Submit Complete Plan Request with White Swan API on New Requests from HTTP / Webhook API

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New Requests from the HTTP / Webhook API

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Submit Complete Plan Request with the White Swan API

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Getting Started#

This integration creates a workflow with a HTTP / Webhook 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 Requests trigger
1. Optional- Configure Body Only
2. Optional- Configure Response Status Code
3. Optional- Configure Response Content-Type
4. Optional- Configure Response Body
5. Connect your HTTP / Webhook account
Configure the Submit Complete Plan Request action
1. Connect your White Swan account
2. Configure Name
3. Configure Email
4. Select a Policy Type
5. Select a Main Goal
6. Configure Resident State
7. Configure Death Benefit Needed
8. Select a Payment Schedule
9. Select a Gender
10. Configure Date of Birth
11. Select a Health Rating
12. Configure Uses Tobacco
13. Configure Insured Height in Feet
14. Configure Insured Height in Inches
15. Configure Insured Weight
16. Optional- Configure Pre-fill Info ID
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 Requests on HTTP / Webhook

Description:Get a URL and emit the full HTTP event on every request (including headers and query parameters). You can also configure the HTTP response code, body, and more.

Version:0.1.1

Key:http-new-requests

View on GitHub

HTTP / Webhook Overview#

Build, test, and send HTTP requests without code using your Pipedream workflows. The HTTP / Webhook action is a tool to build HTTP requests with a Postman-like graphical interface.

Point and click HTTP requests

Define the target URL, HTTP verb, headers, query parameters, and payload body without writing custom code.

$A screenshot of Pipedream's HTTP Request Configuration interface with a GET request type selected. The request URL is set to 'https://api.openai.com/v1/models'. The 'Auth' tab is highlighted, indicating that authentication is required for this request. In the headers section, there are two headers configured: 'User-Agent' is set to 'pipedream/1', and 'Authorization' is set to 'Bearer {{openai_api_key}}', showing how the OpenAI account's API key is dynamically inserted into the headers to handle authentication automatically.$

Here's an example workflow that uses the HTTP / Webhook action to send an authenticated API request to OpenAI.

Focus on integrating, not authenticating

This action can also use your connected accounts with third-party APIs. Selecting an integrated app will automatically update the request’s headers to authenticate with the app properly, and even inject your token dynamically.

Pipedream integrates with thousands of APIs, but if you can’t find a Pipedream integration simply use Environment Variables in your request headers to authenticate with.

Compatible with no code actions or Node.js and Python

The HTTP/Webhook action exports HTTP response data for use in subsequent workflow steps, enabling easy data transformation, further API calls, database storage, and more.

Response data is available for both coded (Node.js, Python) and no-code steps within your workflow.

Trigger Code#

import http from "../../http.app.mjs";

// Core HTTP component
export default {
  key: "http-new-requests",
  name: "New Requests",
  description: "Get a URL and emit the full HTTP event on every request (including headers and query parameters). You can also configure the HTTP response code, body, and more.",
  version: "0.1.1",
  type: "source",
  props: {
    httpInterface: {
      type: "$.interface.http",
      customResponse: true,
    },
    emitBodyOnly: {
      type: "boolean",
      label: "Body Only",
      description: "This source emits an event representing the full HTTP request by default. Select `true` to emit the body only.",
      optional: true,
      default: false,
    },
    resStatusCode: {
      type: "string",
      label: "Response Status Code",
      description: "The status code to return in the HTTP response",
      optional: true,
      default: "200",
    },
    resContentType: {
      type: "string",
      label: "Response Content-Type",
      description: "The `Content-Type` of the body returned in the HTTP response",
      optional: true,
      default: "application/json",
    },
    resBody: {
      type: "string",
      label: "Response Body",
      description: "The body to return in the HTTP response",
      optional: true,
      default: "{ \"success\": true }",
    },
    http,
  },
  async run(event) {
    const summary = `${event.method} ${event.path}`;

    this.httpInterface.respond({
      status: this.resStatusCode,
      body: this.resBody,
      headers: {
        "content-type": this.resContentType,
      },
    });

    if (this.emitBodyOnly) {
      this.$emit(event.body, {
        summary,
      });
    } else {
      this.$emit(event, {
        summary,
      });
    }
  },
};

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
N/A	`httpInterface`	`$.interface.http`	This component uses `$.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.
Body Only	`emitBodyOnly`	`boolean`	This source emits an event representing the full HTTP request by default. Select `true` to emit the body only.
Response Status Code	`resStatusCode`	`string`	The status code to return in the HTTP response
Response Content-Type	`resContentType`	`string`	The `Content-Type` of the body returned in the HTTP response
Response Body	`resBody`	`string`	The body to return in the HTTP response
HTTP / Webhook	`http`	`app`	This component uses the HTTP / Webhook app.

Trigger Authentication#

The HTTP / Webhook API does not require authentication.

