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Choose a trigger
A trigger is the event that starts your Zap—like a "New Blog" from Shopify.
Add your action
An action happens after the trigger—such as "Submit a Complete Plan Request" in White Swan.
You’re connected!
Zapier seamlessly connects Shopify and White Swan, automating your workflow.
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 Blog
Triggers when a new blog is added to your Shopify store.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Cancelled Order
Triggers whenever an order is cancelled (with line item support).
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Customer
Triggers when a new customer is added to your Shopify account.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Customer Account Enabled
Triggers when a customer account is enabled.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Order
Triggers when an order is created (with line item support).
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Refund
Triggers when a refund or partial refund occurs.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Product
Triggers when a product is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Updated Customer
Triggers when a customer's information is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Updated Product
Triggers when a Product is updated, ordered or when a variant is added, removed, or updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - CustomerRequired
- TagsRequired
- Overwrite existing tags?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CompanyRequired
- Location NameRequired
- External ID
- Locale
- Phone
- Note
- Tax Registration ID
- Billing same as shipping address?
- Shipping Address Line 1
- Shipping Address Line 2
- Shipping City
- Shipping Country Code
- Shipping First Name
- Shipping Last Name
- Shipping Phone
- Shipping Recipient
- Shipping ZIP Code
- Shipping Zone Code
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- First Name
- Last Name
- Email AddressRequired
- Customer Phone
- Company Name
- Street Address
- Street Address Line 2
- City
- State
- State/Province Code
- Country
- Country Code
- Zip Code
- Address Phone
- Tags
- Note
- Accepts Marketing
- Tax Exempt
- Tax Exemptions
- Send E-Mail Invite
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Email
- Product
- Product Variant
- Product Quantity
- Product Title
- Product Price
- Weight in Grams
- Note
- Discount - Type
- Discount - Amount
- Discount - Code
- Additional Details
- Tags
- Shipping_address_instructions
- Shipping Address - First name
- Shipping Address - Last name
- Shipping Address - Company
- Shipping Address - Phone
- Shipping Address - Address
- Shipping Address - Address con't
- Shipping Address - City
- Shipping Address - Country
- Shipping Address - State/Province/Region
- Shipping Address - Postal/Zip code
- Billing_address_instructions
- Billing Address - First name
- Billing Address - Last name
- Billing Address - Company
- Billing Address - Phone
- Billing Address - Address
- Billing Address - Address con't
- Billing Address - City
- Billing Address - Country
- Billing Address - State/Province/Region
- Billing Address - Postal/Zip code
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Initial ValueRequired
- Code
- Customer ID
- Expiry Date
- Note
- Template Suffix
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Email
- Product
- Product Variant
- SKU
- Product Quantity
- Product Title
- Product Price
- Weight in Grams
- Price
- Rate
- Title
- Note
- Discount - Type
- Discount - Amount
- Discount - Code
- Additional Details
- Tags
- Buyer Accepts Marketing?
- Shipping_address_instructions
- Shipping Address - First name
- Shipping Address - Last name
- Shipping Address - Company
- Shipping Address - Phone
- Shipping Address - Address
- Shipping Address - Address con't
- Shipping Address - City
- Shipping Address - Country
- Shipping Address - Country Code
- Shipping Address - State/Province/Region
- Shipping Address - State/Province/Region Code
- Shipping Address - Postal/Zip code
- Billing_address_instructions
- Billing Address - First name
- Billing Address - Last name
- Billing Address - Company
- Billing Address - Phone
- Billing Address - Address
- Billing Address - Address con't
- Billing Address - City
- Billing Address - Country
- Billing Address - Country Code
- Billing Address - State/Province/Region
- Billing Address - State/Province/Region Code
- Billing Address - Postal/Zip code
- Send_receipt
- Send_fulfillment_receipt
- Location
- Inventory_behaviour
- Financial_status
- Fulfillment Status
- Code
- Title
- Price
- Discounted Price
- Source
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Product IDRequired
- Channel IDRequired
- Publish Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrderRequired
- Amount
- Currency
- Type
- Parent Transaction
- Warning
- Gateway
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Inventory ItemRequired
- Unit Cost
- Track Inventory
- SKU
- Requires Shipping
- Country of Origin
- Province/State of Origin
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ProductRequired
- Product VariantRequired
- Price
- Compare at Price
- SKU
- Barcode
- Tax Code
- Is taxable?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Query - Name
- Query - Confirmation Number
- Query - Email
- Query - Customer ID
- Query - Location ID
- Query - SKU
- Query - Order ID
- Sort Key
- Reverse?
