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 MongoDB API

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

Create Client with RiskAdvisor API on New Collection from MongoDB API
MongoDB + RiskAdvisor
 
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Create Client with RiskAdvisor API on New Database from MongoDB API
MongoDB + RiskAdvisor
 
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Create Client with RiskAdvisor API on New Document from MongoDB API
MongoDB + RiskAdvisor
 
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Create Client with RiskAdvisor API on New Field in Document from MongoDB API
MongoDB + RiskAdvisor
 
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Create New Document with MongoDB API on Client Updated from RiskAdvisor API
RiskAdvisor + MongoDB
 
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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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New Collection from the MongoDB API

Emit new an event when a new collection is added to a database

 
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New Database from the MongoDB API

Emit new an event when a new database is added

 
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New Document from the MongoDB API

Emit new an event when a new document is added to a collection

 
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Create New Document with the MongoDB API

Create a new document in a collection of your choice. 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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Delete a Document with the MongoDB API

Delete a single document by ID. 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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Execute Aggregation with the MongoDB API

Execute an aggregation pipeline on a MongoDB collection. 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 MongoDB

The MongoDB API provides powerful capabilities to interact with a MongoDB database, allowing you to perform CRUD (Create, Read, Update, Delete) operations, manage databases, and execute sophisticated queries. With Pipedream, you can harness these abilities to automate tasks, sync data across various apps, and react to events in real-time. It’s a combo that’s particularly potent for managing data workflows, syncing application states, or triggering actions based on changes to your data.

Connect MongoDB

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import mongodb from 'mongodb'

export default defineComponent({
  props: {
    mongodb: {
      type: "app",
      app: "mongodb",
    },
    collection: {
      type: "string"
    },
    filter: {
      type: "object"
    }
  },
  async run({steps, $}) {
    const MongoClient = mongodb.MongoClient
    
    const {
      database,
      hostname,
      username,
      password,
    } = this.mongodb.$auth
    
    const url = `mongodb+srv://${username}:${password}@${hostname}/test?retryWrites=true&w=majority`
    const client = await MongoClient.connect(url, { 
      useNewUrlParser: true, 
      useUnifiedTopology: true 
    })
    
    const db = client.db(database)

    const results = await db.collection(this.collection).find(this.filter).toArray();
    $.export('results', results);
    
    await client.close()
  },
})