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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.

  1. When this happens...
    White SwanWhite Swan
    New Plan Request Finished

    Triggers when someone finishes requesting a new personal plan through one of your accounts pages.

    TriggerInstant
  2. automatically do this!
    AsanaAsana
    Create Task

    Adds a new task.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • White Swan triggers, actions, and search

    New Earnings Event

    Triggers when a new earnings event is created for your White Swan account (credit from referring clients/other partners or payouts).

    Trigger
    Instant
    Try It
  • White Swan triggers, actions, and search

    Application for Plan Finished

    Triggers when someone finishes an application for a personal plan that has been requested through one of your pages.

    Trigger
    Instant
    Try It
  • White Swan triggers, actions, and search

    New Plan Offered

    Triggers when an insurance plan is offered from an insurer to a client you referred through one of your accounts pages.

    Trigger
    Instant
    Try It
  • White Swan triggers, actions, and search

    New Plan Delivered

    Triggers when a plan offer is accepted, delivered, and put in-force for a client referred through one of your pages.

    Trigger
    Instant
    Try It
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About Asana

Asana is a leading work management platform that helps teams orchestrate their work, from daily tasks to strategic initiatives. With Asana, organizations have a living system of clarity where everyone can see, discuss, and execute their team’s priorities.
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Related categories

  • Project Management

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About White Swan

White Swan is a brokerage platform that allows businesses to offer any type of life insurance product through an embeddable experience.

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