Update Client with RiskAdvisor API on New Item in Feed from RSS API

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Trigger workflow on

New Item in Feed from the RSS API

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Update Client with the RiskAdvisor API

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Getting Started#

This integration creates a workflow with a RSS trigger and RiskAdvisor 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 in Feed trigger
1. Connect your RSS account
2. Configure timer
3. Configure Feed URL
4. Configure Published After
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
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 in Feed on RSS

Description:Emit new items from an RSS feed

Version:1.2.7

Key:rss-new-item-in-feed

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 { defineSource } from "@pipedream/types";
import rss from "../../app/rss.app.mjs";
import rssCommon from "../common/common.mjs";
export default defineSource({
    ...rssCommon,
    key: "rss-new-item-in-feed",
    name: "New Item in Feed",
    description: "Emit new items from an RSS feed",
    version: "1.2.7",
    type: "source",
    dedupe: "unique",
    props: {
        ...rssCommon.props,
        url: {
            propDefinition: [
                rss,
                "url",
            ],
        },
        publishedAfter: {
            type: "string",
            label: "Published After",
            description: "Emit items published after the specified date in ISO 8601 format .e.g `2022-12-07T12:57:10+07:00`",
            default: new Date(Date.now() - 24 * 60 * 60 * 1000).toISOString(), // default to one day ago
        },
    },
    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.
            await this.rss.fetchAndParseFeed(this.url);
        },
    },
    methods: {
        ...rssCommon.methods,
        generateMeta: function (item) {
            return {
                id: this.rss.itemKey(item),
                summary: item.title,
                ts: Date.now(),
            };
        },
    },
    async run() {
        const items = await this.rss.fetchAndParseFeed(this.url);
        for (const item of items.reverse()) {
            const publishedAfter = +new Date(this.publishedAfter);
            const ts = this.rss.itemTs(item);
            if (Number.isNaN(publishedAfter) || publishedAfter > ts) {
                continue;
            }
            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 URL	`url`	`string`	Enter the URL for any public RSS feed
Published After	`publishedAfter`	`string`	Emit items published after the specified date in ISO 8601 format .e.g `2022-12-07T12:57:10+07:00`

Trigger Authentication#

The RSS API does not require authentication.

About RSS#

Real Simple Syndication

Action#

Update Client on RiskAdvisor

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

View on GitHub

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.

Label	Prop	Type	Description
RiskAdvisor	`riskadvisor`	`app`	This component uses the RiskAdvisor app.
Client	`clientId`	`integer`	Select a value from the drop down menu.
First Name	`firstName`	`string`	The first name of the client.
Last Name	`lastName`	`string`	The last name of the client.
Phone Number	`phoneNumber`	`string`	The phone number for the client.
Email	`email`	`string`	The email address of the client.
Middle Name	`middleName`	`string`	The middle name of the client.
Suffix	`suffix`	`string`	The suffix of the client.
Date of Birth	`dateOfBirth`	`string`	The date of birth of the client.
Contact Preference	`contactPreference`	`string`	The client's preferred contact method (i.e. phone or email).
Gender	`gender`	`string`	The client's gender.
Education	`education`	`string`	The client's education level.
Occupation	`occupation`	`string`	The client's occupation.