White Swan Integrations

Name: Zapier
Availability: InStock

Put White Swan to work with AI and enterprise-grade automation

Automate smarter with White Swan and scale with confidence. Zapier is built for enterprise-grade security, compliance, and performance.

Start free with email

Continue with Google

Start free with email

Continue with Google

No-code AI automation
Full audit trails and controls
SOC 2 and GDPR compliant
Easy visual workflow builder
9,000+ apps, 450+ AI tools
Free tier available

Or pick an app to pair with

Pipedrive

CRM (Customer Relationship Management)

Google Sheets

Google, Spreadsheets

Gmail

Email, Google

Slack

Team Chat

Google Calendar

Calendar, Google

Google Drive

File Management & Storage, Google

HubSpot

Marketing Automation

Google Forms

Forms & Surveys, Google

Facebook Lead Ads

Ads & Conversion, Facebook

Pipedrive

CRM (Customer Relationship Management)

Google Sheets

Google, Spreadsheets

Gmail

Email, Google

Slack

Team Chat

Google Calendar

Calendar, Google

Google Drive

File Management & Storage, Google

Pipedrive

CRM (Customer Relationship Management)

Google Sheets

Google, Spreadsheets

Gmail

Email, Google

Slack

Team Chat

Google Calendar

Calendar, Google

Google Drive

File Management & Storage, Google

HubSpot

Marketing Automation

Google Forms

Forms & Surveys, Google

Facebook Lead Ads

Ads & Conversion, Facebook

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Launch your first automated workflow

Add persons in Pipedrive when they start new plan requests in White Swan
Details
Try it
White Swan + Pipedrive
Create Pipedrive notes for new personal plans in White Swan
Details
Try it
White Swan + Pipedrive
Create sales receipts in QuickBooks Online for new paid compensation events in White Swan
Premium
Details
Try it
White Swan + Filter by Zapier + QuickBooks Online
Add new White Swan leads as Mailchimp subscribers
Details
Try it
White Swan + Mailchimp
Send lead events in Facebook Ads with new plan requests in White Swan
Details
Try it
White Swan + Facebook Conversions
Add emails to Facebook Custom Audiences when new plan requests start in White Swan
Premium
Details
Try it
White Swan + Facebook Custom Audiences

Add persons in Pipedrive when they start new plan requests in White Swan

Details

Try it

White Swan + Pipedrive

Create Pipedrive notes for new personal plans in White Swan

Details

Try it

White Swan + Pipedrive

Create sales receipts in QuickBooks Online for new paid compensation events in White Swan

Details

Try it

White Swan + Filter by Zapier + QuickBooks Online

Add new White Swan leads as Mailchimp subscribers

Details

Try it

White Swan + Mailchimp

Send lead events in Facebook Ads with new plan requests in White Swan

Details

Try it

White Swan + Facebook Conversions

Add emails to Facebook Custom Audiences when new plan requests start in White Swan

Details

Try it

White Swan + Facebook Custom Audiences

Add Google Analytics 4 conversion events for new finished White Swan plan applications

Details

Try it

White Swan + Google Analytics 4

Send Slack channel messages for new plans delivered in White Swan

Details

Try it

White Swan + Slack

Start plan requests in White Swan for new workflow trigger events in Bubble

Details

Try it

Bubble + White Swan

Create pre-fill information in White Swan for HubSpot contacts when new White Swan plan requests start

Details

Try it

White Swan + HubSpot

Submit complete plan requests in White Swan for new workflow trigger events in Bubble

Details

Try it

Bubble + White Swan

Add Google Analytics 4 conversion events for new finished White Swan plan applications
Details
Try it
White Swan + Google Analytics 4
Send Slack channel messages for new plans delivered in White Swan
Details
Try it
White Swan + Slack
Start plan requests in White Swan for new workflow trigger events in Bubble
Details
Try it
Bubble + White Swan
Create pre-fill information in White Swan for HubSpot contacts when new White Swan plan requests start
Details
Try it
White Swan + HubSpot
Submit complete plan requests in White Swan for new workflow trigger events in Bubble
Details
Try it
Bubble + White Swan

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 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
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
- Gender
- Date of Birth
- Country of Birth
- State of Birth
- Personal 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 Type
- 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)
- Account User Email (Optional)
- Client Email (Optional)
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
- Email
- Phone Number
- Intended Insured Name
- Second Insured Name
- Policy type
- Main Goal
- Embed URL
- Turbo Request Mode (Skip Extras Section)
- Pre-fill Application Data ID
- Custom Success Page (URL)
- Case Associated Person (Email)
- Resident State
- Death Benefit Need
- Payment Schedule
- Paid Up Period
- Term Life Coverage Period
- Premium Budget
- Gender
- Second Insured Gender
- Health Rating
- Second Insured Health Rating
- Date of Birth
- Second Insured Date of Birth
- Insured Uses Tobacco/Nicotine
- Second Insured Uses Tobacco/Nicotine
- Insured Uses Marijuana/THC
- Second Insured Uses Marijuana/THC
- Insured Height in Feet
- Insured Height in Inches
- Second Insured Height in Feet
- Second Insured Height in Inches
- Insured Weight in Pounds
- Second Insured Weight in Pounds
- Risk Profile (Only Variable Universal Life)
- Expedited Product Preference
- Convertability Preference (Term life only)
- Riders for the Plan
- Supplemental Term Coverage Length
- Supplemental Term Amount
- Room for additional premium
- One-Time Deposit Amount
- Uncapped Account Preference (Only Indexed Universal Life)
- Fee Account Preference (Only Indexed Universal Life)
- Planned Retirement Income
- Starting Age of Retirement Income
- Years of Retirement Income
- Custom Allocation Mix
- 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)
- Account User Email (Optional)
- Client Email (Optional)
Action
Search

For builders

Let your AI safely access White Swan

Go beyond Zap workflows. Install Zapier in your AI to call White Swan actions directly from your agents—with governance built in. Authenticate once. Revoke access anytime.

