Bubble + White Swan
Submit complete plan requests in White Swan for new workflow trigger events in Bubble
For some more advanced business use cases, you may want to build custom ways to request a personal plan for clients (e.g. collecting data in your own front-end, in-person, or over the phone with a client). Doing this, you may not want to go through the White Swan experience, and may want to save time and streamline by submitting complete requests without you or your client ever going through the plan request experience. With this template, a new workflow trigger event in Bubble would provide all the data needed to submit a complete plan request with White Swan. Using this automation, you can create highly bespoke workflows that can be closely adapted to your business and processes.
For some more advanced business use cases, you may want to build custom ways to request a personal plan for clients (e.g. collecting data in your own front-end, in-person, or over the phone with a client). Doing this, you may not want to go through the White Swan experience, and may want to save time and streamline by submitting complete requests without you or your client ever going through the plan request experience. With this template, a new workflow trigger event in Bubble would provide all the data needed to submit a complete plan request with White Swan. Using this automation, you can create highly bespoke workflows that can be closely adapted to your business and processes.
- When this happens...New Workflow Trigger Event
Triggers when a Bubble workflow including the plugin action is kicked off.
- automatically do this!Submit a Complete Plan Request
This action will create a new complete quote request with information you provide. This action requires more data points than the action that starts a new plan request, and won't return a URL to fill information that wasn't submitted with this action.
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New Earnings Event
Triggers when a new earnings event is created for your White Swan account (credit from referring clients/other partners or payouts).
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Data TypeRequired
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API WorkflowRequired
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.
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