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 Slack API

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

Create Pre-fill Info with White Swan API on New Message In Channels (Instant) from Slack API
Slack + White Swan
 
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Get Referred Clients Info with White Swan API on New Message In Channels (Instant) from Slack API
Slack + White Swan
 
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Submit Complete Plan Request with White Swan API on New Message In Channels (Instant) from Slack API
Slack + White Swan
 
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Send Message to a Public Channel with Slack API on New Earnings Event from White Swan API
White Swan + Slack
 
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Send Message to a Public Channel with Slack API on New Personal Plan from White Swan API
White Swan + Slack
 
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New Message In Channels (Instant) from the Slack API

Emit new event when a new message is posted to one or more channels

 
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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 Created (Instant) from the Slack API

Emit new event when a new channel is created.

 
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New Direct Message (Instant) from the Slack API

Emit new event when a message was posted in a direct message channel

 
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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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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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Send Message to a Public Channel with the Slack API

Send a message to a public channel and customize the name and avatar of the bot that posts the message. See postMessage or scheduleMessage docs here

 
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Send Message to a Private Channel with the Slack API

Send a message to a private channel and customize the name and avatar of the bot that posts the message. See postMessage or scheduleMessage docs here

 
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Send a Direct Message with the Slack API

Send a direct message to a single user. See postMessage or scheduleMessage docs here

 
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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 Slack

The Pipedream Slack app enables you to build event-driven workflows that interact with the Slack API. Once you authorize the Pipedream app's access to your workspace, you can use Pipedream workflows to perform common Slack actions or write your own code against the Slack API.

The Pipedream Slack app is not a typical app. You don't interact with it directly as a bot, and it doesn't add custom functionality to your workspace out of the box. It makes it easier to automate anything you'd typically use the Slack API for, using Pipedream workflows.

  • Automate posting updates to your team channels
  • Create a bot to answer common questions
  • Integrate with your existing tools and services
  • And much more!

Connect Slack

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import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    slack: {
      type: "app",
      app: "slack",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://slack.com/api/users.profile.get`,
      headers: {
        Authorization: `Bearer ${this.slack.$auth.oauth_access_token}`,
      },
    })
  },
})
Save Zoom Cloud Recordings to Google Drive and Share on Slack
Save Zoom Cloud Recordings to Google Drive and Share on Slack
Save Zoom Cloud Recordings to Google Drive and Share on Slack.
Run a Pipedream workflow on PagerDuty on-call rotations
Run a Pipedream workflow on PagerDuty on-call rotations
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