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 Notion API

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

Append Block to Parent with Notion API on Client Updated from RiskAdvisor API
RiskAdvisor + Notion
 
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Append Block to Parent with Notion API on New Client Created from RiskAdvisor API
RiskAdvisor + Notion
 
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Create Client with RiskAdvisor API on New Database from Notion API
Notion + RiskAdvisor
 
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Create Client with RiskAdvisor API on New Page in Database from Notion API
Notion + RiskAdvisor
 
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Create Client with RiskAdvisor API on Page or Subpage Updated from Notion API
Notion + RiskAdvisor
 
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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 Database from the Notion API

Emit new event when a database is created. Note: Databases must be shared with your Pipedream Integtration to trigger event.

 
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New Page in Database from the Notion API

Emit new event when a page in a database is created

 
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Page or Subpage Updated from the Notion API

Emit new event when a page or one of its sub-pages is updated.

 
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Append Block to Parent with the Notion API

Creates and appends blocks to the specified parent. 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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Create Page with the Notion API

Creates a page from a parent page. The only valid property is title. 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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Create Page from Database with the Notion API

Creates a page from a database. See the docs

 
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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 Notion

Notion's API allows for the creation, reading, updating, and deleting of pages, databases, and their contents within Notion. Leveraging Pipedream's platform, you can build workflows that connect Notion with a myriad of other services to automate tasks such as content management, task tracking, and data synchronization. With Pipedream's serverless execution, you can trigger these workflows on a schedule, or by external events from other services, without managing any infrastructure.

Connect Notion

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import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    notion: {
      type: "app",
      app: "notion",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://api.notion.com/v1/users/me`,
      headers: {
        Authorization: `Bearer ${this.notion.$auth.oauth_access_token}`,
        "Notion-Version": `2021-08-16`,
      },
    })
  },
})