← Stripe + White Swan integrations

Create Pre-fill Info with White Swan API on New Custom Webhook Events from Stripe API

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Trigger workflow on
New Custom Webhook Events from the Stripe 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 Stripe trigger and White Swan action. When you configure and deploy the workflow, it will run on Pipedream's servers 24x7 for free.

  1. Select this integration
  2. Configure the New Custom Webhook Events trigger
    1. Connect your Stripe account
    2. Select one or more Events
  3. 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
  4. Deploy the workflow
  5. Send a test event to validate your setup
  6. 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

Description:Emit new event on each webhook event
Version:0.1.1
Key:stripe-custom-webhook-events

Stripe Overview

The Stripe API is a powerful tool for managing online payments, subscriptions, and invoices. With Pipedream, you can leverage this API to automate payment processing, monitor transactions, and sync billing data with other services. Pipedream's no-code platform allows for quick integration and creation of serverless workflows that react to Stripe events in real-time. For instance, you might automatically update customer records, send personalized emails after successful payments, or escalate failed transactions to your support team.

Trigger Code

import constants from "../common/constants.mjs";
import sampleEmit from "./test-event.mjs";
import common from "../common/webhook-base.mjs";

export default {
  ...common,
  key: "stripe-custom-webhook-events",
  name: "New Custom Webhook Events",
  type: "source",
  version: "0.1.1",
  description: "Emit new event on each webhook event",
  props: {
    ...common.props,
    enabledEvents: {
      type: "string[]",
      label: "Events",
      description: "Events to listen for. Select `*` for all events",
      options: constants.WEBHOOK_EVENTS,
      default: [
        "*",
      ],
    },
  },
  methods: {
    ...common.methods,
    getEvents() {
      return this.enabledEvents;
    },
  },
  sampleEmit,
};

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.
LabelPropTypeDescription
StripestripeappThis component uses the Stripe app.
N/Ahttp$.interface.httpThis component uses $.interface.http to generate a unique URL when the component is first instantiated. Each request to the URL will trigger the run() method of the component.
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.
EventsenabledEventsstring[]Select a value from the drop down menu:*account.application.authorizedaccount.application.deauthorizedaccount.external_account.createdaccount.external_account.deletedaccount.external_account.updatedaccount.updatedapplication_fee.createdapplication_fee.refund.updatedapplication_fee.refundedbalance.availablecapability.updatedcharge.capturedcharge.dispute.closedcharge.dispute.createdcharge.dispute.funds_reinstatedcharge.dispute.funds_withdrawncharge.dispute.updatedcharge.expiredcharge.failedcharge.pendingcharge.refund.updatedcharge.refundedcharge.succeededcharge.updatedcheckout.session.async_payment_failedcheckout.session.async_payment_succeededcheckout.session.completedcoupon.createdcoupon.deletedcoupon.updatedcredit_note.createdcredit_note.updatedcredit_note.voidedcustomer.createdcustomer.deletedcustomer.discount.createdcustomer.discount.deletedcustomer.discount.updatedcustomer.source.createdcustomer.source.deletedcustomer.source.expiringcustomer.source.updatedcustomer.subscription.createdcustomer.subscription.deletedcustomer.subscription.pending_update_appliedcustomer.subscription.pending_update_expiredcustomer.subscription.trial_will_endcustomer.subscription.updatedcustomer.tax_id.createdcustomer.tax_id.deletedcustomer.tax_id.updatedcustomer.updatedfile.createdinvoice.createdinvoice.deletedinvoice.finalizedinvoice.marked_uncollectibleinvoice.paidinvoice.payment_action_requiredinvoice.payment_failedinvoice.payment_succeededinvoice.sentinvoice.upcominginvoice.updatedinvoice.voidedinvoiceitem.createdinvoiceitem.deletedinvoiceitem.updatedissuing_authorization.createdissuing_authorization.requestissuing_authorization.updatedissuing_card.createdissuing_card.updatedissuing_cardholder.createdissuing_cardholder.updatedissuing_dispute.createdissuing_dispute.funds_reinstatedissuing_dispute.updatedissuing_transaction.createdissuing_transaction.updatedmandate.updatedorder.createdorder.payment_failedorder.payment_succeededorder.updatedorder_return.createdpayment_intent.amount_capturable_updatedpayment_intent.canceledpayment_intent.createdpayment_intent.payment_failedpayment_intent.processingpayment_intent.succeededpayment_method.attachedpayment_method.card_automatically_updatedpayment_method.detachedpayment_method.updatedpayout.canceledpayout.createdpayout.failedpayout.paidpayout.updatedperson.createdperson.deletedperson.updatedplan.createdplan.deletedplan.updatedprice.createdprice.deletedprice.updatedproduct.createdproduct.deletedproduct.updatedradar.early_fraud_warning.createdradar.early_fraud_warning.updatedrecipient.createdrecipient.deletedrecipient.updatedreporting.report_run.failedreporting.report_run.succeededreporting.report_type.updatedreview.closedreview.openedsetup_intent.canceledsetup_intent.createdsetup_intent.setup_failedsetup_intent.succeededsigma.scheduled_query_run.createdsku.createdsku.deletedsku.updatedsource.canceledsource.chargeablesource.failedsource.mandate_notificationsource.refund_attributes_requiredsource.transaction.createdsource.transaction.updatedsubscription_schedule.abortedsubscription_schedule.canceledsubscription_schedule.completedsubscription_schedule.createdsubscription_schedule.expiringsubscription_schedule.releasedsubscription_schedule.updatedtax_rate.createdtax_rate.updatedtopup.canceledtopup.createdtopup.failedtopup.reversedtopup.succeededtransfer.createdtransfer.failedtransfer.paidtransfer.reversedtransfer.updated

Trigger Authentication

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

Stripe uses API keys to authenticate requests (more info in their docs here).

To connect Pipedream to your Stripe account,

  1. Create a Stripe API key
  2. Click "Create Restricted Key"
  3. Enter the Restricted API key below.

To help ensure proper security, we recommend you create a Restricted key with scopes relevant to the specific operations you will use in Pipedream.

About Stripe

Stripe powers online and in-person payment processing and financial solutions for businesses of all sizes.

Action

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

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.

LabelPropTypeDescription
White SwanwhiteSwanappThis component uses the White Swan app.
First NamefirstNamestring

The first name of the intended insured person.

Last NamelastNamestring

The last name of the intended insured person.

Emailemailstring

The email of the applicant.

Addressaddressstring

The current address of the intended insured person.

Date of BirthdateOfBirthstring

The date of birth of the intended insured person in ISO 8601 format.

Policy TypepolicyTypestringSelect a value from the drop down menu:Variable Universal LifeIndexed Universal LifeWhole LifeTerm LifeGuaranteed Universal LifePrivate Placement Life

Action 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.

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