Update Client with RiskAdvisor API on New Row Added from Supabase API

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New Row Added from the Supabase API

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Update Client with the RiskAdvisor API

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Getting Started#

This integration creates a workflow with a Supabase 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 Row Added trigger
1. Connect your Supabase account
2. Configure Table
3. Optional- Configure Row Identifier
4. Optional- Configure Column
5. Optional- Select a Filter
6. Optional- Configure Value
7. Configure Order By
8. Optional- Select a Sort Order
9. Configure timer
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 Row Added on Supabase

Description:Emit new event for every new row added in a table. [See documentation here](https://supabase.com/docs/reference/javascript/select)

Version:0.0.4

Key:supabase-new-row-added

View on GitHub

Supabase Overview#

Supabase is a real-time backend-as-a-service that provides developers with a suite of tools to quickly build and scale their applications. It offers database storage, authentication, instant APIs, and real-time subscriptions. With the Supabase API, you can perform CRUD operations on your database, manage users, and listen to database changes in real time. When integrated with Pipedream, you can automate workflows that react to these database events, synchronize data across multiple services, or streamline user management processes.

Trigger Code#

import base from "../common/base.mjs";
import {
  DEFAULT_POLLING_SOURCE_TIMER_INTERVAL,
  ConfigurationError,
} from "@pipedream/platform";
import constants from "../../common/constants.mjs";

export default {
  key: "supabase-new-row-added",
  name: "New Row Added",
  description: "Emit new event for every new row added in a table. [See documentation here](https://supabase.com/docs/reference/javascript/select)",
  version: "0.0.4",
  type: "source",
  props: {
    ...base.props,
    column: {
      propDefinition: [
        base.props.supabase,
        "column",
      ],
      optional: true,
    },
    filter: {
      propDefinition: [
        base.props.supabase,
        "filter",
      ],
      optional: true,
    },
    value: {
      propDefinition: [
        base.props.supabase,
        "value",
      ],
      optional: true,
    },
    orderBy: {
      propDefinition: [
        base.props.supabase,
        "column",
      ],
      label: "Order By",
      description: "Column name to order by",
    },
    sortOrder: {
      propDefinition: [
        base.props.supabase,
        "sortOrder",
      ],
    },
    db: "$.service.db",
    timer: {
      type: "$.interface.timer",
      default: {
        intervalSeconds: DEFAULT_POLLING_SOURCE_TIMER_INTERVAL,
      },
    },
  },
  methods: {
    _getOffset() {
      return this.db.get("offset") || 0;
    },
    _setOffset(offset) {
      this.db.set("offset", offset);
    },
  },
  async run() {
    const {
      table,
      column,
      filter,
      value,
      orderBy,
      sortOrder,
      rowIdentifier,
    } = this;

    if ((column || filter || value) && !(column && filter && value)) {
      throw new ConfigurationError("If `column`, `filter`, or `value` is used, all three must be entered");
    }

    const offset = this._getOffset();
    const client = await this.supabase._client();
    const query = client
      .from(table)
      .select()
      .order(orderBy, {
        ascending: sortOrder,
      })
      .range(offset, offset + constants.MAX_OFFSET);

    if (filter) {
      const filterMethod = this.supabase[filter];
      filterMethod(query, column, value);
    }

    const { data } = await query;
    this._setOffset(offset + data.length);

    for (const row of data) {
      let summary = "New row in table";
      if (row[rowIdentifier]) {
        summary = `${summary}: ${row[rowIdentifier]}`;
      }
      this.$emit(row, {
        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
Supabase	`supabase`	`app`	This component uses the Supabase app.
Table	`table`	`string`	The name of the table to watch for new rows
Row Identifier	`rowIdentifier`	`string`	The column name to use as the row identifier
Column	`column`	`string`	Column name to search by
Filter	`filter`	`string`	Select a value from the drop down menu:`{ "label": "Equal", "value": "equalTo" }{ "label": "Not Equal", "value": "notEqualTo" }{ "label": "Greater Than", "value": "greaterThan" }{ "label": "Greater Than or Equal To", "value": "greaterThanOrEqualTo" }{ "label": "Less Than", "value": "lessThan" }{ "label": "Less Than or Equal To", "value": "lessThanOrEqualTo" }{ "label": "Contains (Case Sensitive)", "value": "patternMatch" }{ "label": "Contains (Case Insensitive)", "value": "patternMatchCaseInsensitive" }`
Value	`value`	`string`	Value of the column specified to search for
Order By	`orderBy`	`string`	Column name to order by
Sort Order	`sortOrder`	`string`	Select a value from the drop down menu:`ascendingdescending`
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
	`timer`	`$.interface.timer`

Trigger Authentication#

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

Supabase provides a Service Key to get started. You can find the service_role in the API Settings page.

Finding the Supabase subdomain

About Supabase#

Supabase is an open source Firebase alternative.

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.

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.

More Ways to Connect RiskAdvisor + Supabase#

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Popular Triggers#

New Row Added from the Supabase API

Emit new event for every new row added in a table. See documentation here

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New Webhook Event (Instant) from the Supabase API

Emit new event for every insert, update, or delete operation in a table. This source requires user configuration using the Supabase website. More information in the README. Also see documentation here

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Client Updated from the RiskAdvisor API

Emit new event each time a client is updated in RiskAdvisor. See the documentation

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New Client Created from the RiskAdvisor API

Emit new event each time a new client is created in RiskAdvisor. See the documentation

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