Submit Complete Plan Request with White Swan API on New Item in Feed from RSS API

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New Item in Feed from the RSS API

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Submit Complete Plan Request with the White Swan API

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Getting Started#

This integration creates a workflow with a RSS 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 Item in Feed trigger
1. Connect your RSS account
2. Configure timer
3. Configure Feed URL
4. Configure Published After
Configure the Submit Complete Plan Request action
1. Connect your White Swan account
2. Configure Name
3. Configure Email
4. Select a Policy Type
5. Select a Main Goal
6. Configure Resident State
7. Configure Death Benefit Needed
8. Select a Payment Schedule
9. Select a Gender
10. Configure Date of Birth
11. Select a Health Rating
12. Configure Uses Tobacco
13. Configure Insured Height in Feet
14. Configure Insured Height in Inches
15. Configure Insured Weight
16. Optional- Configure Pre-fill Info ID
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 Item in Feed on RSS

Description:Emit new items from an RSS feed

Version:1.2.6

Key:rss-new-item-in-feed

View on GitHub

RSS Overview#

The RSS app allows users to automatically fetch and parse updates from web feeds. This functionality is pivotal for staying abreast of content changes or updates from websites, blogs, and news outlets that offer RSS feeds. With Pipedream, you can harness the RSS API to trigger workflows that enable a broad range of automations, like content aggregation, monitoring for specific keywords, notifications, and data synchronization across platforms.

Trigger Code#

import rss from "../../app/rss.app.mjs";
import { defineSource } from "@pipedream/types";
import rssCommon from "../common/common.mjs";
export default defineSource({
    ...rssCommon,
    key: "rss-new-item-in-feed",
    name: "New Item in Feed",
    description: "Emit new items from an RSS feed",
    version: "1.2.6",
    type: "source",
    dedupe: "unique",
    props: {
        ...rssCommon.props,
        url: {
            propDefinition: [
                rss,
                "url",
            ],
        },
        publishedAfter: {
            type: "string",
            label: "Published After",
            description: "Emit items published after the specified date in ISO 8601 format .e.g `2022-12-07T12:57:10+07:00`",
            default: new Date(Date.now() - 24 * 60 * 60 * 1000).toISOString(), // default to one day ago
        },
    },
    hooks: {
        async activate() {
            // Try to parse the feed one time to confirm we can fetch and parse.
            // The code will throw any errors to the user.
            await this.rss.fetchAndParseFeed(this.url);
        },
    },
    methods: {
        ...rssCommon.methods,
        generateMeta: function (item) {
            return {
                id: this.rss.itemKey(item),
                summary: item.title,
                ts: Date.now(),
            };
        },
    },
    async run() {
        const items = await this.rss.fetchAndParseFeed(this.url);
        for (const item of items.reverse()) {
            const publishedAfter = +new Date(this.publishedAfter);
            const ts = this.rss.itemTs(item);
            if (Number.isNaN(publishedAfter) || publishedAfter > ts) {
                continue;
            }
            const meta = this.generateMeta(item);
            this.$emit(item, meta);
        }
    },
});

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
RSS	`rss`	`app`	This component uses the RSS app.
	`timer`	`$.interface.timer`	How often you want to poll the feed for new items
Feed URL	`url`	`string`	Enter the URL for any public RSS feed
Published After	`publishedAfter`	`string`	Emit items published after the specified date in ISO 8601 format .e.g `2022-12-07T12:57:10+07:00`

Trigger Authentication#

The RSS API does not require authentication.

About RSS#

Real Simple Syndication

Action#

Submit Complete Plan Request on White Swan

Description:Creates a new comprehensive quote request based on the information provided and generates the final quotation without further data requirements. [See the documentation](https://docs.whiteswan.io/partner-knowledge-base/api-documentation/action-calls/submit-complete-plan-request)

