Submit Complete Plan Request with White Swan API on New Row from Snowflake API

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Trigger workflow on

New Row from the Snowflake 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 Snowflake 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 Row trigger
1. Connect your Snowflake account
2. Configure timer
3. Select a Database
4. Select a Schema
5. Select a Table Name
6. Select a Unique Key
7. Optional- Configure Emit individual events
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 Row on Snowflake

Description:Emit new event when a row is added to a table

Version:0.2.2

Key:snowflake-new-row

View on GitHub

Snowflake Overview#

Snowflake offers a cloud database and related tools to help developers create robust, secure, and scalable data warehouses. See Snowflake's Key Concepts & Architecture.

Getting Started

1. Create a user, role and warehouse in Snowflake

Snowflake recommends you create a new user, role, and warehouse when you integrate a third-party tool like Pipedream. This way, you can control permissions via the user / role, and separate Pipedream compute and costs with the warehouse. You can do this directly in the Snowflake UI.

We recommend you create a read-only account if you only need to query Snowflake. If you need to insert data into Snowflake, add permissions on the appropriate objects after you create your user.

2. Enter those details in Pipedream

Visit https://pipedream.com/accounts. Click the button to Connect an App. Enter the required Snowflake account data.

You'll only need to connect your account once in Pipedream. You can connect this account to multiple workflows to run queries against Snowflake, insert data, and more.

3. Build your first workflow

Visit https://pipedream.com/new to build your first workflow. Pipedream workflows let you connect Snowflake with 1,000+ other apps. You can trigger workflows on Snowflake queries, sending results to Slack, Google Sheets, or any app that exposes an API. Or you can accept data from another app, transform it with Python, Node.js, Go or Bash code, and insert it into Snowflake.

Learn more at Pipedream University.

Trigger Code#

import common from "../common-table-scan.mjs";

export default {
  ...common,
  type: "source",
  key: "snowflake-new-row",
  name: "New Row",
  description: "Emit new event when a row is added to a table",
  version: "0.2.2",
  methods: {
    ...common.methods,
    async getStatement(lastResultId) {
      const sqlText = `
        SELECT *
        FROM IDENTIFIER(:1)
        WHERE ${this.uniqueKey} > :2
        ORDER BY ${this.uniqueKey} ASC
      `;
      const binds = [
        this.tableName,
        lastResultId,
      ];
      return {
        sqlText,
        binds,
      };
    },
  },
};

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
Snowflake	`snowflake`	`app`	This component uses the Snowflake app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
	`timer`	`$.interface.timer`	Watch for changes on this schedule
Database	`database`	`string`	Select a value from the drop down menu.
Schema	`schema`	`string`	Select a value from the drop down menu.
Table Name	`tableName`	`string`	Select a value from the drop down menu.
Unique Key	`uniqueKey`	`string`	Select a value from the drop down menu.
Emit individual events	`emitIndividualEvents`	`boolean`	Defaults to `true`, triggering workflows on each record in the result set. Set to `false` to emit records in batch (advanced)

Trigger Authentication#

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

We recommend you create a read-only account if you only need to query Snowflake. If you need to insert data into Snowflake, add permissions on the appropriate objects after you create your user.

About Snowflake#

A data warehouse built for the cloud

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.