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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Plan Change Request" from White Swan.

Add your action

An action happens after the trigger—such as "Send SMS" in SMS by Zapier.

You’re connected!

Zapier seamlessly connects White Swan and SMS by Zapier, automating your workflow.

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

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Connect White Swan and SMS by Zapier 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.

Integration categories

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

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.

triggers, actions, or triggers and actions

New Plan Change Request
Triggers when one of your referred clients submits a change request for a personal plan they've received.
Trigger
Instant
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New Plan Request Finished
Triggers when someone finishes requesting a new personal plan through one of your accounts pages.
Trigger
Instant
Try It
New Personal Plan
Triggers when one of your clients receive a personal plan.
Trigger
Instant
Try It
New Plan Request Started
Triggers when someone starts requesting a new personal plan through one of your accounts pages.
Trigger
Instant
Try It
New Application Started
Triggers when someone starts an application for a personal plan that has been requested through one of your pages.
Trigger
Instant
Try It
- ID of Plan Request(s) to Associate Information With
- First Name
- Middle Name
- Last Name
- Intended Insured Gender
  Required
- Intended Insured Date of Birth
  Required
- Country of Birth
- State of Birth
- Phone Number
- Workplace Phone
- Email
  Required
- 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 type
  Required
- 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)
Action
Write
- Client Email
Action
Search
- Request ID (Optional)
- User Email
- Client Email
Action
Search
- User Email
Action
Search

New Earnings Event
Triggers when a new earnings event is created for your White Swan account (credit from referring clients/other partners or payouts).
Trigger
Instant
Try It
Application for Plan Finished
Triggers when someone finishes an application for a personal plan that has been requested through one of your pages.
Trigger
Instant
Try It
New Plan Offered
Triggers when an insurance plan is offered from an insurer to a client you referred through one of your accounts pages.
Trigger
Instant
Try It
New Plan Delivered
Triggers when a plan offer is accepted, delivered, and put in-force for a client referred through one of your pages.
Trigger
Instant
Try It
- Name
  Required
- Email
  Required
- Phone Number
- Intended Insured Name
- Second Insured Name
- Policy type
  Required
- Main Goal
  Required
- Pre-fill Application with Pre-Fill ID
- Case Associated Person (Email)
- Resident State
  Required
- Death Benefit Need
  Required
- Intended Insured Gender
  Required
- Second Insured Gender
- Intended Insured Date of Birth
  Required
- Second Insured Date of Birth
- Intended Insured Health Rating
  Required
- Second Insured Health Rating
- Intended Insured Heigh in Feet
  Required
- Intended Insured Heigh in Inches
  Required
- Second Insured Height in Feet
- Second Insured Height in Inches
- Intended Insured Weight in Pounds
  Required
- Second Insured Weight in Pounds
- Intended Insured Tobacco Usage
  Required
- Second Insured Tobacco Usage
- Intended Insured Marijuana/THC Usage
- Second Insured Marijuana/THC Usage
- Payment Schedule
  Required
- 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
Action
Write
- Name
  Required
- Email
  Required
- Phone Number
- Intended Insured Name
- Second Insured Name
- Policy type
  Required
- Main Goal
  Required
- Embed URL
- Turbo Request Mode (Skip Extras Section)
- Pre-fill Application with Pre-Fill ID
- Custom Success Page (URL)
- Case Associated Person (Email)
- Resident State
  Required
- Death Benefit Need
  Required
- Payment Schedule
  Required
- Paid Up Period
- Term Life Coverage Period
- Premium Budget
- Intended Insured Gender
  Required
- Second Insured Gender
- Intended Insured Health Rating
  Required
- Second Insured Health Rating
- Intended Insured Date of Birth
  Required
- Second Insured Date of Birth
- Intended Insured Tobacco Usage
  Required
- Second Insured Tobacco Usage
- Intended Insured Marijuana/THC Usage
- Second Insured Marijuana/THC Usage
- Intended Insured Heigh in Feet
  Required
- Intended Insured Heigh in Inches
  Required
- Second Insured Height in Feet
- Second Insured Height in Inches
- Intended Insured Weight in Pounds
  Required
- 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
Action
Write
- User Email
- Client Email
- Lookback Period in Days
Action
Search
- Personal Plan ID (Optional)
- User Email
- Client Email
Action
Search
- Send_v2_copy
- From_number
- Message
  Required
Action
Write

Learn how to automate SMS by Zapier on the Zapier blog

About White Swan

White Swan is a brokerage platform that allows businesses to offer any type of life insurance product through an embeddable experience.

Related categories

About SMS by Zapier

Using our built-in number, you can send a limited number of SMS / text messages. This is great for reminders!

Related categories

Phone & SMS Zapier

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