← OpenAI (ChatGPT) + RiskAdvisor integrations

Update Client with RiskAdvisor API on New Fine Tuning Job Created from OpenAI (ChatGPT) API

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New Fine Tuning Job Created from the OpenAI (ChatGPT) API
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Update Client with the RiskAdvisor API
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Getting Started

This integration creates a workflow with a OpenAI (ChatGPT) trigger and RiskAdvisor action. When you configure and deploy the workflow, it will run on Pipedream's servers 24x7 for free.

  1. Select this integration
  2. Configure the New Fine Tuning Job Created trigger
    1. Connect your OpenAI (ChatGPT) account
    2. Configure timer
  3. Configure the Update Client action
    1. Connect your RiskAdvisor account
    2. Select a Client
    3. Optional- Configure First Name
    4. Optional- Configure Last Name
    5. Optional- Configure Phone Number
    6. Optional- Configure Email
    7. Optional- Configure Middle Name
    8. Optional- Configure Suffix
    9. Optional- Configure Date of Birth
    10. Optional- Configure Contact Preference
    11. Optional- Configure Gender
    12. Optional- Configure Education
    13. Optional- Configure Occupation
  4. Deploy the workflow
  5. Send a test event to validate your setup
  6. 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

Description:Emit new event when a new fine-tuning job is created in OpenAI. [See the documentation](https://platform.openai.com/docs/api-reference/fine-tuning/list)
Version:0.0.10
Key:openai-new-fine-tuning-job-created

OpenAI (ChatGPT) Overview

OpenAI provides a suite of powerful AI models through its API, enabling developers to integrate advanced natural language processing and generative capabilities into their applications. Here’s an overview of the services offered by OpenAI's API:

Use Python or Node.js code to make fully authenticated API requests with your OpenAI account:

Trigger Code

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

export default {
  ...common,
  key: "openai-new-fine-tuning-job-created",
  name: "New Fine Tuning Job Created",
  description: "Emit new event when a new fine-tuning job is created in OpenAI. [See the documentation](https://platform.openai.com/docs/api-reference/fine-tuning/list)",
  version: "0.0.10",
  type: "source",
  dedupe: "unique",
  methods: {
    ...common.methods,
    getData() {
      return this.openai.listFineTuningJobs();
    },
    getMeta(item) {
      return {
        id: item.id,
        summary: `New Fine Tuning Job: ${item.id}`,
        ts: item.created_at * 1000,
      };
    },
  },
  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.
LabelPropTypeDescription
OpenAI (ChatGPT)openaiappThis component uses the OpenAI (ChatGPT) app.
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.
timer$.interface.timer

Trigger Authentication

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

About OpenAI (ChatGPT)

OpenAI is an AI research and deployment company with the mission to ensure that artificial general intelligence benefits all of humanity. They are the makers of popular models like ChatGPT, DALL-E, and Whisper.

Action

Description:Updates an existing in RiskAdvisor. [See the documentation](https://api.riskadvisor.insure/clients#update-a-client)
Version:0.0.1
Key:riskadvisor-update-client

RiskAdvisor Overview

The RiskAdvisor API offers a way to integrate insurance advisory services into your applications seamlessly. By leveraging this API within Pipedream, you can automate the process of obtaining insurance quotes, processing claims, and providing personalized insurance advice. Pipedream's serverless execution environment allows you to create workflows that react to various triggers (such as webhooks, emails, or schedules) and interact with the RiskAdvisor API to carry out tasks without manual intervention. This can streamline operations for insurance agencies, fintech apps, or any business that needs to integrate insurance-related services.

Action Code

import riskadvisor from "../../riskadvisor.app.mjs";
import lodash from "lodash";

export default {
  key: "riskadvisor-update-client",
  name: "Update Client",
  description: "Updates an existing in RiskAdvisor. [See the documentation](https://api.riskadvisor.insure/clients#update-a-client)",
  version: "0.0.1",
  type: "action",
  props: {
    riskadvisor,
    clientId: {
      propDefinition: [
        riskadvisor,
        "clientId",
      ],
    },
    firstName: {
      propDefinition: [
        riskadvisor,
        "firstName",
      ],
      optional: true,
    },
    lastName: {
      propDefinition: [
        riskadvisor,
        "lastName",
      ],
      optional: true,
    },
    phoneNumber: {
      propDefinition: [
        riskadvisor,
        "phoneNumber",
      ],
      optional: true,
    },
    email: {
      propDefinition: [
        riskadvisor,
        "email",
      ],
      optional: true,
    },
    middleName: {
      propDefinition: [
        riskadvisor,
        "middleName",
      ],
    },
    suffix: {
      propDefinition: [
        riskadvisor,
        "suffix",
      ],
    },
    dateOfBirth: {
      propDefinition: [
        riskadvisor,
        "dateOfBirth",
      ],
    },
    contactPreference: {
      propDefinition: [
        riskadvisor,
        "contactPreference",
      ],
    },
    gender: {
      propDefinition: [
        riskadvisor,
        "gender",
      ],
    },
    education: {
      propDefinition: [
        riskadvisor,
        "education",
      ],
    },
    occupation: {
      propDefinition: [
        riskadvisor,
        "occupation",
      ],
    },
  },
  methods: {
    // getClient endpoint "/api/clients/:id" not yet implemented in the RiskAdvisor API
    // todo: update to use getClient endpoint when implemented
    async getClient(clientId) {
      const clients = this.riskadvisor.paginate({
        resourceFn: this.riskadvisor.listClients,
      });

      for await (const client of clients) {
        if (client.id === clientId) {
          return client;
        }
      }
    },
  },
  async run({ $ }) {
    const client = await this.getClient(this.clientId);

    const response = await this.riskadvisor.updateClient({
      clientId: this.clientId,
      data: lodash.pickBy({
        first_name: this.firstName || client.first_name,
        last_name: this.lastName || client.last_name,
        phone_number: this.phoneNumber || client.phone_number,
        email: this.email || client.email,
        middle_name: this.middleName,
        suffix: this.suffix,
        date_of_birth: this.dateOfBirth,
        contact_preference: this.contactPreference,
        gender: this.gender,
        education: this.education,
        occupation: this.occupation,
      }),
      $,
    });

    if (response?.id) {
      $.export("$summary", `Successfully updated client with ID ${response.id}.`);
    }

    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.

LabelPropTypeDescription
RiskAdvisorriskadvisorappThis component uses the RiskAdvisor app.
ClientclientIdintegerSelect a value from the drop down menu.
First NamefirstNamestring

The first name of the client.

Last NamelastNamestring

The last name of the client.

Phone NumberphoneNumberstring

The phone number for the client.

Emailemailstring

The email address of the client.

Middle NamemiddleNamestring

The middle name of the client.

Suffixsuffixstring

The suffix of the client.

Date of BirthdateOfBirthstring

The date of birth of the client.

Contact PreferencecontactPreferencestring

The client's preferred contact method (i.e. phone or email).

Gendergenderstring

The client's gender.

Educationeducationstring

The client's education level.

Occupationoccupationstring

The client's occupation.

Action Authentication

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

About RiskAdvisor

RiskAdvisor is the all-new smart-form software for insurance agencies that empowers your producers and virtual assistants, while making your agency more commission, and reducing your E&O exposure.

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