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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.

  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
    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.

    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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