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.

When this happens...
New Workflow Trigger Event
Triggers when a Bubble workflow including the plugin action is kicked off.
TriggerInstant
automatically do this...
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
then do this!
Create Thing
Creates a new thing
ActionWrite

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Supported triggers and actions

What does this mean?

- App IdRequired
- App VersionRequired
- Zap IdRequired
Trigger
Instant
Try It
- App IdRequired
- App VersionRequired
- Data TypeRequired
- Thing IdRequired
Action
Write
- App IdRequired
- App VersionRequired
- Data TypeRequired
- Search FieldRequired
- Search ConstraintRequired
- Search TermRequired
Action
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
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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
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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
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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
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- NameRequired
- EmailRequired
- Phone Number
- Intended Insured Name
- Second Insured Name
- Policy typeRequired
- Main GoalRequired
- Pre-fill Application with Pre-Fill ID
- Case Associated Person (Email)
- Resident StateRequired
- Death Benefit NeedRequired
- Intended Insured GenderRequired
- Second Insured Gender
- Intended Insured Date of BirthRequired
- Second Insured Date of Birth
- Intended Insured Health RatingRequired
- Second Insured Health Rating
- Intended Insured Heigh in FeetRequired
- Intended Insured Heigh in InchesRequired
- Second Insured Height in Feet
- Second Insured Height in Inches
- Intended Insured Weight in PoundsRequired
- Second Insured Weight in Pounds
- Intended Insured Tobacco UsageRequired
- Second Insured Tobacco Usage
- Intended Insured Marijuana/THC Usage
- Second Insured Marijuana/THC Usage
- Payment ScheduleRequired
- Premium Budget
- Paid Up Period
- Term Life Coverage Period
- Intended Owner Risk Profile
- Expedited Products Preference
- Term Life Convertability Preference
- Riders
- Room for Additional Future Premium
- One-Time Deposit Amount
- Account Type
- Allocation Percentage
- Custom Account Allocation
- Uncapped Accounts Preference (Indexed Universal Life Only)
- Fee Accounts Preference (Indexed Universal Life Only)
- Planning For Retirement Income
- Retirement Income Starting Age
- Retirement Income Length in Years
- Supplemental Term Amount
- Supplemental Term Coverage Length
- White Swan Follow Up
- Who Receives Communications for Case
- Plan Comment
Action
Write
- Name
- Email
- Phone Number
- Intended Insured Name
- Second Insured Name
- Policy type
- Main Goal
- Embed URL
- Turbo Request Mode (Skip Extras Section)
- Pre-fill Application Data ID
- Custom Success Page (URL)
- Case Associated Person (Email)
- Resident State
- Death Benefit Need
- Payment Schedule
- Paid Up Period
- Term Life Coverage Period
- Premium Budget
- Gender
- Second Insured Gender
- Health Rating
- Second Insured Health Rating
- Date of Birth
- Second Insured Date of Birth
- Insured Uses Tobacco/Nicotine
- Second Insured Uses Tobacco/Nicotine
- Insured Uses Marijuana/THC
- Second Insured Uses Marijuana/THC
- Insured Height in Feet
- Insured Height in Inches
- Second Insured Height in Feet
- Second Insured Height in Inches
- Insured Weight in Pounds
- Second Insured Weight in Pounds
- Risk Profile (Only Variable Universal Life)
- Expedited Product Preference
- Convertability Preference (Term life only)
- Riders for the Plan
- Supplemental Term Coverage Length
- Supplemental Term Amount
- Room for additional premium
- One-Time Deposit Amount
- Uncapped Account Preference (Only Indexed Universal Life)
- Fee Account Preference (Only Indexed Universal Life)
- Planned Retirement Income
- Starting Age of Retirement Income
- Years of Retirement Income
- Custom Allocation Mix
- Account Type
- Allocation Percentage
- White Swan Follow Up
- Who Receives Communications for Case
- Plan Comment
Action
Write
- User Email
- Client Email
- Lookback Period in Days
Action
Search
- Personal Plan ID (Optional)
- Account User Email (Optional)
- Client Email (Optional)
Action
Search

