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Choose a trigger
A trigger is the event that starts your Zap—like a "New Blog" from Shopify.
Add your action
An action happens after the trigger—such as "Submit a Complete Plan Request" in White Swan.
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Connect Shopify 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 Blog
Triggers when a new blog is added to your Shopify store.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Customer
Triggers when a new customer is added to your Shopify account.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Cancelled Order
Triggers whenever an order is cancelled (with line item support).
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Fulfilled Order
Triggers when an order is fulfilled (with line item support).
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Paid Order
Triggers when an order is paid (with line item support).
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Product
Triggers when a product is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Updated Customer
Triggers when a customer's information is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Updated Product
Triggers when a Product is updated, ordered or when a variant is added, removed, or updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Order IDRequired
- Type of Line Item to AddRequired
- Reason for Edit
- Notify the Customer?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- BlogRequired
- TitleRequired
- Author NameRequired
- ContentRequired
- Featured Image URL
- Excerpt/Summary
- TagsRequired
- Is Published?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Product IDRequired
- Add New Image - File
- Add New Image - Alt Text
- Choose Existing Image
- Price
- Compare-at Price
- Charge Tax On This Variant?
- Cost Per Item
- SKU (Stock Keeping Unit)
- Barcode (ISBN, UPC, GTIN, etc.)
- Track Quantity?
- Continue Selling When Out of Stock?
- This Is a Physical Product
- Weight
- Weight Unit
- Country/Region of Origin
- Harmonized System (HS) code
- Position
- Requires Components
- Tax Code
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Contact Email
- ProductRequired
- Product Variant
- Product Quantity
- TitleRequired
- Price
- Weight in Grams
- A note about the company
- Discount - Type
- Discount - Amount
- Discount - Code
- Additional Details
- TagsRequired
- Shipping_address_instructions
- Shipping Address - First name
- Shipping Address - Last name
- Shipping Address - Company
- Shipping Address - Phone
- Shipping Address - Address
- Shipping Address - Address con't
- Shipping Address - City
- Shipping Address - Country
- Shipping Address - State/Province/Region
- Shipping Address - Postal/Zip code
- Billing_address_instructions
- Billing Address - First name
- Billing Address - Last name
- Billing Address - Company
- Billing Address - Phone
- Billing Address - Address
- Billing Address - Address con't
- Billing Address - City
- Billing Address - Country
- Billing Address - State/Province/Region
- Billing Address - Postal/Zip code
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Initial ValueRequired
- Code
- Customer ID
- Expiry Date
- A note about the company
- Template Suffix
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Contact Email
- ProductRequired
- Product Variant
- SKU (Stock Keeping Unit)
- Product Quantity
- TitleRequired
- Price
- Weight in Grams
- Price
- Rate
- Title
- A note about the company
- Discount - Type
- Discount - Amount
- Discount - Code
- Additional Details
- TagsRequired
- Buyer Accepts Marketing?
- Shipping_address_instructions
- Shipping Address - First name
- Shipping Address - Last name
- Shipping Address - Company
- Shipping Address - Phone
- Shipping Address - Address
- Shipping Address - Address con't
- Shipping Address - City
- Shipping Address - Country
- Shipping Address - Country Code
- Shipping Address - State/Province/Region
- Shipping Address - State/Province/Region Code
- Shipping Address - Postal/Zip code
- Billing_address_instructions
- Billing Address - First name
- Billing Address - Last name
- Billing Address - Company
- Billing Address - Phone
- Billing Address - Address
- Billing Address - Address con't
- Billing Address - City
- Billing Address - Country
- Billing Address - Country Code
- Billing Address - State/Province/Region
- Billing Address - State/Province/Region Code
- Billing Address - Postal/Zip code
- Send_receipt
- Send_fulfillment_receipt
- LocationRequired
- Inventory_behaviour
- Financial_status
- Fulfillment Status
- Code
- Title
- Price
- Discounted Price
- Source
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ProductRequired
- Channel IDRequired
- Publish Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Order IDRequired
- Amount
- Currency
- Type
- Parent Transaction
- Warning
- Gateway
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Product VariantRequired
- Unit Cost
- Track Inventory
- SKU (Stock Keeping Unit)
- Requires Shipping
- Country of Origin
- Province/State of Origin
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ProductRequired
- Product Variant
- Price
- Compare at Price
- SKU (Stock Keeping Unit)
- Barcode (ISBN, UPC, GTIN, etc.)
- Tax Code
- Charge Tax On This Variant?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Query - Name
- Query - Confirmation Number
- Query - Email
- Query - Customer ID
- Query - Location ID
- Query - SKU
- Query - Order ID
- Sort Key
- Reverse?
- Raw Query
ActionThis is an event a Zap performs.SearchFind existing data in your app- Order IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Order IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Product TitlesRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Product TitlesRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Product IDRequired
- TitleRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Copy
- TitleRequired
- Product_typeRequired
- VendorRequired
- Payment Status
- Product Description
- TagsRequired
- Collection ID
- Handle
- A note about the company
- First Product Option
- Values for First Product Option
- Second Product Option
- Values for Second Product Option
- Third Product Option
- Values for Third Product Option
- Category
- Alt Text
- Media Content Type
- Original Source
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
- Contact Phone
- Workplace Phone
- Contact 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
- BlogRequired
- Blog Entry Status
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Customer Account Enabled
Triggers when a customer account is enabled.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Abandoned Cart Age (Hours)Required
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- New Draft Order
Triggers when a new draft order is created
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Order
Triggers when an order is created (with line item support).
