← Telegram + RiskAdvisor integrations

Create Client with RiskAdvisor API on New Message Updates (Instant) from Telegram API

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New Message Updates (Instant) from the Telegram API
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Create Client with the RiskAdvisor API
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Getting Started

This integration creates a workflow with a Telegram trigger and RiskAdvisor 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 Message Updates (Instant) trigger
    1. Connect your Telegram account
    2. Optional- Configure Chat ID
  3. 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
  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 each time a Telegram message is created or updated.
Version:0.1.6
Key:telegram_bot_api-message-updates

Telegram Overview

The Telegram Bot API allows you to build bots that can interact with users on the Telegram platform. Using Pipedream, you can automate messaging, handle commands, and trigger actions based on conversations or alerts. Pipedream's serverless execution model enables you to create complex workflows involving Telegram messages without managing any infrastructure. With Pipedream's integration, you can process inbound messages, send outbound notifications, and connect the Telegram Bot API with numerous other services to create powerful automation solutions.

Trigger Code

import base from "../common/webhooks.mjs";
import sampleEmit from "./test-event.mjs";

export default {
  ...base,
  key: "telegram_bot_api-message-updates",
  name: "New Message Updates (Instant)",
  description: "Emit new event each time a Telegram message is created or updated.",
  version: "0.1.6",
  type: "source",
  dedupe: "unique",
  props: {
    ...base.props,
    chatId: {
      propDefinition: [
        base.props.telegramBotApi,
        "chatId",
      ],
      optional: true,
    },
  },
  hooks: {
    ...base.hooks,
    async deploy() {
      if (this.chatId) {
        const { id } = await this.telegramBotApi.sdk().getChat(this.chatId);
        this._setChatId(id);
      }
      await base.hooks.deploy.call(this);
    },
  },
  methods: {
    ...base.methods,
    _getChatId() {
      return this.db.get("chatId");
    },
    _setChatId(chatId) {
      this.db.set("chatId", chatId);
    },
    getMeta(event, message) {
      return {
        id: event.update_id,
        summary: message.text,
        ts: new Date(message.edit_date ?? message.date),
      };
    },
    getEventTypes() {
      return [
        "message",
        "edited_message",
      ];
    },
    processEvent(event) {
      const message = event.edited_message ?? event.message;
      if (this.chatId) {
        const chatId = this._getChatId();
        if (chatId && chatId != message?.chat?.id) {
          return;
        }
      }
      this.$emit(event, this.getMeta(event, message));
    },
  },
  sampleEmit,
};

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
TelegramtelegramBotApiappThis component uses the Telegram app.
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.
N/Ahttp$.interface.httpThis 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.
Chat IDchatIdstring

Enter the unique identifier for the target chat (e.g. 1035597319) or username of the target public chat (in the format @channelusername or @supergroupusername). For example, if the group's public link is t.me/mygroup, the username is @mygroup.

Trigger Authentication

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

About Telegram

Telegram, is a cloud-based, cross-platform, encrypted instant messaging (IM) service.

Action

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

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.

LabelPropTypeDescription
RiskAdvisorriskadvisorappThis component uses the RiskAdvisor app.
First NamefirstNamestring

The first name of the client.

Last NamelastNamestring

The last name of the client.

Phone NumberphoneNumberstring

The phone number for the client.

Emailemailstring

The email address of the client.

Middle NamemiddleNamestring

The middle name of the client.

Suffixsuffixstring

The suffix of the client.

Date of BirthdateOfBirthstring

The date of birth of the client.

Contact PreferencecontactPreferencestring

The client's preferred contact method (i.e. phone or email).

Gendergenderstring

The client's gender.

Educationeducationstring

The client's education level.

Occupationoccupationstring

The client's occupation.

Action Authentication

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

About RiskAdvisor

RiskAdvisor is the all-new smart-form software for insurance agencies that empowers your producers and virtual assistants, while making your agency more commission, and reducing your E&O exposure.

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