We are excited to announce the launch of our Zapier integration, enabling you to easily integrate White Swan with your other business applications.

Visit our Zapier landing page to get started or learn more by visiting our knowledge base.

What is Zapier?

Zapier is a no-code tool that allows you to connect different apps with each other and create automations and workflows between them, even with minimal technical knowledge. 

Zapier boasts an impressive list of connected apps like Salesforce, OpenAI, Quickbooks, and many more. See all applications with which you can integrate.

Zapier offers a free basic plan with the option to upgrade to more advanced, paid plans.

For the more technically inclined: it can be helpful to think of Zapier as a gateway for APIs which provides user-friendly interfaces and normalizes APIs to allow interconnectivity between a wide range of APIs, instead of requiring developers to build integrations with each app separately. 

What Can I Do with the Integration?

Our integration allows you to easily build automations with other apps based on events or data in your White Swan account and send data from other apps to customize and enhance the end-user experience.

While the possibilities are endless, we’ve compiled a few examples for integrating with CRMs, Accounting/Payroll, Marketing Platforms, Business Intelligence/Analytics Tools, and App/Website Builders. 

Within the examples above, we’ve also included templates to help you get up and running quickly with your automations.

Creating automations can even be done using ChatGPT, which you can learn more about here.

Zapier Basics - Triggers

Triggers in Zapier are based on events happening in your connected apps and can be used to start automations with data from that event.

Our integration features many triggers to empower you to build a variety of automations:

• New Plan Request Started
• Plan Request Finished
• New Personal Plan
• New Change Request
• New Application Started
• Application Finished
• New Plan Offered
• New Plan Delivered
• New Earnings Event

Zapier Basics - Create Actions

Create Actions in Zapier enables you to create things in connected apps and makes it possible to use data from triggers/search actions to create things dynamically.

Our integration features the following powerful create actions:

• Start Personal Plan Request - allows you to start customized plan requests which can be either embedded or linked out to. By providing specific information for certain questions, you can streamline the user experience, skipping some steps or packaging life insurance offerings in different ways.
• Submit Complete Plan Request - allows you to submit complete plan requests via Zapier, completely bypassing the plan request to create ultra-customized experiences that fit into your processes.
• Create Pre-Fill Information - allows you to leverage existing client data to pre-fill fields in the application, improving the application experience and saving time for the end-user.

Zapier Basics - Search Actions

Search Actions in Zapier enables you to fetch data from White Swan that you can use in other apps. These actions can be initiated by a trigger or on a recurring schedule.

Our integration features the following search actions:

• Plan Request(s) - allows you to search by client email, associated account user email, and ID to fetch information about plan requests.
• Personal Plan(s) - allows you to search by client email, associated account user email, and ID to fetch information about personal plans.
• Referred Client(s) - allows you to search by client email to fetch information about referred clients.
• Account User(s) - allows you to search by user email to fetch information about users on your White Swan account.
• Earnings Event(s) - allows you to search by client email, associated account user email, and look-back period to fetch information about earnings events associated with your White Swan account.

Conclusion

We’re excited to launch our Zapier integration which provides a simple way for partners to build integrations with more than 6,000 other business applications, allowing for a wide range of automations.

To guide your integration process, we provide comprehensive documentation in our knowledge base.

If you don’t have a White Swan account, we invite you to create a free account today to complement your offerings with our next-generation brokerage platform.

As always, our partnership team is available to demo the platform and answer any questions you might have about how we may help your business. Schedule a demo with our partnership team here.