Version:0.0.1

Key:white_swan-submit-complete-plan-request

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-submit-complete-plan-request",
  name: "Submit Complete Plan Request",
  description: "Creates a new comprehensive quote request based on the information provided and generates the final quotation without further data requirements. [See the documentation](https://docs.whiteswan.io/partner-knowledge-base/api-documentation/action-calls/submit-complete-plan-request)",
  version: "0.0.1",
  type: "action",
  props: {
    whiteSwan,
    name: {
      type: "string",
      label: "Name",
      description: "The full name of the person who the request is made on behalf of.",
    },
    email: {
      type: "string",
      label: "Email",
      description: "The email of the person who the request is made on behalf of.",
    },
    policyType: {
      type: "string",
      label: "Policy Type",
      description: "The policy type that this request is made for.",
      options: constants.POLICY_TYPE,
    },
    mainGoal: {
      type: "string",
      label: "Main Goal",
      description: "The primary goal of this plan request, either Protection or Accumulation.",
      options: constants.MAIN_GOAL,
    },
    residentState: {
      type: "string",
      label: "Resident State",
      description: "The state in which the insured person is a resident. Example: `California`",
    },
    deathBenefitNeeded: {
      type: "integer",
      label: "Death Benefit Needed",
      description: "The amount of death benefit that is required for this plan. To opt for the lowest amount possible given a certain premium budget, use 0.",
      default: 0,
    },
    paymentSchedule: {
      type: "string",
      label: "Payment Schedule",
      description: "How often premiums should be paid on this plan.",
      options: constants.PAYMENT_SCHEDULE,
    },
    gender: {
      type: "string",
      label: "Gender",
      description: "Whether the intended insured person is Male or Female.",
      options: constants.GENDER,
    },
    dateOfBirth: {
      type: "string",
      label: "Date of Birth",
      description: "The date of birth of the intended insured person in ISO 8601 format.",
    },
    healthRating: {
      type: "string",
      label: "Health Rating",
      description: "How the insured person would rate their own general health.",
      options: constants.HEALTH_RATING,
    },
    usesTobacco: {
      type: "boolean",
      label: "Uses Tobacco",
      description: "Whether the intended insured person uses tobacco/nicotine products or not.",
    },
    insuredHeightFeet: {
      type: "integer",
      label: "Insured Height in Feet",
      description: "The height in feet of the intended insured person.",
    },
    insuredHeightInches: {
      type: "integer",
      label: "Insured Height in Inches",
      description: "The height in inches of the intended insured person.",
    },
    insuredWeight: {
      type: "integer",
      label: "Insured Weight",
      description: "The weight in pounds of the intended insured person.",
    },
    prefillInfoId: {
      type: "string",
      label: "Pre-fill Info ID",
      description: "If you have already created a pre-fill information you can pass its ID by using this parameter to associate that info with this request.",
      optional: true,
    },
  },
  async run({ $ }) {
    const response = await this.whiteSwan.createQuoteRequest({
      $,
      data: {
        name: this.name,
        email: this.email,
        policy_type: this.policyType,
        main_goal: this.mainGoal,
        resident_state: this.residentState,
        death_benefit: this.deathBenefitNeeded,
        payment_schedule: this.paymentSchedule,
        gender: this.gender,
        date_of_birth: utils.convertISOToCustomFormat(this.dateOfBirth),
        health_rating: this.healthRating,
        tobacco: this.usesTobacco,
        height_feet: this.insuredHeightFeet,
        height_inches: this.insuredHeightInches,
        weight_pounds: this.insuredWeight,
        contact_id: this.prefillInfoId,
      },
    });
    $.export("$summary", "Successfully submitted complete plan request");
    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.
Name	`name`	`string`	The full name of the person who the request is made on behalf of.
Email	`email`	`string`	The email of the person who the request is made on behalf of.
Policy Type	`policyType`	`string`	Select a value from the drop down menu:`Variable Universal LifeIndexed Universal LifeWhole LifeTerm LifeGuaranteed Universal LifePrivate Placement Life`
Main Goal	`mainGoal`	`string`	Select a value from the drop down menu:`AccumulationProtection`
Resident State	`residentState`	`string`	The state in which the insured person is a resident. Example: `California`
Death Benefit Needed	`deathBenefitNeeded`	`integer`	The amount of death benefit that is required for this plan. To opt for the lowest amount possible given a certain premium budget, use 0.
Payment Schedule	`paymentSchedule`	`string`	Select a value from the drop down menu:`MonthlyQuarterlyYearly`
Gender	`gender`	`string`	Select a value from the drop down menu:`MaleFemale`
Date of Birth	`dateOfBirth`	`string`	The date of birth of the intended insured person in ISO 8601 format.
Health Rating	`healthRating`	`string`	Select a value from the drop down menu:`AverageGoodExcellent`
Uses Tobacco	`usesTobacco`	`boolean`	Whether the intended insured person uses tobacco/nicotine products or not.
Insured Height in Feet	`insuredHeightFeet`	`integer`	The height in feet of the intended insured person.
Insured Height in Inches	`insuredHeightInches`	`integer`	The height in inches of the intended insured person.
Insured Weight	`insuredWeight`	`integer`	The weight in pounds of the intended insured person.
Pre-fill Info ID	`prefillInfoId`	`string`	If you have already created a pre-fill information you can pass its ID by using this parameter to associate that info with this request.

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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Popular Actions#

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