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Connect QuickBooks Online 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.
- New Account
Triggers when you add a new account.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Customer
Triggers when you add a new customer.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Expense
Triggers when a new expense is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Invoice
Triggers when you add a new invoice.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Credit Memo
Triggers when a new credit memo is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Invoice Paid
Triggers when an invoice is paid in full. (Balance changes to zero)
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Product
Triggers when a new product is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Payment
Triggers when a payment is received (with line item support).
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Purchase Order
Triggers when a new purchase order is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Updated Bill
Triggers when a bill is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Updated Customer
Triggers when an existing customer is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Updated Invoice
Triggers when an invoice is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - VendorRequired
- Bill Number
- Line_item
- Line_description
- AmountRequired
- Qty
- Unit Price
- Line_class
- AP Account
- Customer
- Due_date
- Transaction Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- VendorRequired
- Terms
- Transaction Date
- Due_date
- Bill Number
- Department
- Global_tax_calculation
- Line_item
- Line_description
- Qty
- Unit Price
- AmountRequired
- Billable?
- Customer
- Line_class
- Tax_code
- AP Account
- Memo
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Primary Email Address
- Given NameRequired
- Family NameRequired
- Middle Name
- Employee Phone Number
- Birth Date
- Billable Time
- Active
- Release Date
- Cost Rate
- Employee Mobile
- Gender
- Hired Date
- Organization
- Address Line 1
- Address Line 2
- Address Line 3
- Address Line 4
- Address Line 5
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Full NameRequired
- Display_name
- Title
- First Name
- Middle name
- Family NameRequired
- Company
- Email
- Phone
- Mobile
- Fax
- Other
- Website
- Active
- GST Registration Type
- GSTIN
- Address__line1
- Address__line2
- Address__city
- Address__state_code
- Address__zip_code
- Address__country
- Shipping_address__line1
- Shipping_address__line2
- Shipping_address__city
- Shipping_address__state_code
- Shipping_address__zip_code
- Shipping_address__country
- Notes
- Currency
- Taxable
- Tax_code
- Tax Registration Number
- Tax Resale Number
- Job/Parent Customer
- Bill with Parent?
- Preferred_payment_method
- Preferred_delivery_method
- Terms
- Customer_type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Payee_typeRequired
- Payment_typeRequired
- AccountRequired
- Payment Date
- Payment_method
- Reference Number
- Print Later?
- Account
- Description
- Amount
- Billable Status
- Tax Code
- Customer
- Class
- Product/Service
- Description
- Quantity
- Rate
- Amount
- Billable Status
- Tax Code
- Customer
- Class
- Memo
- Tax_code
- Total_tax
- Tax_calculation
- Department
- Location
- Currency
- Exchange Rate
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Payment Date
- Journal_number
- AccountRequired
- Debit_amountRequired
- Description
- Customer Name
- Vendor Name
- Employee Name
- Department
- Class
- AccountRequired
- Credit_amountRequired
- Description
- Customer Name
- Vendor Name
- Employee Name
- Department
- Class
- Memo
- Currency
- Exchange Rate
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Info
- Customer
- Find Customer by Name/Email
- Email
- Send Later?
