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.

Integrate the RiskAdvisor API with the HubSpot API

Setup the RiskAdvisor API trigger to run a workflow which integrates with the HubSpot API. Pipedream's integration platform allows you to integrate RiskAdvisor and HubSpot remarkably fast. Free for developers.

Add Contact to List with HubSpot API on Client Updated from RiskAdvisor API
RiskAdvisor + HubSpot
 
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Add Contact to List with HubSpot API on New Client Created from RiskAdvisor API
RiskAdvisor + HubSpot
 
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Batch Create or Update Contact with HubSpot API on Client Updated from RiskAdvisor API
RiskAdvisor + HubSpot
 
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Batch Create or Update Contact with HubSpot API on New Client Created from RiskAdvisor API
RiskAdvisor + HubSpot
 
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Create Associations with HubSpot API on Client Updated from RiskAdvisor API
RiskAdvisor + HubSpot
 
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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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Company Updated from the HubSpot API

Emit new event each time a company is updated.

 
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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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Contact Updated from the HubSpot API

Emit new event each time a contact is updated.

 
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Deleted Blog Posts from the HubSpot API

Emit new event for each deleted blog post.

 
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Add Contact to List with the HubSpot API

Adds a contact to a specific static list. See the documentation

 
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Create Client with the RiskAdvisor API

Create a new client in RiskAdvisor. See the documentation

 
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Batch Create or Update Contact with the HubSpot API

Create or update a batch of contacts by its ID. See the documentation

 
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Create Risk Profile with the RiskAdvisor API

Creates a risk profile in RiskAdvisor. See the documentation

 
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Update Client with the RiskAdvisor API

Updates an existing in RiskAdvisor. See the documentation

 
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Overview of RiskAdvisor

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.

Connect RiskAdvisor

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import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    riskadvisor: {
      type: "app",
      app: "riskadvisor",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://app.riskadvisor.insure/api/clients`,
      headers: {
        Authorization: `Bearer ${this.riskadvisor.$auth.api_token}`,
      },
    })
  },
})

Overview of HubSpot

The HubSpot API enables developers to integrate into HubSpots CRM, CMS, Conversations, and other features. It allows for automated management of contacts, companies, deals, and marketing campaigns, enabling custom workflows, data synchronization, and task automation. This streamlines operations and boosts customer engagement, with real-time updates for rapid response to market changes.

Connect HubSpot

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import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    hubspot: {
      type: "app",
      app: "hubspot",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://api.hubapi.com/integrations/v1/me`,
      headers: {
        Authorization: `Bearer ${this.hubspot.$auth.oauth_access_token}`,
      },
    })
  },
})