, project management and invoicing in one handy tool.

Action#

Create Client on RiskAdvisor

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

Version:0.0.2

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: "0.0.2",
  annotations: {
    destructiveHint: false,
    openWorldHint: true,
    readOnlyHint: false,
  },
  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 Company Added (Instant) from Teamleader Focus API

Pipedream makes it easy to connect APIs for RiskAdvisor, Teamleader Focus and 2,800+ other apps remarkably fast.

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

Developers ♥ Pipedream

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