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 Klaviyo API

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

Add Member To List with Klaviyo API on New Earnings Event from White Swan API
White Swan + Klaviyo
 
Try it
Add Member To List with Klaviyo API on New Personal Plan from White Swan API
White Swan + Klaviyo
 
Try it
Create New List with Klaviyo API on New Earnings Event from White Swan API
White Swan + Klaviyo
 
Try it
Create New List with Klaviyo API on New Personal Plan from White Swan API
White Swan + Klaviyo
 
Try it
Get Lists with Klaviyo API on New Earnings Event from White Swan API
White Swan + Klaviyo
 
Try it
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.

 
Try it
New Personal Plan from the White Swan API

Emit new event when a customer creates a personal plan.

 
Try it
Create Pre-fill Info with the White Swan API

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

 
Try it
Add Member To List with the Klaviyo API

Add member to a specific list. See the docs here

 
Try it
Get Referred Clients Info with the White Swan API

Retrieves information about clients referred from the user's White Swan account. See the documentation

 
Try it
Create New List with the Klaviyo API

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

 
Try it
Get Lists with the Klaviyo API

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

 
Try it

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

1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
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 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

1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
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`,
      },
    })
  },
})