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Bubble + White Swan

Start plan requests in White Swan for new workflow trigger events in Bubble

This template runs for a new action in your Bubble.io app (such as a user clicking a button to request a life insurance plan), which is used to start a plan request for the user in White Swan. Finally, a thing will be created in Bubble. You can map a unique URL from White Swan to your Bubble.io app here.

This template runs for a new action in your Bubble.io app (such as a user clicking a button to request a life insurance plan), which is used to start a plan request for the user in White Swan. Finally, a thing will be created in Bubble. You can map a unique URL from White Swan to your Bubble.io app here.

  1. When this happens...
    BubbleBubble
    New Workflow Trigger Event

    Triggers when a Bubble workflow including the plugin action is kicked off.

    TriggerInstant
  2. automatically do this...
    White SwanWhite Swan
    Start a Plan Request

    This action will create a new plan request with information you provide, and will return a URL to complete the request. Any questions that covers information you have provided will be skipped when using your returned URL.

    ActionWrite
  3. then do this!
    BubbleBubble
    Create Thing

    Creates a new thing

    ActionWrite
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Supported triggers and actions

What does this mean?
    • App IdRequired

    • App VersionRequired

    • Data TypeRequired

    Action
    Write
    • App IdRequired

    • App VersionRequired

    • API WorkflowRequired

    Action
    Write
  • White Swan triggers, actions, and search

    New Plan Change Request

    Triggers when one of your referred clients submits a change request for a personal plan they've received.

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

    New Plan Request Finished

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

    Trigger
    Instant
    Try It
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About Bubble

Bubble is a visual programming platform to build web apps without code.
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Related categories

  • App Builder

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Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
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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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