Update Client with RiskAdvisor API on New Opportunity (Instant) from Copper API

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New Opportunity (Instant) from the Copper API

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Update Client with the RiskAdvisor API

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Getting Started#

This integration creates a workflow with a Copper 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 Opportunity (Instant) trigger
1. Connect your Copper account
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 Opportunity (Instant) on Copper

Description:Emit new event when a new opportunity is created in Copper

Version:0.0.1

Key:copper-new-opportunity-instant

View on GitHub

Copper Overview#

Copper CRM's API unlocks the potential to streamline customer relationship management through automation and integration. On Pipedream, this means you can leverage event-driven workflows to sync contacts, manage deals, and automate tasks. Think of it as connecting Copper's insights directly to other apps or databases, triggering events in real-time based on CRM updates or capturing fresh leads instantaneously.

Trigger Code#

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

export default {
  ...common,
  key: "copper-new-opportunity-instant",
  name: "New Opportunity (Instant)",
  description: "Emit new event when a new opportunity is created in Copper",
  version: "0.0.1",
  type: "source",
  dedupe: "unique",
  methods: {
    ...common.methods,
    getObjectType() {
      return "opportunity";
    },
    getSummary(item) {
      return `New opportunity created with ID ${item.ids[0]}`;
    },
  },
  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.

Label	Prop	Type	Description
Copper	`copper`	`app`	This component uses the Copper app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
N/A	`http`	`$.interface.http`	This component uses `$.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.

Trigger Authentication#

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

All Copper API calls must include an api_key, which can be generated at System settings > API Keys and email, which is the email address of the token owner.

About Copper#

CRM Software Solutions Company

Action#

Update Client on RiskAdvisor

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

Version:0.0.2

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: "0.0.2",
  annotations: {
    destructiveHint: true,
    openWorldHint: true,
    readOnlyHint: false,
  },
  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.

Update Client with RiskAdvisor API on New Opportunity (Instant) from Copper API

Pipedream makes it easy to connect APIs for RiskAdvisor, Copper and 3,000+ other apps remarkably fast.

Trusted by 1,000,000+ developers from startups to Fortune 500 companies

Developers ♥ Pipedream

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