- Raw Query
ActionThis is an event a Zap performs.SearchFind existing data in your app- Order IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Order_idRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- IdsRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Product Variant TitlesRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- ProductRequired
- Product Variant TitleRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Copy
- Product Title / HandleRequired
- Product_type
- Vendor
- Product Status
- Product Description
- Tags
- Collection ID
- Handle
- Note
- First Product Option
- Values for First Product Option
- Second Product Option
- Values for Second Product Option
- Third Product Option
- Values for Third Product Option
- Category
- Alt Text
- Media Content Type
- Original Source
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- New Plan Change Request
Triggers when one of your referred clients submits a change request for a personal plan they've received.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Plan Request Finished
Triggers when someone finishes requesting a new personal plan through one of your accounts pages.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Personal Plan
Triggers when one of your clients receive a personal plan.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Plan Request Started
Triggers when someone starts requesting a new personal plan through one of your accounts pages.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Application Started
Triggers when someone starts an application for a personal plan that has been requested through one of your pages.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - 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)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Client Email
ActionThis is an event a Zap performs.SearchFind existing data in your app- Request ID (Optional)
- Account User Email (Optional)
- Client Email (Optional)
ActionThis is an event a Zap performs.SearchFind existing data in your app- User Email
ActionThis is an event a Zap performs.SearchFind existing data in your app
- BlogRequired
- Blog Entry Status
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Abandoned Cart Age (Hours)Required
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- New Company
Triggers when a new company is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Draft Order
Triggers when a new draft order is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Fulfilled Order
Triggers when an order is fulfilled (with line item support).
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Paid Order
Triggers when an order is paid (with line item support).
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Refund
Triggers when a refund or partial refund occurs (with order details).
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Tag Added to Customer
Triggers when a new tag is added to a customer.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Updated Draft Order
Triggers when a draft order is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Updated Order
Triggers when an order is updated (with line item support).
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Order IDRequired
- Type of Line Item to AddRequired
- Reason for Edit
- Notify the Customer?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- BlogRequired
- TitleRequired
- Author NameRequired
- ContentRequired
- Featured Image URL
- Excerpt/Summary
- Tags
- Is Published?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- ExternalId
- A note about the company
- Company_contact
- Contact Email
- Contact First Name
- Contact Last Name
- Contact Phone
- Contact Title
- Contact_locale
- Location
- Billing same as shipping address?
- Company_shippingAddress
- Shipping Address Line 1
- Shipping Address Line 2
- Shipping Address City
- Shipping Address Country Code
- Shipping_firstName
- Shipping_lastName
- Shipping Address Phone
- Shipping Address Recipient
- Shipping Address Zip
- Shipping Address Zone Code
- Location External ID
- Location_locale
- Location_name
- Location_note
- Location_phone
- TaxRegistrationId
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Product IDRequired
- Add New Image - File
- Add New Image - Alt Text
- Choose Existing Image
- Price
- Compare-at Price
- Charge Tax On This Variant?
- Cost Per Item
- SKU (Stock Keeping Unit)
- Barcode (ISBN, UPC, GTIN, etc.)
- Track Quantity?
- Continue Selling When Out of Stock?
- This Is a Physical Product
- Weight
- Weight Unit
- Country/Region of Origin
- Harmonized System (HS) code
- Position
- Requires Components
- Tax Code
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Order IDRequired
- Fulfillment Order IDRequired
- Notify Customer
- Address Line 1
- Address Line 2
- City
- Country Code
- Province Code
- Zip Code
- Tracking Company
- Tracking Number
- Tracking URL
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Adjust or Set quantity?Required
- The name of quantities to be changedRequired
- The reason for the quantity changesRequired
- LocationRequired
- Product
- Product VariantRequired
- Quantity to Set or Adjust
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- TitleRequired
- Product_type
- Vendor
- Product Status
- Product Description
- Tags
- Collection ID
- Handle
- Note
- First Product Option
- Values for First Product Option
- Second Product Option
- Values for Second Product Option
- Third Product Option
- Values for Third Product Option
- Category
- Alt Text
- Media Content Type
- Original Source
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CustomerRequired
- TagsRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CustomerRequired
- First Name
- