Create New List with Klaviyo API on New Earnings Event from White Swan API

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New Earnings Event from the White Swan API

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Create New List with the Klaviyo API

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Getting Started#

This integration creates a workflow with a White Swan trigger and Klaviyo action. When you configure and deploy the workflow, it will run on Pipedream's servers 24x7 for free.

Select this integration
Configure the New Earnings Event trigger
1. Connect your White Swan account
2. Configure timer
Configure the Create New List action
1. Connect your Klaviyo account
2. Configure List Name
Deploy the workflow
Send a test event to validate your setup
Turn on the trigger

Details#

This integration uses pre-built, source-available components from Pipedream's GitHub repo. These components are developed by Pipedream and the community, and verified and maintained by Pipedream.

To contribute an update to an existing component or create a new component, create a PR on GitHub. If you're new to Pipedream component development, you can start with quickstarts for trigger span and action development, and then review the component API reference.

Trigger#

New Earnings Event on White Swan

Description:Emit new event when a new earnings event is created for your account, such as credits from client referrals or partner payouts.

Version:0.0.1

Key:white_swan-new-earnings-event

View on GitHub

White Swan Overview#

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.

Trigger Code#

import common from "../common/base-polling.mjs";
import md5 from "md5";

export default {
  ...common,
  key: "white_swan-new-earnings-event",
  name: "New Earnings Event",
  description: "Emit new event when a new earnings event is created for your account, such as credits from client referrals or partner payouts.",
  version: "0.0.1",
  type: "source",
  dedupe: "unique",
  methods: {
    ...common.methods,
    getResourceFn() {
      return this.whiteSwan.listEarningsEvents;
    },
    getItemKey(event) {
      return md5(JSON.stringify(event));
    },
    generateMeta(event) {
      const id = this.getItemKey(event);
      return {
        id,
        summary: `New Earnings Event - ${event.event_name}`,
        ts: Date.now(),
      };
    },
  },
};

Trigger Configuration#

This component may be configured based on the props defined in the component code. Pipedream automatically prompts for input values in the UI and CLI.

Label	Prop	Type	Description
White Swan	`whiteSwan`	`app`	This component uses the White Swan app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
	`timer`	`$.interface.timer`

Trigger Authentication#

White Swan uses API keys for authentication. When you connect your White Swan account, Pipedream securely stores the keys so you can easily authenticate to White Swan APIs in both code and no-code steps.

About 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.

Action#

Create New List on Klaviyo

Description:Creates a new list in an account. [See the docs here](https://developers.klaviyo.com/en/v1-2/reference/create-list)

Version:0.0.1

Key:klaviyo-create-new-list

View on GitHub

Klaviyo Overview#

The Klaviyo API grants you the power to automate and personalize your email marketing efforts. With it, you can manage lists, profiles, and campaigns, track event-driven communications, and analyze the results. By leveraging this API on Pipedream, you can create intricate, automated workflows that respond in real-time to your users' behavior, sync data across multiple platforms, and tailor your marketing strategies to improve engagement and conversion rates.

Action Code#

import klaviyo from "../../klaviyo.app.mjs";

export default {
  key: "klaviyo-create-new-list",
  name: "Create New List",
  description: "Creates a new list in an account. [See the docs here](https://developers.klaviyo.com/en/v1-2/reference/create-list)",
  version: "0.0.1",
  type: "action",
  props: {
    klaviyo,
    listName: {
      propDefinition: [
        klaviyo,
        "listName",
      ],
    },
  },
  methods: {
    getSummary() {
      return `"${this.listName}" successfully created!`;
    },
  },
  async run({ $ }) {
    const { listName } = this;
    const response = await this.klaviyo.newList({
      listName,
    });

    $.export("$summary", response || this.getSummary(response));
    return response;
  },
};

Action Configuration#

This component may be configured based on the props defined in the component code. Pipedream automatically prompts for input values in the UI.

Label	Prop	Type	Description
Klaviyo	`klaviyo`	`app`	This component uses the Klaviyo app.
List Name	`listName`	`string`	The name of the new list.

Action Authentication#

Klaviyo uses API keys for authentication. When you connect your Klaviyo account, Pipedream securely stores the keys so you can easily authenticate to Klaviyo APIs in both code and no-code steps.

Private API Keys are available in Settings > API keys.
Read more about how Klaviyo private keys work in their docs.

About Klaviyo#

Email Marketing and SMS Marketing Platform

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Popular Triggers#

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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Popular Actions#

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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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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Add Member To List with the Klaviyo API

Add member to a specific list. See the docs here

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Create New List with the Klaviyo API

Creates a new list in an account. See the docs here

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