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Refund
Triggers when a refund or partial refund occurs.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Tag Added to Customer
Triggers when a new tag is added to a customer.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Updated Draft Order
Triggers when a draft order is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Updated Order
Triggers when an order is updated (with line item support).
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Updated Tag in Order
Triggers when a tag has either been added or removed from an order.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - CustomerRequired
- TagsRequired
- Overwrite existing tags?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- ExternalId
- A note about the company
- Company_contact
- Contact Email
- Contact First Name
- Contact Last Name
- Contact Phone
- TitleRequired
- Contact_locale
- Location
- Billing same as shipping address?
- Company_shippingAddress
- Shipping Address Line 1
- Shipping Address Line 2
- Shipping Address City
- Shipping Address Country Code
- Shipping_firstName
- Shipping_lastName
- Shipping Address Phone
- Shipping Address Recipient
- Shipping Address Zip
- Shipping Address Zone Code
- Location External ID
- Location_locale
- Location_name
- Location_note
- Location_phone
- TaxRegistrationId
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- First Name
- Last Name
- Contact Email
- Customer Phone
- Company Name
- Street Address
- Street Address Line 2
- City
- State
- State/Province Code
- Country
- Zip Code
- Contact Phone
- TagsRequired
- A note about the company
- Accepts Marketing
- Tax Exempt
- Tax Exemptions
- Send E-Mail Invite
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Order IDRequired
- Fulfillment Order IDRequired
- Notify Customer
- Address Line 1
- Street Address Line 2
- City
- Country Code
- State/Province Code
- Zip Code
- Tracking Company
- Tracking Number
- Tracking URL
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Adjust or Set quantity?Required
- NameRequired
- The reason for the quantity changesRequired
- LocationRequired
- ProductRequired
- Product VariantRequired
- Product Quantity
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- TitleRequired
- Product_typeRequired
- VendorRequired
- Payment Status
- Product Description
- TagsRequired
- Collection ID
- Handle
- A note about the company
- First Product Option
- Values for First Product Option
- Second Product Option
- Values for Second Product Option
- Third Product Option
- Values for Third Product Option
- Category
- Alt Text
- Media Content Type
- Original Source
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CustomerRequired
- TagsRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Customer ID
- First Name
- Last Name
- Contact Email
- Company Name
- Default Address
- Street Address
- Street Address Line 2
- City
- State
- State/Province Code
- Country
- Zip Code
- TagsRequired
- Contact Phone
- A note about the company
- Tax Exempt
- Tax Exemptions
- Accepts Marketing
- Send Account Invite Email
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Order IDRequired
- Contact Email
- A note about the company
- Contact Phone
- Buyer Accepts Marketing?
- Remove Customer from Order?
- TagsRequired
- Additional Details
- Shipping Address - Address
- Shipping Address - Address con't
- Shipping Address - City
- Shipping Address - Company
- Shipping Address - Country
- Shipping Address - First name
- Shipping Address - Last name
- Shipping Address - Latitude
- Shipping Address - Longitude
- Shipping Address - Name
- Shipping Address - Phone
- Shipping Address - State/Province/Region
- Shipping Address - State/Province/Region Code
- Shipping Address - Postal/Zip code
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ProductRequired
- TitleRequired
- Product_typeRequired
- VendorRequired
- Payment Status
- Product Description
- TagsRequired
- Category
- Collections to Join
- Collections to Leave
- Handle
- Redirect Handle?
- Alt Text
- Media Content Type
- Original Source
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- Contact Email
ActionThis is an event a Zap performs.SearchFind existing data in your app- Order IDRequired
- Include Closed Fulfillment Orders
ActionThis is an event a Zap performs.SearchFind existing data in your app- Owner_resourceRequired
- Owner_idRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- IdsRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Copy
- TitleRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- SKU (Stock Keeping Unit)
ActionThis is an event a Zap performs.SearchFind existing data in your app- NameRequired
- Contact Email
- First Name
- Last Name
- Customer Phone
- Company Name
- Street Address
- Street Address Line 2
- City
- State
- State/Province Code
- Country
- Zip Code
- Contact Phone
- TagsRequired
- A note about the company
- Accepts Marketing
- Tax Exempt
- Tax Exemptions
- Send E-Mail Invite
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- Product IDRequired
- TitleRequired
- Add New Image - File
- Add New Image - Alt Text
- Choose Existing Image
- Price
- Compare-at Price
- Charge Tax On This Variant?
- Cost Per Item
- SKU (Stock Keeping Unit)
- Barcode (ISBN, UPC, GTIN, etc.)
- Track Quantity?
- Continue Selling When Out of Stock?
- This Is a Physical Product
- Weight
- Weight Unit
- Country/Region of Origin
- Harmonized System (HS) code
- Position
- Requires Components
- Tax 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. - NameRequired
- Contact Email
- Contact 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.- NameRequired
- Contact Email
- Contact 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