Create Pre-fill Info with White Swan API on New Column from PostgreSQL API

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Trigger workflow on

New Column from the PostgreSQL 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 PostgreSQL trigger and White Swan action. When you configure and deploy the workflow, it will run on Pipedream's servers 24x7 for free.

Select this integration
Configure the New Column trigger
1. Connect your PostgreSQL account
2. Configure Polling Interval
3. Select a Schema
4. Select a Table
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
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 Column on PostgreSQL

Description:Emit new event when a new column is added to a table. [See the documentation](https://node-postgres.com/features/queries)

Version:2.0.6

Key:postgresql-new-column

View on GitHub

PostgreSQL Overview#

On Pipedream, you can leverage the PostgreSQL app to create workflows that automate database operations, synchronize data across platforms, and react to database events in real-time. Think handling new row entries, updating records from webhooks, or even compiling reports on a set schedule. Pipedream's serverless platform provides a powerful way to connect PostgreSQL with a variety of apps, enabling you to create tailored automation that fits your specific needs.

Trigger Code#

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

export default {
  ...common,
  name: "New Column",
  key: "postgresql-new-column",
  description: "Emit new event when a new column is added to a table. [See the documentation](https://node-postgres.com/features/queries)",
  version: "2.0.6",
  type: "source",
  props: {
    ...common.props,
    schema: {
      propDefinition: [
        common.props.postgresql,
        "schema",
      ],
    },
    table: {
      propDefinition: [
        common.props.postgresql,
        "table",
        (c) => ({
          schema: c.schema,
        }),
      ],
    },
  },
  async run() {
    const previousColumns = this._getPreviousValues() || [];

    const columns = await this.postgresql.getColumns(this.table, this.schema);

    const newColumns = columns.filter((column) => !previousColumns.includes(column));
    for (const column of newColumns) {
      const meta = this.generateMeta(column);
      this.$emit(column, meta);
    }

    this._setPreviousValues(columns);
  },
};

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
PostgreSQL	`postgresql`	`app`	This component uses the PostgreSQL app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
Polling Interval	`timer`	`$.interface.timer`	Pipedream will poll the API on this schedule
Schema	`schema`	`string`	Select a value from the drop down menu.
Table	`table`	`string`	Select a value from the drop down menu.

Trigger Authentication#

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

Before you connect to your PostgreSQL database from Pipedream, please make sure your database is either:

Accessible from the public internet (You may need to add a firewall rule on 0.0.0.0/0 on port 5432), or
Accessible from a static IP that you've configured from a VPC in Pipedream, and enabled the workflow to connect through that VPC

SSL Setup

Configure SSL on your PostgreSQL database by providing the CA (Certificate Authority), and choosing between Full Verification (default), or Skip Verification. Skipping verification is not recommended as this has serious security implications.

About PostgreSQL#

PostgreSQL is a free and open-source relational database management system emphasizing extensibility and SQL compliance.

Action#

Create Pre-fill Info on White Swan

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

View on GitHub

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.

Label	Prop	Type	Description
White Swan	`whiteSwan`	`app`	This component uses the White Swan app.
First Name	`firstName`	`string`	The first name of the intended insured person.
Last Name	`lastName`	`string`	The last name of the intended insured person.
Email	`email`	`string`	The email of the applicant.
Address	`address`	`string`	The current address of the intended insured person.
Date of Birth	`dateOfBirth`	`string`	The date of birth of the intended insured person in ISO 8601 format.
Policy Type	`policyType`	`string`	Select a value from the drop down menu:`Variable Universal LifeIndexed Universal LifeWhole LifeTerm LifeGuaranteed Universal LifePrivate Placement Life`

Create Pre-fill Info with White Swan API on New Column from PostgreSQL API

Pipedream makes it easy to connect APIs for White Swan, PostgreSQL and 2,000+ other apps remarkably fast.

Trusted by 800,000+ developers from startups to Fortune 500 companies

Developers ♥ Pipedream

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