- App IdRequired
- App VersionRequired
- Data TypeRequired
Action
Write
- App IdRequired
- App VersionRequired
- API WorkflowRequired
Action
Write
New Plan Change Request
Triggers when one of your referred clients submits a change request for a personal plan they've received.
Trigger
Instant
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New Plan Request Finished
Triggers when someone finishes requesting a new personal plan through one of your accounts pages.
Trigger
Instant
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New Personal Plan
Triggers when one of your clients receive a personal plan.
Trigger
Instant
Try It
New Plan Request Started
Triggers when someone starts requesting a new personal plan through one of your accounts pages.
Trigger
Instant
Try It
New Application Started
Triggers when someone starts an application for a personal plan that has been requested through one of your pages.
Trigger
Instant
Try It
- ID of Plan Request(s) to Associate Information With
- First Name
- Middle Name
- Last Name
- Gender
- Date of Birth
- Country of Birth
- State of Birth
- Personal Phone
- Workplace Phone
- Email
- Current Address
- Insured is US Citizen/Permanent Resident?
- Details on Citizenship (if not US citizen/resident)
- Marital Status
- Drivers License Number
- Drivers License State
- Drivers License Expiration Date
- Social Security Number/Tax ID Number
- Current Occupation
- Current Employer
- Number of Years at Current Job
- Workplace Zip Code
- Best Time to Call Intended Insured
- Split Death Benefit Equally
- Percentage of Death Benefit
- Relationship to Insured
- Type of Relationship (Other)
- Legal Entity or Individual?
- Name of Children/Grandchildren
- Individual/Contact Person Name
- Entity Name
- Beneficiary SSN/EIN/TIN
- Beneficiary Date of Birth
- Beneficiary Phone Number
- Same Address as Insured?
- Address
- Purpose of Insurance
- Owner Same as Insured?
- Is Owner Individual or Entity?
- Owner Relationship to Insured Person
- Owner Individual/Entity Name
- Owner EIN/TIN
- Owner Entity Contact Person
- Owner Address
- Owner Email
- Owner Phone
- Owner Date of Birth
- Will Owner Pay Premiums With Income?
- Source of Premium Payments
- Owner Estimated Annual Income
- Spouse of Owner Estimated Annual Income
- Household Estimated Total Assets
- Household Estimated Liquid Assets
- Household Estimated Total Liabilities
- Has Owner Declared Bankruptcy
- Bankruptcy Details
- Has Owner Been Discharged From Bankruptcy
- Is Owner Subject to Backup Withholding?
- Insurance Carrier
- Current Death Benefit
- Policy Type
- Policy Number
- Year Issued
- Reason for Replacement
- Plans to Terminate Existing Policies on Insured Person
- Plans to Use Existing Policies to Fund New Policy
- Opt for Temporary Insurance Coverage
- Accumulation Goal (Variable Life Application Only)
- Cash Access Timeline (Variable Life Application Only)
- Normal Conditions Investment Expectations (Variable Life Application Only)
- Poor Conditions Investment Expectations (Variable Life Application Only)
- 3 Year Investment Expectations (Variable Life Application Only)
- 3 Month Investment Expectations (Variable Life Application Only)
Action
Write
- Client Email
Action
Search
- Request ID (Optional)
- Account User Email (Optional)
- Client Email (Optional)
Action
Search
- User Email
Action
Search

About Bubble

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

Learn more Help

Related categories

App Builder

Similar apps

Zapier Interfaces

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

About White Swan

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

Related categories

Sales & CRM

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Bubble + White Swan

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

New Workflow Trigger Event

App VersionRequired

Zap IdRequired

Modify Thing

App IdRequired

App VersionRequired

Data TypeRequired

Thing IdRequired

Find a Bubble Thing

App IdRequired

App VersionRequired

Data TypeRequired

Search FieldRequired

Search ConstraintRequired

Search TermRequired

New Earnings Event

Application for Plan Finished

New Plan Offered

New Plan Delivered

Submit a Complete Plan Request

NameRequired

EmailRequired

Phone Number

Intended Insured Name

Second Insured Name

Policy typeRequired

Main GoalRequired

Pre-fill Application with Pre-Fill ID

Case Associated Person (Email)

Resident StateRequired

Death Benefit NeedRequired

Intended Insured GenderRequired

Second Insured Gender

Intended Insured Date of BirthRequired

Second Insured Date of Birth

Intended Insured Health RatingRequired

Second Insured Health Rating

Intended Insured Heigh in FeetRequired

Intended Insured Heigh in InchesRequired

Second Insured Height in Feet

Second Insured Height in Inches

Intended Insured Weight in PoundsRequired

Second Insured Weight in Pounds

Intended Insured Tobacco UsageRequired

Second Insured Tobacco Usage

Intended Insured Marijuana/THC Usage

Second Insured Marijuana/THC Usage

Payment ScheduleRequired

Premium Budget

Paid Up Period

Term Life Coverage Period

Intended Owner Risk Profile

Expedited Products Preference

Term Life Convertability Preference

Riders

Room for Additional Future Premium

One-Time Deposit Amount

Account Type

Allocation Percentage

Custom Account Allocation

Uncapped Accounts Preference (Indexed Universal Life Only)

Fee Accounts Preference (Indexed Universal Life Only)

Planning For Retirement Income

Retirement Income Starting Age

Retirement Income Length in Years

Supplemental Term Amount

Supplemental Term Coverage Length

White Swan Follow Up

Who Receives Communications for Case

Plan Comment

Start a Plan Request

Name

Email