Create Pre-fill Info with White Swan API on New Direct Message (Instant) from Slack API

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New Direct Message (Instant) from the Slack 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 Slack 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 Direct Message (Instant) trigger
1. Connect your Slack account
2. Configure slackApphook
3. Optional- Configure Ignore Bots
4. Optional- Configure Ignore Messages from Yourself
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 Direct Message (Instant) on Slack

Description:Emit new event when a message was posted in a direct message channel

Version:1.0.20

Key:slack-new-direct-message

View on GitHub

Slack Overview#

The Pipedream Slack app enables you to build event-driven workflows that interact with the Slack API. Once you authorize the Pipedream app's access to your workspace, you can use Pipedream workflows to perform common Slack actions or write your own code against the Slack API.

The Pipedream Slack app is not a typical app. You don't interact with it directly as a bot, and it doesn't add custom functionality to your workspace out of the box. It makes it easier to automate anything you'd typically use the Slack API for, using Pipedream workflows.

Automate posting updates to your team channels
Create a bot to answer common questions
Integrate with your existing tools and services
And much more!

Trigger Code#

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

export default {
  ...common,
  key: "slack-new-direct-message",
  name: "New Direct Message (Instant)",
  version: "1.0.20",
  description: "Emit new event when a message was posted in a direct message channel",
  type: "source",
  dedupe: "unique",
  props: {
    ...common.props,
    // eslint-disable-next-line pipedream/props-description,pipedream/props-label
    slackApphook: {
      type: "$.interface.apphook",
      appProp: "slack",
      async eventNames() {
        return [
          "message.im",
        ];
      },
    },
    ignoreBot: {
      propDefinition: [
        common.props.slack,
        "ignoreBot",
      ],
    },
    ignoreSelf: {
      type: "boolean",
      label: "Ignore Messages from Yourself",
      description: "Ignores messages sent to yourself",
      default: false,
      optional: true,
    },
  },
  methods: {
    ...common.methods,
    getSummary() {
      return "New direct message received";
    },
    processEvent(event) {
      if ((this.ignoreSelf && event.user == this.slack.mySlackId())
        || ((this.ignoreBot) && (event.subtype === "bot_message" || event.bot_id))
        || (event.subtype === "message_changed")) {
        return;
      }
      return event;
    },
  },
  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.

Label	Prop	Type	Description
Slack	`slack`	`app`	This component uses the Slack app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
	`slackApphook`	`$.interface.apphook`
Ignore Bots	`ignoreBot`	`boolean`	Ignore messages from bots
Ignore Messages from Yourself	`ignoreSelf`	`boolean`	Ignores messages sent to yourself

Trigger Authentication#

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

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

bookmarks:writecalls:readcalls:writechannels:historychannels:readchannels:writednd:readdnd:writeemoji:readfiles:readgroups:historygroups:readgroups:writeim:historyim:readim:writelinks:readlinks:writempim:historympim:readmpim:writepins:readpins:writereactions:readreactions:writereminders:readreminders:writeremote_files:readremote_files:sharestars:readstars:writeteam:readusergroups:readusergroups:writeusers:readusers:read.emailusers:writechat:write:botchat:write:usercommandsfiles:write:userusers.profile:writeusers.profile:readsearch:read

About Slack#

Slack is a channel-based messaging platform. With Slack, people can work together more effectively, connect all their software tools and services, and find the information they need to do their best work — all within a secure, enterprise-grade environment.

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 Direct Message (Instant) from Slack API

Pipedream makes it easy to connect APIs for White Swan, Slack and 2,400+ other apps remarkably fast.

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

Developers ♥ Pipedream

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