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 Klaviyo API

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

Add Member To List with Klaviyo API on Client Updated from RiskAdvisor API
RiskAdvisor + Klaviyo
 
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Add Member To List with Klaviyo API on New Client Created from RiskAdvisor API
RiskAdvisor + Klaviyo
 
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Create New List with Klaviyo API on Client Updated from RiskAdvisor API
RiskAdvisor + Klaviyo
 
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Create New List with Klaviyo API on New Client Created from RiskAdvisor API
RiskAdvisor + Klaviyo
 
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Get Lists with Klaviyo API on Client Updated from RiskAdvisor API
RiskAdvisor + Klaviyo
 
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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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Add Member To List with the Klaviyo API

Add member to a specific list. See the docs here

 
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Create Client with the RiskAdvisor API

Create a new client in RiskAdvisor. See the documentation

 
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Create New List with the Klaviyo API

Creates a new list in an account. See the docs here

 
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Create Risk Profile with the RiskAdvisor API

Creates a risk profile in RiskAdvisor. See the documentation

 
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Get Lists with the Klaviyo API

Get a listing of all of the lists in an account. See the docs here

 
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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 Klaviyo

The Klaviyo API grants you the power to automate and personalize your email marketing efforts. With it, you can manage lists, profiles, and campaigns, track event-driven communications, and analyze the results. By leveraging this API on Pipedream, you can create intricate, automated workflows that respond in real-time to your users' behavior, sync data across multiple platforms, and tailor your marketing strategies to improve engagement and conversion rates.

Connect Klaviyo

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import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    klaviyo: {
      type: "app",
      app: "klaviyo",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: ` https://a.klaviyo.com/api/accounts/`,
      headers: {
        "Authorization": `Klaviyo-API-Key ${this.klaviyo.$auth.api_key}`,
        "revision": `2023-12-15`,
      },
    })
  },
})