Create Pre-fill Info with White Swan API on New Channel Message from Microsoft Teams API

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Trigger workflow on

New Channel Message from the Microsoft Teams API

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Create Pre-fill Info with the White Swan API

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Getting Started#

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

Select this integration
Configure the New Channel Message trigger
1. Connect your Microsoft Teams account
2. Configure Polling interval
3. Select a Team
4. Select a Channel
Configure the Create Pre-fill Info action
1. Connect your White Swan account
2. Optional- Configure First Name
3. Optional- Configure Last Name
4. Optional- Configure Email
5. Optional- Configure Address
6. Optional- Configure Date of Birth
7. Optional- Select a Policy Type
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 Channel Message on Microsoft Teams

Description:Emit new event when a new message is posted in a channel

Version:0.0.6

Key:microsoft_teams-new-channel-message

View on GitHub

Microsoft Teams Overview#

The Microsoft Teams API on Pipedream allows you to automate tasks, streamline communication, and integrate with other services to enhance the functionality of Teams as a collaboration hub. With this API, you can send messages to channels, orchestrate complex workflows based on Teams events, and manage Teams' settings programmatically.

Trigger Code#

import base from "../common/base.mjs";

export default {
  ...base,
  key: "microsoft_teams-new-channel-message",
  name: "New Channel Message",
  description: "Emit new event when a new message is posted in a channel",
  version: "0.0.6",
  type: "source",
  dedupe: "unique",
  props: {
    ...base.props,
    team: {
      propDefinition: [
        base.props.microsoftTeams,
        "team",
      ],
    },
    channel: {
      propDefinition: [
        base.props.microsoftTeams,
        "channel",
        (c) => ({
          teamId: c.team,
        }),
      ],
    },
  },
  methods: {
    ...base.methods,
    async getResources(lastCreated) {
      return this.getNewPaginatedResources(
        this.microsoftTeams.listChannelMessages,
        {
          teamId: this.team,
          channelId: this.channel,
        },
        lastCreated,
      );
    },
    generateMeta(message) {
      return {
        id: message.id,
        summary: `New Message ${message.id}`,
        ts: Date.parse(message.createdDateTime),
      };
    },
  },
};

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
Microsoft Teams	`microsoftTeams`	`app`	This component uses the Microsoft Teams app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
Polling interval	`timer`	`$.interface.timer`	Pipedream will poll the YouTube API on this schedule
Team	`team`	`string`	Select a value from the drop down menu.
Channel	`channel`	`string`	Select a value from the drop down menu.

Trigger Authentication#

Microsoft Teams uses OAuth authentication. When you connect your Microsoft Teams account, Pipedream will open a popup window where you can sign into Microsoft Teams and grant Pipedream permission to connect to your account. Pipedream securely stores and automatically refreshes the OAuth tokens so you can easily authenticate any Microsoft Teams API.

Pipedream requests the following authorization scopes when you connect your account:

User.Reademailoffline_accessopenidprofileChat.ReadChat.ReadWriteChatMessage.SendChannel.ReadBasic.AllChannelMessage.SendTeam.ReadBasic.AllSchedule.Read.All

About Microsoft Teams#

Microsoft Teams has communities, events, chats, channels, meetings, storage, tasks, and calendars in one place.

Action#

Create Pre-fill Info on White Swan

Description:Imports client data for pre-filling applications to enrich the user experience. [See the documentation](https://docs.whiteswan.io/partner-knowledge-base/api-documentation/action-calls/create-pre-fill-information)

Version:0.0.1

Key:white_swan-create-pre-fill-info

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.

Action Code#

import whiteSwan from "../../white_swan.app.mjs";
import constants from "../../common/constants.mjs";
import utils from "../../common/utils.mjs";

export default {
  key: "white_swan-create-pre-fill-info",
  name: "Create Pre-fill Info",
  description: "Imports client data for pre-filling applications to enrich the user experience. [See the documentation](https://docs.whiteswan.io/partner-knowledge-base/api-documentation/action-calls/create-pre-fill-information)",
  version: "0.0.1",
  type: "action",
  props: {
    whiteSwan,
    firstName: {
      type: "string",
      label: "First Name",
      description: "The first name of the intended insured person.",
      optional: true,
    },
    lastName: {
      type: "string",
      label: "Last Name",
      description: "The last name of the intended insured person.",
      optional: true,
    },
    email: {
      type: "string",
      label: "Email",
      description: "The email of the applicant.",
      optional: true,
    },
    address: {
      type: "string",
      label: "Address",
      description: "The current address of the intended insured person.",
      optional: true,
    },
    dateOfBirth: {
      type: "string",
      label: "Date of Birth",
      description: "The date of birth of the intended insured person in ISO 8601 format.",
      optional: true,
    },
    policyType: {
      type: "string",
      label: "Policy Type",
      description: "The policy type of this policy.",
      optional: true,
      options: constants.POLICY_TYPE,
    },
  },
  async run({ $ }) {
    const response = await this.whiteSwan.importClientData({
      $,
      data: {
        first_name: this.firstName,
        last_name: this.lastName,
        email: this.email,
        address: this.address,
        date_of_birth: this.dateOfBirth
          ? utils.convertISOToCustomFormat(this.dateOfBirth)
          : undefined,
        policy_type: this.policyType,
      },
    });
    $.export("$summary", "Successfully imported client data for pre-filling applications");
    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
White Swan	`whiteSwan`	`app`	This component uses the White Swan app.
First Name	`firstName`	`string`	The first name of the intended insured person.
Last Name	`lastName`	`string`	The last name of the intended insured person.
Email	`email`	`string`	The email of the applicant.
Address	`address`	`string`	The current address of the intended insured person.
Date of Birth	`dateOfBirth`	`string`	The date of birth of the intended insured person in ISO 8601 format.
Policy Type	`policyType`	`string`	Select a value from the drop down menu:`Variable Universal LifeIndexed Universal LifeWhole LifeTerm LifeGuaranteed Universal LifePrivate Placement Life`

Create Pre-fill Info with White Swan API on New Channel Message from Microsoft Teams API

Pipedream makes it easy to connect APIs for White Swan, Microsoft Teams and 2,000+ other apps remarkably fast.

Trusted by 800,000+ developers from startups to Fortune 500 companies

Developers ♥ Pipedream

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