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 Zendesk API

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

Create Pre-fill Info with White Swan API on New Ticket (Instant) from Zendesk API
Zendesk + White Swan
 
Try it
Create Pre-fill Info with White Swan API on New Ticket Added to View (Instant) from Zendesk API
Zendesk + White Swan
 
Try it
Create Pre-fill Info with White Swan API on Ticket Closed (Instant) from Zendesk API
Zendesk + White Swan
 
Try it
Create Pre-fill Info with White Swan API on Ticket Pending (Instant) from Zendesk API
Zendesk + White Swan
 
Try it
Create Pre-fill Info with White Swan API on Ticket Solved (Instant) from Zendesk API
Zendesk + White Swan
 
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 Ticket (Instant) from the Zendesk API

Emit new event when a ticket is created

 
Try it
New Personal Plan from the White Swan API

Emit new event when a customer creates a personal plan.

 
Try it
New Ticket Added to View (Instant) from the Zendesk API

Emit new event when a ticket is added to the specified view

 
Try it
Ticket Closed (Instant) from the Zendesk API

Emit new event when a ticket has changed to closed status

 
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
Create Ticket with the Zendesk API

Creates a ticket. See the documentation.

 
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
Delete Ticket with the Zendesk API

Deletes a ticket. See the documentation.

 
Try it
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

 
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 Zendesk

The Zendesk API enables seamless integration of Zendesk's customer service platform with your existing business processes and third-party applications. By leveraging this API with Pipedream, you can automate ticket tracking, sync customer data, escalate issues, and streamline communication across multiple channels. This can significantly increase efficiency, accelerate response times, and enhance the overall customer experience. Automations can range from simple notifications to complex workflows involving data transformation and multi-step actions across various services.

Connect Zendesk

1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    zendesk: {
      type: "app",
      app: "zendesk",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://${this.zendesk.$auth.subdomain}.zendesk.com/api/v2/users/me/`,
      headers: {
        Authorization: `Bearer ${this.zendesk.$auth.oauth_access_token}`,
      },
    })
  },
})