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 Salesforce (REST API) API
Setup the White Swan API trigger to run a workflow which integrates with the Salesforce (REST API) API. Pipedream's integration platform allows you to integrate White Swan and Salesforce (REST API) remarkably fast. Free for developers.
Popular Ways to Connect White Swan with Salesforce (REST API)#
Popular White Swan and Salesforce (REST API) Triggers#
Emit new event when a new earnings event is created for your account, such as credits from client referrals or partner payouts.
Emit new event immediately after a record of arbitrary object type (selected as an input parameter by the user) is deleted
Emit new event (at regular intervals) when a record of arbitrary object type (selected as an input parameter by the user) is deleted. See the docs for more information.
Emit new event when a new outbound message is received in Salesforce. See Salesforce's guide on setting up Outbound Messaging. Set the Outbound Message's Endpoint URL to the endpoint of the created source. The "Send Session ID" option must be enabled for validating outbound messages from Salesforce.
Popular White Swan and Salesforce (REST API) Actions#
Imports client data for pre-filling applications to enrich the user experience. See the documentation
Adds an existing contact to an existing campaign. See Event SObject and Create Record
Retrieves information about clients referred from the user's White Swan account. See the documentation
Adds an existing lead to an existing campaign. See Event SObject and Create Record
Converts a SOAP XML Object received from Salesforce to JSON
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#
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 Salesforce (REST API)#
The Salesforce (REST API) provides a powerful platform for creating and managing customer relationships with a wide array of features like data manipulation, querying, and complex automation. With Pipedream's serverless execution, you can create workflows that automate your sales processes, sync data with other platforms, enhance customer engagement, and trigger actions based on specific events. Dive into Salesforce data, streamline lead management, track customer interactions, and push or pull data to or from Salesforce seamlessly.
Connect Salesforce (REST API)#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
salesforce_rest_api: {
type: "app",
app: "salesforce_rest_api",
}
},
async run({steps, $}) {
return await axios($, {
url: `${this.salesforce_rest_api.$auth.instancetype}/services/oauth2/userinfo`,
headers: {
Authorization: `Bearer ${this.salesforce_rest_api.$auth.oauth_access_token}`,
},
})
},
})