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 Snowflake API

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

Create Pre-fill Info with White Swan API on New Row from Snowflake API
Snowflake + White Swan
 
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Get Referred Clients Info with White Swan API on New Row from Snowflake API
Snowflake + White Swan
 
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Submit Complete Plan Request with White Swan API on New Row from Snowflake API
Snowflake + White Swan
 
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Create Pre-fill Info with White Swan API on New Query Results from Snowflake API
Snowflake + White Swan
 
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Get Referred Clients Info with White Swan API on New Query Results from Snowflake API
Snowflake + White Swan
 
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New Row from the Snowflake API

Emit new event when a row is added to a table

 
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New Query Results from the Snowflake API

Run a SQL query on a schedule, triggering a workflow for each row of results

 
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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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Failed Task in Schema from the Snowflake API

Emit new events when a task fails in a database schema

 
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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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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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Insert Multiple Rows with the Snowflake API

Insert multiple rows into a table

 
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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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Insert Single Row with the Snowflake API

Insert a row into a table

 
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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 Snowflake

Snowflake offers a cloud database and related tools to help developers create robust, secure, and scalable data warehouses. See Snowflake's Key Concepts & Architecture.

Getting Started

1. Create a user, role and warehouse in Snowflake

Snowflake recommends you create a new user, role, and warehouse when you integrate a third-party tool like Pipedream. This way, you can control permissions via the user / role, and separate Pipedream compute and costs with the warehouse. You can do this directly in the Snowflake UI.

We recommend you create a read-only account if you only need to query Snowflake. If you need to insert data into Snowflake, add permissions on the appropriate objects after you create your user.

2. Enter those details in Pipedream

Visit https://pipedream.com/accounts. Click the button to Connect an App. Enter the required Snowflake account data.

You'll only need to connect your account once in Pipedream. You can connect this account to multiple workflows to run queries against Snowflake, insert data, and more.

3. Build your first workflow

Visit https://pipedream.com/new to build your first workflow. Pipedream workflows let you connect Snowflake with 1,000+ other apps. You can trigger workflows on Snowflake queries, sending results to Slack, Google Sheets, or any app that exposes an API. Or you can accept data from another app, transform it with Python, Node.js, Go or Bash code, and insert it into Snowflake.

Learn more at Pipedream University.

Connect Snowflake

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import { promisify } from 'util'
import snowflake from 'snowflake-sdk'

export default defineComponent({
  props: {
    snowflake: {
      type: "app",
      app: "snowflake",
    }
  },
  async run({steps, $}) {
    const connection = snowflake.createConnection({
      ...this.snowflake.$auth,
      application: "PIPEDREAM_PIPEDREAM",
    })
    const connectAsync = promisify(connection.connect)
    await connectAsync()
    
    async function connExecuteAsync(options) {
      return new Promise((resolve, reject) => {
        connection.execute({
          ...options,
          complete: function(err, stmt, rows) {
            if (err) {
              reject(err)
            } else {
              resolve({stmt, rows})
            }
          }
        })
      })
    }
    
    // See https://docs.snowflake.com/en/user-guide/nodejs-driver-use.html#executing-statements
    const { rows } = await connExecuteAsync({
      sqlText: `SELECT CURRENT_TIMESTAMP()`,
    })
    return rows
  },
})