Asana + White Swan
Create Asana tasks for new personal plans in White Swan
Sometimes, there might be manual tasks that you want to add into the process of your clients getting a plan through White Swan. Adding these tasks manually, however, can be time consuming and prone to mistakes. With this Zap, though, you can automatically add a new task to your Asana project management tool upon each new personal plan created in your White Swan account.
Sometimes, there might be manual tasks that you want to add into the process of your clients getting a plan through White Swan. Adding these tasks manually, however, can be time consuming and prone to mistakes. With this Zap, though, you can automatically add a new task to your Asana project management tool upon each new personal plan created in your White Swan account.
- When this happens...New Plan Request Finished
Triggers when someone finishes requesting a new personal plan through one of your accounts pages.
- automatically do this!Create Task
Adds a new task.
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New Plan Change Request
Triggers when one of your referred clients submits a change request for a personal plan they've received.
Try ItNew Plan Request Finished
Triggers when someone finishes requesting a new personal plan through one of your accounts pages.
Try ItNew Personal Plan
Triggers when one of your clients receive a personal plan.
Try ItNew Plan Request Started
Triggers when someone starts requesting a new personal plan through one of your accounts pages.
Try It
New Earnings Event
Triggers when a new earnings event is created for your White Swan account (credit from referring clients/other partners or payouts).
Try ItApplication for Plan Finished
Triggers when someone finishes an application for a personal plan that has been requested through one of your pages.
Try ItNew Plan Offered
Triggers when an insurance plan is offered from an insurer to a client you referred through one of your accounts pages.
Try ItNew Plan Delivered
Triggers when a plan offer is accepted, delivered, and put in-force for a client referred through one of your pages.
Try It
