Run Python Code with Python API on New Personal Plan from White Swan API

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

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New Personal Plan from the White Swan API

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Run Python Code with the Python API

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Getting Started#

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

Select this integration
Configure the New Personal Plan trigger
1. Connect your White Swan account
2. Configure timer
Configure the Run Python Code action
1. Connect your Python account
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 Personal Plan on White Swan

Description:Emit new event when a customer creates a personal plan.

Version:0.0.1

Key:white_swan-new-personal-plan

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";

export default {
  ...common,
  key: "white_swan-new-personal-plan",
  name: "New Personal Plan",
  description: "Emit new event when a customer creates a personal plan.",
  version: "0.0.1",
  type: "source",
  dedupe: "unique",
  methods: {
    ...common.methods,
    getResourceFn() {
      return this.whiteSwan.listPersonalPlans;
    },
    getItemKey(plan) {
      return plan.plan_id;
    },
    generateMeta(plan) {
      return {
        id: plan.plan_id,
        summary: `New Plan ${plan.plan_id}`,
        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#

Run Python Code on Python

Description:Write Python and use any of the 350k+ PyPi packages available. Refer to the [Pipedream Python docs](https://pipedream.com/docs/code/python) to learn more.

Version:0.0.2

Key:python-run-python-code

View on GitHub

Python Overview#

Develop, run and deploy your Python code in Pipedream workflows. Integrate seamlessly between no-code steps, with connected accounts, or integrate Data Stores and manipulate files within a workflow.

This includes installing PyPI packages, within your code without having to manage a requirements.txt file or running pip.

Below is an example of using Python to access data from the trigger of the workflow, and sharing it with subsequent workflow steps:

Action Code#

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

export default {
  name: "Run Python Code",
  version: "0.0.2",
  key: "python-run-python-code",
  description: "Write Python and use any of the 350k+ PyPi packages available. Refer to the [Pipedream Python docs](https://pipedream.com/docs/code/python) to learn more.",
  props: {
    python,
  },
  type: "action",
  methods: {},
  async run({
    steps, $,
  }) {
    // Placeholder action for Python code app
  },
};

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
Python	`python`	`app`	This component uses the Python app.

Action Authentication#

The Python API does not require authentication.

About Python#

Anything you can do in Python can be done in a Pipedream Workflow. This includes using any of the 350,000+ PyPi packages available in your Python powered workflows.

More Ways to Connect Python + White Swan#

Other Popular Integrations#

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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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Run Python Code with the Python API

Write Python and use any of the 350k+ PyPi packages available. Refer to the Pipedream Python docs to learn more.

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