White Swan Integrations

Do more with White Swan integrations

Zapier lets you connect White Swan with thousands of the most popular apps, so you can automate your work and have more time for what matters most—no code required.

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Pipedrive

CRM (Customer Relationship Management)

Worksuite

HR Talent & Recruitment

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

Pipedrive

CRM (Customer Relationship Management)

Worksuite

HR Talent & Recruitment

Google Sheets

Google, Spreadsheets

Gmail

Email, Google

Slack

Team Chat

Google Calendar

Calendar, Google

Pipedrive

CRM (Customer Relationship Management)

Worksuite

HR Talent & Recruitment

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

Top companies trust Zapier to automate work and free up time

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Quickly automate White Swan integrations with Zapier's templates

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

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

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White Swan + Pipedrive

Create Pipedrive notes for new personal plans in White Swan

Details

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White Swan + Pipedrive

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

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White Swan + Filter by Zapier + QuickBooks Online

Add new White Swan leads as Mailchimp subscribers

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White Swan + Mailchimp

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

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White Swan + Facebook Conversions

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

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White Swan + Facebook Custom Audiences

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

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White Swan + Google Analytics 4

Send Slack channel messages for new plans delivered in White Swan

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White Swan + Slack

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

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Bubble + White Swan

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

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White Swan + HubSpot

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

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Bubble + White Swan

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

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
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New Personal Plan
Triggers when one of your clients receive a personal plan.
Trigger
Instant
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New Plan Request Started
Triggers when someone starts requesting a new personal plan through one of your accounts pages.
Trigger
Instant
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New Application Started
Triggers when someone starts an application for a personal plan that has been requested through one of your pages.
Trigger
Instant
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- 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
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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
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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
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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
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- 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

White Swan Help & Support

Common issues

How to get started with White Swan on Zapier

White Swan Tutorials

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

Do more with White Swan integrations

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Quickly automate White Swan integrations with Zapier's templates

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

White Swan Help & Support

Common issues

How to get started with White Swan on Zapier

White Swan Tutorials

Popular White Swan Integrations

Popular White Swan Integrations