Update Client with RiskAdvisor API on New Row from PostgreSQL API

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Trigger workflow on

New Row from the PostgreSQL API

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Update Client with the RiskAdvisor API

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Getting Started#

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

Select this integration
Configure the New Row trigger
1. Connect your PostgreSQL account
2. Configure Polling Interval
3. Select a Schema
4. Select a Table
5. Optional- Select a Column
Configure the Update Client action
1. Connect your RiskAdvisor account
2. Select a Client
3. Optional- Configure First Name
4. Optional- Configure Last Name
5. Optional- Configure Phone Number
6. Optional- Configure Email
7. Optional- Configure Middle Name
8. Optional- Configure Suffix
9. Optional- Configure Date of Birth
10. Optional- Configure Contact Preference
11. Optional- Configure Gender
12. Optional- Configure Education
13. Optional- Configure Occupation
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 Row on PostgreSQL

Description:Emit new event when a new row is added to a table. [See the documentation](https://node-postgres.com/features/queries)

Version:3.0.8

Key:postgresql-new-row

View on GitHub

PostgreSQL Overview#

On Pipedream, you can leverage the PostgreSQL app to create workflows that automate database operations, synchronize data across platforms, and react to database events in real-time. Think handling new row entries, updating records from webhooks, or even compiling reports on a set schedule. Pipedream's serverless platform provides a powerful way to connect PostgreSQL with a variety of apps, enabling you to create tailored automation that fits your specific needs.

Trigger Code#

import common from "../common.mjs"; export default { ...common, name: "New Row", key: "postgresql-new-row", description: "Emit new event when a new row is added to a table. [See the documentation](https://node-postgres.com/features/queries)", version: "3.0.8", type: "source", dedupe: "unique", props: { ...common.props, schema: { propDefinition: [ common.props.postgresql, "schema", ], }, table: { propDefinition: [ common.props.postgresql, "table", (c) => ({ schema: c.schema, }), ], }, column: { propDefinition: [ common.props.postgresql, "column", (c) => ({ schema: c.schema, table: c.table, }), ], description: "An ID or timestamp column where new rows will always contain larger values than the previous row. Defaults to the table's primary key.", optional: true, }, }, hooks: { /** If column prop is left blank, get the table's primary key to use * for ordering and deduping. */ async deploy() { const column = this.column ? this.column : await this.postgresql.getPrimaryKey(this.table, this.schema); const isColumnUnique = await this.isColumnUnique(this.schema, this.table, column); if (!isColumnUnique) { throw new Error("The column selected contains duplicate values. Column must be unique"); } this._setColumn(column); await this.initialRows(this.schema, this.table, column); }, }, methods: { ...common.methods, _getColumn() { return this.db.get("column"); }, _setColumn(column) { this.db.set("column", column); }, generateMeta(row, column) { return { id: row[column], summary: "New Row Added", ts: Date.now(), }; }, }, async run() { const column = this._getColumn(); await this.newRows(this.schema, this.table, column); }, };

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
PostgreSQL	`postgresql`	`app`	This component uses the PostgreSQL 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 API on this schedule
Schema	`schema`	`string`	Select a value from the drop down menu.
Table	`table`	`string`	Select a value from the drop down menu.
Column	`column`	`string`	Select a value from the drop down menu.

Trigger Authentication#

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

Connecting to Restricted Databases

Either enable the shared static IP for this account below, or configure a VPC to deploy any workflow in your workspace to a private network with a dedicated static IP. Learn more in our docs

SSL Setup

Configure SSL on your PostgreSQL database by providing the CA (Certificate Authority), and choosing between Full Verification, Verify Certificate Authority (CA), or Skip Verification. Skipping verification is not recommended as this has serious security implications

About PostgreSQL#

PostgreSQL is a free and open-source relational database management system emphasizing extensibility and SQL compliance.

