White Swan

White Swan’s digital platform and expert advisors makes it easy to get your clients any type of life insurance solution with the highest best-interest standards and most convenient experience.

Integrate the White Swan API with the HubSpot API

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

Add Contact to List with HubSpot API on New Earnings Event from White Swan API
White Swan + HubSpot
 
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Add Contact to List with HubSpot API on New Personal Plan from White Swan API
White Swan + HubSpot
 
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Batch Create or Update Contact with HubSpot API on New Earnings Event from White Swan API
White Swan + HubSpot
 
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Batch Create or Update Contact with HubSpot API on New Personal Plan from White Swan API
White Swan + HubSpot
 
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Create Associations with HubSpot API on New Earnings Event from White Swan API
White Swan + HubSpot
 
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New Earnings Event from the White Swan API

Emit new event when a new earnings event is created for your account, such as credits from client referrals or partner payouts.

 
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Company Updated from the HubSpot API

Emit new event each time a company is updated.

 
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New Personal Plan from the White Swan API

Emit new event when a customer creates a personal plan.

 
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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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Create Pre-fill Info with the White Swan API

Imports client data for pre-filling applications to enrich the user experience. See the documentation

 
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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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Get Referred Clients Info with the White Swan API

Retrieves information about clients referred from the user's White Swan account. 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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Submit Complete Plan Request with the White Swan API

Creates a new comprehensive quote request based on the information provided and generates the final quotation without further data requirements. See the documentation

 
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Overview of White Swan

The White Swan API provides predictive analytics for mitigating risks in financial portfolios using artificial intelligence. By leveraging the White Swan API in Pipedream, you can automate the process of gathering insights, monitoring market conditions, and integrating advanced risk analysis into your existing financial systems. With Pipedream's serverless platform, you can construct workflows to react in real-time to data from White Swan, send alerts, and even automate trades or adjustments based on risk thresholds or predictive signals.

Connect White Swan

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import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    white_swan: {
      type: "app",
      app: "white_swan",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      method: "post",
      url: `https://app.whiteswan.io/api/1.1/wf/plan_requests`,
      headers: {
        Authorization: `Bearer ${this.white_swan.$auth.api_key}`,
        "Accept": `application/json`,
        "Content-Type": `application/json`,
      },
    })
  },
})

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}`,
      },
    })
  },
})