← Zoom + White Swan integrations

Create Pre-fill Info with White Swan API on Meeting Deleted (Instant) from Zoom API

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Meeting Deleted (Instant) from the Zoom API
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Create Pre-fill Info with the White Swan API
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Getting Started

This integration creates a workflow with a Zoom trigger and White Swan 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 Meeting Deleted (Instant) trigger
    1. Connect your Zoom account
    2. Configure apphook
  3. Configure the Create Pre-fill Info action
    1. Connect your White Swan account
    2. Optional- Configure First Name
    3. Optional- Configure Last Name
    4. Optional- Configure Email
    5. Optional- Configure Address
    6. Optional- Configure Date of Birth
    7. Optional- Select a Policy Type
  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 meeting is deleted where you're the host
Version:0.1.3
Key:zoom-meeting-deleted

Zoom Overview

The Zoom API lets you tap into a rich set of functionalities to enhance the video conferencing experience within your own app or workflow. With the Zoom API on Pipedream, you can automatically create meetings, manage users, send meeting notifications, and more, orchestrating these actions within a broader automation. This allows for seamless integration with other services, enabling both data collection and action triggers based on Zoom events.

Pipedream workflows allow you to run any Node.js code that connects to the Zoom API. Just create a new workflow, then add prebuilt Zoom actions (create a meeting, send a chat message, etc.) or write your own code. These workflows can be triggered by HTTP requests, timers, email, or on any app-based event (new tweets, a Github PR, Zoom events, etc).

Trigger Code

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

export default {
  ...common,
  key: "zoom-meeting-deleted",
  name: "Meeting Deleted (Instant)",
  description: "Emit new event each time a meeting is deleted where you're the host",
  version: "0.1.3",
  type: "source",
  dedupe: "unique",
  props: {
    ...common.props,
    // eslint-disable-next-line pipedream/props-label, pipedream/props-description
    apphook: {
      type: "$.interface.apphook",
      appProp: "app",
      eventNames() {
        return [
          constants.CUSTOM_EVENT_TYPES.MEETING_DELETED_BY_ME,
          constants.CUSTOM_EVENT_TYPES.MEETING_DELETED_FOR_ME,
        ];
      },
    },
  },
  methods: {
    ...common.methods,
    emitEvent(payload, object) {
      const meta = this.generateMeta(object);
      this.$emit({
        event: "meeting.deleted",
        payload,
      }, meta);
    },
    generateMeta(object) {
      return {
        id: object.uuid,
        summary: `Meeting ${object.topic} deleted`,
        ts: +new Date(object.start_time),
      };
    },
  },
};

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
ZoomappappThis component uses the Zoom app.
apphook$.interface.apphook

Trigger Authentication

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

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

About Zoom

Zoom is the leader in modern enterprise video communications, with an easy, reliable cloud platform for video and audio conferencing, chat, and webinars.

Action

Description:Imports client data for pre-filling applications to enrich the user experience. [See the documentation](https://docs.whiteswan.io/partner-knowledge-base/api-documentation/action-calls/create-pre-fill-information)
Version:0.0.1
Key:white_swan-create-pre-fill-info

White Swan Overview

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.

Action Code

import whiteSwan from "../../white_swan.app.mjs";
import constants from "../../common/constants.mjs";
import utils from "../../common/utils.mjs";

export default {
  key: "white_swan-create-pre-fill-info",
  name: "Create Pre-fill Info",
  description: "Imports client data for pre-filling applications to enrich the user experience. [See the documentation](https://docs.whiteswan.io/partner-knowledge-base/api-documentation/action-calls/create-pre-fill-information)",
  version: "0.0.1",
  type: "action",
  props: {
    whiteSwan,
    firstName: {
      type: "string",
      label: "First Name",
      description: "The first name of the intended insured person.",
      optional: true,
    },
    lastName: {
      type: "string",
      label: "Last Name",
      description: "The last name of the intended insured person.",
      optional: true,
    },
    email: {
      type: "string",
      label: "Email",
      description: "The email of the applicant.",
      optional: true,
    },
    address: {
      type: "string",
      label: "Address",
      description: "The current address of the intended insured person.",
      optional: true,
    },
    dateOfBirth: {
      type: "string",
      label: "Date of Birth",
      description: "The date of birth of the intended insured person in ISO 8601 format.",
      optional: true,
    },
    policyType: {
      type: "string",
      label: "Policy Type",
      description: "The policy type of this policy.",
      optional: true,
      options: constants.POLICY_TYPE,
    },
  },
  async run({ $ }) {
    const response = await this.whiteSwan.importClientData({
      $,
      data: {
        first_name: this.firstName,
        last_name: this.lastName,
        email: this.email,
        address: this.address,
        date_of_birth: this.dateOfBirth
          ? utils.convertISOToCustomFormat(this.dateOfBirth)
          : undefined,
        policy_type: this.policyType,
      },
    });
    $.export("$summary", "Successfully imported client data for pre-filling applications");
    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
White SwanwhiteSwanappThis component uses the White Swan app.
First NamefirstNamestring

The first name of the intended insured person.

Last NamelastNamestring

The last name of the intended insured person.

Emailemailstring

The email of the applicant.

Addressaddressstring

The current address of the intended insured person.

Date of BirthdateOfBirthstring

The date of birth of the intended insured person in ISO 8601 format.

Policy TypepolicyTypestringSelect a value from the drop down menu:Variable Universal LifeIndexed Universal LifeWhole LifeTerm LifeGuaranteed Universal LifePrivate Placement Life

Action 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.

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