Connect White Swan to Pipedrive and automate your work
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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 Plan Change Request
Triggers when one of your referred clients submits a change request for a personal plan they've received.
Try It - New Plan Request Finished
Triggers when someone finishes requesting a new personal plan through one of your accounts pages.
Try It - New Personal Plan
Triggers when one of your clients receive a personal plan.
Try It - New Plan Request Started
Triggers when someone starts requesting a new personal plan through one of your accounts pages.
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- 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 It - Application for Plan Finished
Triggers when someone finishes an application for a personal plan that has been requested through one of your pages.
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.
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.
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