Connect Kajabi to White Swan and automate your work
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How Zapier works
Zapier makes it easy to integrate Kajabi with White Swan - no code necessary. See how you can get setup in minutes.
Select a trigger from Kajabi
Setup an action from White Swan
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Connect Kajabi and White Swan to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
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Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- SiteRequired
- AssessmentRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- SiteRequired
- Offer
- Member NameRequired
- EmailRequired
- External User IDRequired
- Send Offer Grant Email?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- SiteRequired
- Offer
- External User IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- New Earnings Event
Triggers when a new earnings event is created for your White Swan account (credit from referring clients/other partners or payouts).
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Application for Plan Finished
Triggers when someone finishes an application for a personal plan that has been requested through one of your pages.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Plan Offered
Triggers when an insurance plan is offered from an insurer to a client you referred through one of your accounts pages.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Plan Delivered
Triggers when a plan offer is accepted, delivered, and put in-force for a client referred through one of your pages.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Member 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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Member NameRequired
- EmailRequired
- Phone Number
- Intended Insured Name
- Second Insured Name
- Policy typeRequired
- Main GoalRequired
- Embed URL
- Turbo Request Mode (Skip Extras Section)
- Pre-fill Application with Pre-Fill ID
- Custom Success Page (URL)
- Case Associated Person (Email)
- Resident StateRequired
- Death Benefit NeedRequired
- Payment ScheduleRequired
- Paid Up Period
- Term Life Coverage Period
- Premium Budget
- Intended Insured GenderRequired
- Second Insured Gender
- Intended Insured Health RatingRequired
- Second Insured Health Rating
- Intended Insured Date of BirthRequired
- Second Insured Date of Birth
- Intended Insured Tobacco UsageRequired
- Second Insured Tobacco Usage
- Intended Insured Marijuana/THC Usage
- Second Insured Marijuana/THC Usage
- 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 Owner Risk Profile
- Expedited Products Preference
- Term Life Convertability Preference
- Riders
- Supplemental Term Coverage Length
- Supplemental Term Amount
- Room for Additional Future Premium
- One-Time Deposit Amount
- 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
- Custom Account Allocation
- Account Type
- Allocation Percentage
- White Swan Follow Up
- Who Receives Communications for Case
- Plan Comment
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- User Email
- Client Email
- Lookback Period in Days
ActionThis is an event a Zap performs.SearchFind existing data in your app- Personal Plan ID (Optional)
- User Email
- Client Email
ActionThis is an event a Zap performs.SearchFind existing data in your app
- SiteRequired
- Form
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- New Plan Change Request
Triggers when one of your referred clients submits a change request for a personal plan they've received.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Plan Request Finished
Triggers when someone finishes requesting a new personal plan through one of your accounts pages.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Personal Plan
Triggers when one of your clients receive a personal plan.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Plan Request Started
Triggers when someone starts requesting a new personal plan through one of your accounts pages.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Application Started
Triggers when someone starts an application for a personal plan that has been requested through one of your pages.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - ID of Plan Request(s) to Associate Information With
- First Name
- Middle Name
- Last Name
- Intended Insured GenderRequired
- Intended Insured Date of BirthRequired
- Country of Birth
- State of Birth
- Phone Number
- Workplace Phone
- EmailRequired
- 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 typeRequired
- 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)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Client Email
ActionThis is an event a Zap performs.SearchFind existing data in your app- Request ID (Optional)
- User Email
- Client Email
ActionThis is an event a Zap performs.SearchFind existing data in your app- User Email
ActionThis is an event a Zap performs.SearchFind existing data in your app