- Memo
- Message displayed on estimate
- Line_amountRequired
- Service_date
- Line_description
- Line Item/Product
- Line Item Quantity
- Line Item Unit Price
- Line_item_tax_code
- Class
- Transaction Date
- Total_discount
- Payment_method
- Payment Reference Number
- Deposit To Account
- Sales Receipt Number
- Auto Generate Credit Memo Number
- Address__line1
- Address__line2
- Address__city
- Address__state_code
- Address__zip_code
- Address__country
- Shipping_address__line1
- Shipping_address__line2
- Shipping_address__city
- Shipping_address__state_code
- Shipping_address__zip_code
- Shipping_address__country
- Currency
- Exchange Rate
- Class
- Tax_code
- Total_tax
- Tax_calculation
- Shipping_tax
- Shipping Cost
- Department
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- VendorRequired
- Purchase Order Status
- Mailing_address
- Shipping_address
- Payment Date
- Ship Via
- Purchase Order Number
- Account
- Description
- Amount
- Customer
- Class
- Product/Service
- Description
- Quantity
- Rate
- Amount
- Customer
- Class
- Memo
- Memo
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Estimate IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Sales_receiptRequired
- Email
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Bill IDRequired
- Vendor
- AP Account
- Transaction Date
- Due Date
- Line ID
- Amount
- Description
- Account
- Customer
- Class
- Tax Code
- Billable Status
- Currency
- Exchange Rate
- Private Note
- Global Tax Calculation
- Total Amount
- Sales Terms
- Department
- Document Number
- Include in Annual TPAR
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Estimate IDRequired
- Customer
- Transaction Date
- Ship Date
- Detail Type
- Amount
- Description
- Item
- Unit Price
- Quantity
- Discount Percent
- Print Status
- Email Status
- Shipping Address Line 1
- Shipping Address Line 2
- Shipping Address City
- Shipping Address State/Province
- Shipping Address Postal Code
- Shipping Address Country
- Billing Address Line 1
- Billing Address Line 2
- Billing Address City
- Billing Address State/Province
- Billing Address Postal Code
- Billing Address Country
- Class
- Sales Terms
- Shipping Method
- Tracking Number
- Document Number
- Accepted By
- Accepted Date
- Exchange Rate
- Department
- Apply Tax After Discount
- Private Note
- Customer Memo
- Expiration Date
- Transaction Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Product/Service
- Name
- Type
- SKU
- Sales Tax Included
- Sales Tax Code
- Class
- Source
- Purchase Tax Included
- Description
- Sub Item
- Taxable
- Purchase Description
- Active
- Purchase Cost
- Unit Price
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Full NameRequired
- Phone
- Email
- Website
- Address__line1
- Address__line2
- Address__city
- Address__state_code
- Address__zip_code
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Full NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search FieldRequired
- Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Info
- Estimate IdRequired
- Full NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Estimate IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Info
- Bill Number
- Invoice ID
- Invoice Date
- Due Date
ActionThis is an event a Zap performs.SearchFind existing data in your app- Full NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Info
- Estimate IdRequired
- Display Name
- Primary Email Address
- Given NameRequired
- Family NameRequired
- Middle Name
- Employee Phone Number
- Birth Date
- Billable Time
- Active
- Release Date
- Cost Rate
- Employee Mobile
- Gender
- Hired Date
- Organization
- Address Line 1
- Address Line 2
- Address Line 3
- Address Line 4
- Address Line 5
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Info
- Full NameRequired
- SKU
- TypeRequired
- Description_on_sales_forms
- Sales Price/Rate
- Description_on_purchase_forms
- Cost
- Category
- Is Taxable?
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- 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
- 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 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
- New Bill
Triggers when a new bill is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Estimate
Triggers when you add a new estimate.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Bill Payment
Triggers when a new bill paid.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Deposit
Triggers when a there is a new deposit.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Journal Entry
Triggers when a new journal entry is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Refund Receipt
Triggers when there is a new refund receipt.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Project
Triggers when a new project is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Sales Receipt
Triggers when a new sales receipt is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Updated Credit Memo
Triggers when a credit memo is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Updated Estimate
Triggers when an existed estimate is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Vendor
Triggers when a new vendor is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - VendorRequired
- Terms
- Transaction Date
- Due_date
- Bill Number
- Department
- Currency
- Global_tax_calculation
- Description
- AmountRequired
- Billable?
- Customer
- Class
- AccountRequired
- Tax_code
- AP Account
- Memo
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Deposit To AccountRequired
- Transaction Date
- Private Note
- Currency
- Exchange Rate
- Global Tax Calculation
- Department
- Transaction Source
- Transaction Location Type
- AmountRequired
- AccountRequired
- Payment Method
- Description
- Transaction Type
- Entity
- Class
- Check Number
- Tax Code
- Tax Applicable On
- Cash Back Account
- Cash Back Amount
- Cash Back Memo
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Customer
- Email
- Send Later?