Action#

Update Client on RiskAdvisor

Description:Updates an existing in RiskAdvisor. [See the documentation](https://api.riskadvisor.insure/clients#update-a-client)

Version:0.0.2

Key:riskadvisor-update-client

View on GitHub

RiskAdvisor Overview#

The RiskAdvisor API offers a way to integrate insurance advisory services into your applications seamlessly. By leveraging this API within Pipedream, you can automate the process of obtaining insurance quotes, processing claims, and providing personalized insurance advice. Pipedream's serverless execution environment allows you to create workflows that react to various triggers (such as webhooks, emails, or schedules) and interact with the RiskAdvisor API to carry out tasks without manual intervention. This can streamline operations for insurance agencies, fintech apps, or any business that needs to integrate insurance-related services.

Action Code#

import riskadvisor from "../../riskadvisor.app.mjs"; import lodash from "lodash"; export default { key: "riskadvisor-update-client", name: "Update Client", description: "Updates an existing in RiskAdvisor. [See the documentation](https://api.riskadvisor.insure/clients#update-a-client)", version: "0.0.2", annotations: { destructiveHint: true, openWorldHint: true, readOnlyHint: false, }, type: "action", props: { riskadvisor, clientId: { propDefinition: [ riskadvisor, "clientId", ], }, firstName: { propDefinition: [ riskadvisor, "firstName", ], optional: true, }, lastName: { propDefinition: [ riskadvisor, "lastName", ], optional: true, }, phoneNumber: { propDefinition: [ riskadvisor, "phoneNumber", ], optional: true, }, email: { propDefinition: [ riskadvisor, "email", ], optional: true, }, middleName: { propDefinition: [ riskadvisor, "middleName", ], }, suffix: { propDefinition: [ riskadvisor, "suffix", ], }, dateOfBirth: { propDefinition: [ riskadvisor, "dateOfBirth", ], }, contactPreference: { propDefinition: [ riskadvisor, "contactPreference", ], }, gender: { propDefinition: [ riskadvisor, "gender", ], }, education: { propDefinition: [ riskadvisor, "education", ], }, occupation: { propDefinition: [ riskadvisor, "occupation", ], }, }, methods: { // getClient endpoint "/api/clients/:id" not yet implemented in the RiskAdvisor API // todo: update to use getClient endpoint when implemented async getClient(clientId) { const clients = this.riskadvisor.paginate({ resourceFn: this.riskadvisor.listClients, }); for await (const client of clients) { if (client.id === clientId) { return client; } } }, }, async run({ $ }) { const client = await this.getClient(this.clientId); const response = await this.riskadvisor.updateClient({ clientId: this.clientId, data: lodash.pickBy({ first_name: this.firstName || client.first_name, last_name: this.lastName || client.last_name, phone_number: this.phoneNumber || client.phone_number, email: this.email || client.email, middle_name: this.middleName, suffix: this.suffix, date_of_birth: this.dateOfBirth, contact_preference: this.contactPreference, gender: this.gender, education: this.education, occupation: this.occupation, }), $, }); if (response?.id) { $.export("$summary", `Successfully updated client with ID ${response.id}.`); } 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
RiskAdvisor	`riskadvisor`	`app`	This component uses the RiskAdvisor app.
Client	`clientId`	`integer`	Select a value from the drop down menu.
First Name	`firstName`	`string`	The first name of the client.
Last Name	`lastName`	`string`	The last name of the client.
Phone Number	`phoneNumber`	`string`	The phone number for the client.
Email	`email`	`string`	The email address of the client.
Middle Name	`middleName`	`string`	The middle name of the client.
Suffix	`suffix`	`string`	The suffix of the client.
Date of Birth	`dateOfBirth`	`string`	The date of birth of the client.
Contact Preference	`contactPreference`	`string`	The client's preferred contact method (i.e. phone or email).
Gender	`gender`	`string`	The client's gender.
Education	`education`	`string`	The client's education level.
Occupation	`occupation`	`string`	The client's occupation.