About HTTP / Webhook#

Get a unique URL where you can send HTTP or webhook requests

Action#

Submit Complete Plan Request on White Swan

Description:Creates a new comprehensive quote request based on the information provided and generates the final quotation without further data requirements. [See the documentation](https://docs.whiteswan.io/partner-knowledge-base/api-documentation/action-calls/submit-complete-plan-request)

Version:0.0.1

Key:white_swan-submit-complete-plan-request

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-submit-complete-plan-request",
  name: "Submit Complete Plan Request",
  description: "Creates a new comprehensive quote request based on the information provided and generates the final quotation without further data requirements. [See the documentation](https://docs.whiteswan.io/partner-knowledge-base/api-documentation/action-calls/submit-complete-plan-request)",
  version: "0.0.1",
  type: "action",
  props: {
    whiteSwan,
    name: {
      type: "string",
      label: "Name",
      description: "The full name of the person who the request is made on behalf of.",
    },
    email: {
      type: "string",
      label: "Email",
      description: "The email of the person who the request is made on behalf of.",
    },
    policyType: {
      type: "string",
      label: "Policy Type",
      description: "The policy type that this request is made for.",
      options: constants.POLICY_TYPE,
    },
    mainGoal: {
      type: "string",
      label: "Main Goal",
      description: "The primary goal of this plan request, either Protection or Accumulation.",
      options: constants.MAIN_GOAL,
    },
    residentState: {
      type: "string",
      label: "Resident State",
      description: "The state in which the insured person is a resident. Example: `California`",
    },
    deathBenefitNeeded: {
      type: "integer",
      label: "Death Benefit Needed",
      description: "The amount of death benefit that is required for this plan. To opt for the lowest amount possible given a certain premium budget, use 0.",
      default: 0,
    },
    paymentSchedule: {
      type: "string",
      label: "Payment Schedule",
      description: "How often premiums should be paid on this plan.",
      options: constants.PAYMENT_SCHEDULE,
    },
    gender: {
      type: "string",
      label: "Gender",
      description: "Whether the intended insured person is Male or Female.",
      options: constants.GENDER,
    },
    dateOfBirth: {
      type: "string",
      label: "Date of Birth",
      description: "The date of birth of the intended insured person in ISO 8601 format.",
    },
    healthRating: {
      type: "string",
      label: "Health Rating",
      description: "How the insured person would rate their own general health.",
      options: constants.HEALTH_RATING,
    },
    usesTobacco: {
      type: "boolean",
      label: "Uses Tobacco",
      description: "Whether the intended insured person uses tobacco/nicotine products or not.",
    },
    insuredHeightFeet: {
      type: "integer",
      label: "Insured Height in Feet",
      description: "The height in feet of the intended insured person.",
    },
    insuredHeightInches: {
      type: "integer",
      label: "Insured Height in Inches",
      description: "The height in inches of the intended insured person.",
    },
    insuredWeight: {
      type: "integer",
      label: "Insured Weight",
      description: "The weight in pounds of the intended insured person.",
    },
    prefillInfoId: {
      type: "string",
      label: "Pre-fill Info ID",
      description: "If you have already created a pre-fill information you can pass its ID by using this parameter to associate that info with this request.",
      optional: true,
    },
  },
  async run({ $ }) {
    const response = await this.whiteSwan.createQuoteRequest({
      $,
      data: {
        name: this.name,
        email: this.email,
        policy_type: this.policyType,
        main_goal: this.mainGoal,
        resident_state: this.residentState,
        death_benefit: this.deathBenefitNeeded,
        payment_schedule: this.paymentSchedule,
        gender: this.gender,
        date_of_birth: utils.convertISOToCustomFormat(this.dateOfBirth),
        health_rating: this.healthRating,
        tobacco: this.usesTobacco,
        height_feet: this.insuredHeightFeet,
        height_inches: this.insuredHeightInches,
        weight_pounds: this.insuredWeight,
        contact_id: this.prefillInfoId,
      },
    });
    $.export("$summary", "Successfully submitted complete plan request");
    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.
Name	`name`	`string`	The full name of the person who the request is made on behalf of.
Email	`email`	`string`	The email of the person who the request is made on behalf of.
Policy Type	`policyType`	`string`	Select a value from the drop down menu:`Variable Universal LifeIndexed Universal LifeWhole LifeTerm LifeGuaranteed Universal LifePrivate Placement Life`
Main Goal	`mainGoal`	`string`	Select a value from the drop down menu:`AccumulationProtection`
Resident State	`residentState`	`string`	The state in which the insured person is a resident. Example: `California`
Death Benefit Needed	`deathBenefitNeeded`	`integer`	The amount of death benefit that is required for this plan. To opt for the lowest amount possible given a certain premium budget, use 0.
Payment Schedule	`paymentSchedule`	`string`	Select a value from the drop down menu:`MonthlyQuarterlyYearly`
Gender	`gender`	`string`	Select a value from the drop down menu:`MaleFemale`
Date of Birth	`dateOfBirth`	`string`	The date of birth of the intended insured person in ISO 8601 format.
Health Rating	`healthRating`	`string`	Select a value from the drop down menu:`AverageGoodExcellent`
Uses Tobacco	`usesTobacco`	`boolean`	Whether the intended insured person uses tobacco/nicotine products or not.
Insured Height in Feet	`insuredHeightFeet`	`integer`	The height in feet of the intended insured person.
Insured Height in Inches	`insuredHeightInches`	`integer`	The height in inches of the intended insured person.
Insured Weight	`insuredWeight`	`integer`	The weight in pounds of the intended insured person.
Pre-fill Info ID	`prefillInfoId`	`string`	If you have already created a pre-fill information you can pass its ID by using this parameter to associate that info with this request.

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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