- Billing_address
- Credit_memo_date
- Credit_memo_number
- Auto Generate Credit Memo Number
- Class
- AmountRequired
- Service_date
- Product/Service
- Description
- Quantity
- Rate
- Tax
- Line_class
- Message_displayed_on_credit_memo
- Memo
- Apply Tax After Discount?
- Discount_value
- Discount_percent
- Tax_code
- Shipping Cost
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Customer
- Bill Number
- Line_amountRequired
- Line_description
- Line Item/Product
- Line Item Quantity
- Line_item_tax_code
- Line Item Service Date
- Rate
- Tax_calculation
- Transaction Date
- Expiration_date
- Ship Date
- Message displayed on estimate
- Billing_address
- Billing Address City
- Billing Address Country
- Billing Address Postal Code
- Billing Address State/Province
- Shipping_address
- Shipping Address City
- Shipping Address Country
- Shipping Address Postal Code
- Shipping Address State/Province
- Shipping amount
- Bill Email
- Send Later?
- Discount_value
- Discount_percent
- Class
- Sales Terms
- Shipping Method
- Tracking Number
- Private Note
- Transaction Status
- Apply Tax After Discount
- Print Status
- Department
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- TypeRequired
- Full NameRequired
- Description_on_sales_forms
- Sales Price/Rate
- Description_on_purchase_forms
- Cost
- SKU
- Category
- Is Taxable?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Info
- Customer
- Billing_email
- Cc
- Bcc
- Send Later?
- Billing_address
- Shipping_address
- Terms
- Transaction Date
- Due_date
- Ship_via
- Shipping_date
- Tracking_number
- Bill Number
- Auto Generate Credit Memo Number
- Service_date
- Line Item/Product
- Line_description
- Line Item Quantity
- Line Item Unit Price
- Helptext_line_amount
- Line_amountRequired
- Line_item_tax_code
- Class
- Add Bundle Item to invoice?
- Message displayed on estimate
- Memo
- Accept Payment Via Bank Transfer
- Accept Payment Via Credit Card
- Tax_code
- Total_tax
- Tax_calculation
- Apply Tax After Discount?
- Discount_value
- Discount_percent
- Shipping_tax
- Shipping Cost
- Deposit
- Deposit To Account
- Class
- Department
- Location
- Currency
- Exchange Rate
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Customer
- Total AmountRequired
- Unapplied Amount
- Transaction Date
- Payment_method
- Payment Reference Number
- Deposit To Account
- Line_amountRequired
- Line Linked Invoice
- Memo
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Refund_fromRequired
- Customer
- Email
- Billing_address
- Refund_receipt_date
- Refund_receipt_number
- Transaction_class
- Payment_method
- Check_number
- Print Later?
- Product/Service
- AmountRequired
- Service_date
- Description
- Quantity
- Rate
- Tax
- Class
- Message_displayed_on_refund_receipt
- Memo
- Apply Tax After Discount?
- Discount_value
- Discount_percent
- Tax_code
- Shipping Cost
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Info
- InvoiceRequired
- Email
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Time Activity TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CustomerRequired
- Company
- Email
- Title
- First Name
- Middle name
- Family NameRequired
- Suffix
- Display_name
- Phone
- Mobile
- Fax
- Other
- Website
- Print_on_check_as
- Notes
- Billing Address - Street
- Billing Address - City/Town
- Billing Address - State/Province
- Billing Address - ZIP code
- Billing Address - Country
- Shipping Address - Street
- Shipping Address - City/Town
- Shipping Address - State/Province
- Shipping Address - ZIP code
- Shipping Address - Country
- Exemption_details
- Job/Parent Customer
- Active
- Customer_type
- Preferred_payment_method
- Taxable
- Tax_code
- Tax Registration Number
- Currency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- InvoiceRequired
- Customer
- Billing_email
- Cc
- Bcc
- Send Later?