No code

Call actions in natural language with Zapier MCP

Act in White Swan from your AI—no exposed credentials, and you control which actions your AI can touch. One install covers 9,000+ other apps.

Example actions on this page

Submit a Complete Plan Request
Create Pre-Fill Information

Works with

Claude · ChatGPT · Cursor · Any MCP-compatible AI

Install Zapier MCP

Code

Work in code with the Zapier SDK

Expose White Swan actions from backend services, scripts, or agent code. Zapier handles the OAuth and scoped permissions. Access 9,000+ apps, plus thousands more with .fetch().

Install

npm install @zapier/zapier-sdk
npm install -D @zapier/zapier-sdk-cli
zapier-sdk login
# create a White Swan connection @ https://zapier.com/app/assets/connections

Run an action

// Typescript
import { createZapierSdk } from "@zapier/zapier-sdk";

const zapier = createZapierSdk();

const { data: connection } = await zapier.findFirstConnection({ app: "white-swan", owner: "me" });

await zapier.runAction({
  app: 'white-swan',
  action: 'complete_request',
  connection: connection.id,
  input: {
    {inputKeyValuePairs}
  },
});

Open the SDK docs

Direct API calls to raw endpoints through fetch are not yet subject to org-level app and action restrictions.

White Swan Help & Support

Common questions

Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

About White Swan

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

HelpHelp

Related categories

Sales & CRM

White Swan Integrations

Put White Swan to work with AI and enterprise-grade automation

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Launch your first automated workflow

Add persons in Pipedrive when they start new plan requests in White Swan

Create Pipedrive notes for new personal plans in White Swan

Create sales receipts in QuickBooks Online for new paid compensation events in White Swan

Add new White Swan leads as Mailchimp subscribers

Send lead events in Facebook Ads with new plan requests in White Swan

Add emails to Facebook Custom Audiences when new plan requests start in White Swan

Add persons in Pipedrive when they start new plan requests in White Swan

Create Pipedrive notes for new personal plans in White Swan

Create sales receipts in QuickBooks Online for new paid compensation events in White Swan

Add new White Swan leads as Mailchimp subscribers

Send lead events in Facebook Ads with new plan requests in White Swan

Add emails to Facebook Custom Audiences when new plan requests start in White Swan

Add Google Analytics 4 conversion events for new finished White Swan plan applications

Send Slack channel messages for new plans delivered in White Swan

Start plan requests in White Swan for new workflow trigger events in Bubble

Create pre-fill information in White Swan for HubSpot contacts when new White Swan plan requests start

Submit complete plan requests in White Swan for new workflow trigger events in Bubble

Add Google Analytics 4 conversion events for new finished White Swan plan applications

Send Slack channel messages for new plans delivered in White Swan

Start plan requests in White Swan for new workflow trigger events in Bubble

Create pre-fill information in White Swan for HubSpot contacts when new White Swan plan requests start

Submit complete plan requests in White Swan for new workflow trigger events in Bubble

Supported triggers and actions

Let your AI safely access White Swan

Call actions in natural language with Zapier MCP

Work in code with the Zapier SDK

White Swan Help & Support

Common questions

Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

Popular White Swan Integrations

Popular White Swan Integrations

White Swan Integrations

Put White Swan to work with AI and enterprise-grade automation

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Add persons in Pipedrive when they start new plan requests in White Swan

Create Pipedrive notes for new personal plans in White Swan

Create sales receipts in QuickBooks Online for new paid compensation events in White Swan

Add new White Swan leads as Mailchimp subscribers

Send lead events in Facebook Ads with new plan requests in White Swan

Add emails to Facebook Custom Audiences when new plan requests start in White Swan

Add persons in Pipedrive when they start new plan requests in White Swan

Create Pipedrive notes for new personal plans in White Swan

Create sales receipts in QuickBooks Online for new paid compensation events in White Swan

Add new White Swan leads as Mailchimp subscribers

Send lead events in Facebook Ads with new plan requests in White Swan

Add emails to Facebook Custom Audiences when new plan requests start in White Swan

Add Google Analytics 4 conversion events for new finished White Swan plan applications

Send Slack channel messages for new plans delivered in White Swan

Start plan requests in White Swan for new workflow trigger events in Bubble

Create pre-fill information in White Swan for HubSpot contacts when new White Swan plan requests start

Submit complete plan requests in White Swan for new workflow trigger events in Bubble

Add Google Analytics 4 conversion events for new finished White Swan plan applications

Send Slack channel messages for new plans delivered in White Swan

Start plan requests in White Swan for new workflow trigger events in Bubble

Create pre-fill information in White Swan for HubSpot contacts when new White Swan plan requests start

Submit complete plan requests in White Swan for new workflow trigger events in Bubble

Let your AI safely access White Swan

Call actions in natural language with Zapier MCP

Work in code with the Zapier SDK

White Swan Help & Support

Common questions

.css-ojnz7r{font:500 1.125rem/1.5rem Inter,var(--zds-typography-base, Helvetica),Helvetica,arial,sans-serif;color:#695be8;margin-bottom:0;transition-property:all;transition-timing-function:ease-in-out;transition-duration:300ms;}Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

Popular White Swan Integrations

Popular White Swan Integrations

Connect Your App Accounts to Zapier