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 Microsoft Teams API

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

Create Channel with Microsoft Teams API on New Earnings Event from White Swan API
White Swan + Microsoft Teams
 
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Create Channel with Microsoft Teams API on New Personal Plan from White Swan API
White Swan + Microsoft Teams
 
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Create Pre-fill Info with White Swan API on New Channel from Microsoft Teams API
Microsoft Teams + White Swan
 
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Create Pre-fill Info with White Swan API on New Channel Message from Microsoft Teams API
Microsoft Teams + White Swan
 
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Create Pre-fill Info with White Swan API on New Chat from Microsoft Teams API
Microsoft Teams + White Swan
 
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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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New Personal Plan from the White Swan API

Emit new event when a customer creates a personal plan.

 
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New Channel from the Microsoft Teams API

Emit new event when a new channel is created within a team

 
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New Channel Message from the Microsoft Teams API

Emit new event when a new message is posted in a channel

 
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New Chat from the Microsoft Teams API

Emit new event when a new chat is created

 
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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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Create Channel with the Microsoft Teams API

Create a new channel in Microsoft Teams. See the docs here

 
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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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List Channels with the Microsoft Teams API

Lists all channels in a Microsoft Team. See the docs here

 
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List Shifts with the Microsoft Teams API

Get the list of shift instances for a team. 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 Microsoft Teams

The Microsoft Teams API on Pipedream allows you to automate tasks, streamline communication, and integrate with other services to enhance the functionality of Teams as a collaboration hub. With this API, you can send messages to channels, orchestrate complex workflows based on Teams events, and manage Teams' settings programmatically.

Connect Microsoft Teams

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import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    microsoft_teams: {
      type: "app",
      app: "microsoft_teams",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://graph.microsoft.com/v1.0/me`,
      headers: {
        Authorization: `Bearer ${this.microsoft_teams.$auth.oauth_access_token}`,
      },
    })
  },
})