- Billing_address
- Shipping_address
- Terms
- Transaction Date
- Due_date
- Ship_via
- Shipping_date
- Tracking_number
- Bill Number
- Auto Generate Credit Memo Number
- Service_date
- Line Item/Product
- Line_description
- Line Item Quantity
- Line Item Unit Price
- Line_amountRequired
- Line_item_tax_code
- Class
- Message displayed on estimate
- Memo
- Accept Payment Via Bank Transfer
- Accept Payment Via Credit Card
- Tax_code
- Total_tax
- Tax_calculation
- Apply Tax After Discount?
- Discount_value
- Discount_percent
- Shipping_tax
- Shipping Cost
- Deposit
- Class
- Department
- Location
- Currency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Sales Receipt IDRequired
- Customer
- Transaction Date
- Ship Date
- Info
- Detail Type
- Amount
- Description
- Item
- Unit Price
- Quantity
- Discount Percent
- Total Amount
- Print Status
- Email Status
- Payment Reference Number
- Deposit To AccountRequired
- Payment Method
- Shipping Address Line 1
- Shipping Address Line 2
- Shipping Address City
- Shipping Address State/Province
- Shipping Address Postal Code
- Shipping Address Country
- Billing Address Line 1
- Billing Address Line 2
- Billing Address City
- Billing Address State/Province
- Billing Address Postal Code
- Billing Address Country
- Tracking Number
- Class
- Department
- Private Note
- Customer Memo
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- TypeRequired
- Line ID
ActionThis is an event a Zap performs.SearchFind existing data in your app- Estimate IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Info
- Estimate IdRequired
- Display Name
ActionThis is an event a Zap performs.SearchFind existing data in your app- Estimate IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Info
- Full NameRequired
- SKU
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search FieldRequired
- Search ValueRequired
- Full NameRequired
- Display_name
- Title
- First Name
- Middle name
- Family NameRequired
- Company
- Email
- Phone
- Mobile
- Fax
- Other
- Website
- Active
- GST Registration Type
- GSTIN
- Address__line1
- Address__line2
- Address__city
- Address__state_code
- Address__zip_code
- Address__country
- Shipping_address__line1
- Shipping_address__line2
- Shipping_address__city
- Shipping_address__state_code
- Shipping_address__zip_code
- Shipping_address__country
- Notes
- Currency
- Taxable
- Tax_code
- Tax Registration Number
- Tax Resale Number
- Job/Parent Customer
- Bill with Parent?
- Preferred_payment_method
- Preferred_delivery_method
- Terms
- Customer_type
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Estimate IdRequired
- Info
- Customer
- Find Customer by Name/Email
- Email
- Send Later?
- Memo
- Message displayed on estimate
- Line_amountRequired
- Service_date
- Line_description
- Line Item/Product
- Line Item Quantity
- Line Item Unit Price
- Line_item_tax_code
- Class
- Transaction Date
- Total_discount
- Payment_method
- Payment Reference Number
- Deposit To Account
- Sales Receipt Number
- Auto Generate Credit Memo Number
- Address__line1
- Address__line2
- Address__city
- Address__state_code
- Address__zip_code
- Address__country
- Shipping_address__line1
- Shipping_address__line2
- Shipping_address__city
- Shipping_address__state_code
- Shipping_address__zip_code
- Shipping_address__country
- Currency
- Exchange Rate
- Class
- Tax_code
- Total_tax
- Tax_calculation
- Shipping_tax
- Shipping Cost
- Department
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Full NameRequired
- Phone
- Email
- Website
- Address__line1
- Address__line2
- Address__city
- Address__state_code
- Address__zip_code
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- 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. - Full NameRequired
- Email
- Phone
- 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.- Full NameRequired
- Email
- Phone
- 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