Connect White Swan to Kajabi and automate your work

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1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

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Zapier makes it easy to integrate White Swan with Kajabi - no code necessary. See how you can get setup in minutes.

Select a trigger from White Swan

A trigger is an event that starts your Zap and runs the workflow. For example, with White Swan, a trigger could be "New Plan Change Request."

A trigger is the event that kicks off your automated workflow.

Setup an action from Kajabi

An action is what takes place after the automation is triggered. For example, with Kajabi, the action could be "Grant Access to an Offer."

An action is the event that your automated workflow performs when triggered.

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Triggers and actions are the main components of every automated workflow.

Connect White Swan and Kajabi 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.

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.

An illustration representing how to automate lead management with Zapier.

Connect White Swan and Kajabi to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here

Start here

Choose an Action

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
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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
- Site
  Required
- Form
Trigger
Instant
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- Site
  Required
- Offer
Trigger
Instant
Try It
- Tag
- Site
  Required
Trigger
Instant
Try It
- Site
  Required
- Form
Action
Write

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
- Site
  Required
- Assessment
  Required
Trigger
Instant
Try It
- Site
  Required
- Offer
Trigger
Instant
Try It
- Site
  Required
- Tag
Trigger
Instant
Try It
- Site
  Required
- Offer
- Name
  Required
- Email
  Required
- External User ID
  Required
- Send Offer Grant Email?
Action
Write
- Site
  Required
- Offer
- External User ID
  Required
Action
Write

Automate Kajabi: get inspired 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

Sales & CRM

About Kajabi

Kajabi is an all in one platform for selling, marketing, and delivering your online content.

Related categories

eCommerce

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