Get Referred Clients Info with White Swan API on New Item From Multiple RSS Feeds from RSS API

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New Item From Multiple RSS Feeds from the RSS API

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Get Referred Clients Info with the White Swan API

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Getting Started#

This integration creates a workflow with a RSS 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 Item From Multiple RSS Feeds trigger
1. Connect your RSS account
2. Configure timer
3. Configure Feed URLs
4. Optional- Configure Max per Feed
Configure the Get Referred Clients Info action
1. Connect your White Swan account
2. Select a Client Email
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 Item From Multiple RSS Feeds on RSS

Description:Emit new items from multiple RSS feeds

Version:1.2.7

Key:rss-new-item-from-multiple-feeds

View on GitHub

RSS Overview#

The RSS app allows users to automatically fetch and parse updates from web feeds. This functionality is pivotal for staying abreast of content changes or updates from websites, blogs, and news outlets that offer RSS feeds. With Pipedream, you can harness the RSS API to trigger workflows that enable a broad range of automations, like content aggregation, monitoring for specific keywords, notifications, and data synchronization across platforms.

Trigger Code#

import rss from "../../app/rss.app.mjs";
import { defineSource } from "@pipedream/types";
import rssCommon from "../common/common.mjs";
export default defineSource({
    ...rssCommon,
    key: "rss-new-item-from-multiple-feeds",
    name: "New Item From Multiple RSS Feeds",
    type: "source",
    description: "Emit new items from multiple RSS feeds",
    version: "1.2.7",
    props: {
        ...rssCommon.props,
        urls: {
            propDefinition: [
                rss,
                "urls",
            ],
            description: "Enter one or multiple URLs from any public RSS feed. To avoid timeouts, 5 or less URLs is recommended.",
        },
        max: {
            type: "integer",
            label: "Max per Feed",
            description: "Maximum number of posts per feed to retrieve at one time. Defaults to 20.",
            optional: true,
            default: 20,
        },
    },
    dedupe: "unique",
    hooks: {
        async activate() {
            // Try to parse the feed one time to confirm we can fetch and parse.
            // The code will throw any errors to the user.
            for (const url of this.urls) {
                await this.rss.fetchAndParseFeed(url);
            }
        },
    },
    async run() {
        const items = [];
        for (const url of this.urls) {
            const feedItems = (await this.rss.fetchAndParseFeed(url))?.slice(0, this.max);
            console.log(`Retrieved items from ${url}`);
            items.push(...feedItems);
        }
        this.rss.sortItems(items).forEach((item) => {
            const meta = this.generateMeta(item);
            this.$emit(item, meta);
        });
    },
});

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
RSS	`rss`	`app`	This component uses the RSS app.
	`timer`	`$.interface.timer`	How often you want to poll the feed for new items
Feed URLs	`urls`	`string[]`	Enter one or multiple URLs from any public RSS feed. To avoid timeouts, 5 or less URLs is recommended.
Max per Feed	`max`	`integer`	Maximum number of posts per feed to retrieve at one time. Defaults to 20.

Trigger Authentication#

The RSS API does not require authentication.

About RSS#

Real Simple Syndication

Action#

Get Referred Clients Info on White Swan

Description:Retrieves information about clients referred from the user's White Swan account. [See the documentation](https://docs.whiteswan.io/partner-knowledge-base/api-documentation/information-calls/referred-client-s)

Version:0.0.1

Key:white_swan-get-referred-clients-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";

export default {
  key: "white_swan-get-referred-clients-info",
  name: "Get Referred Clients Info",
  description: "Retrieves information about clients referred from the user's White Swan account. [See the documentation](https://docs.whiteswan.io/partner-knowledge-base/api-documentation/information-calls/referred-client-s)",
  version: "0.0.1",
  type: "action",
  props: {
    whiteSwan,
    clientEmail: {
      propDefinition: [
        whiteSwan,
        "clientEmail",
      ],
    },
  },
  async run({ $ }) {
    const response = await this.whiteSwan.getClients({
      $,
      data: {
        client_email: this.clientEmail,
      },
    });
    $.export("$summary", `Retrieved info for client ${this.clientEmail}`);
    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.
Client Email	`clientEmail`	`string`	Select a value from the drop down menu.

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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Popular Actions#

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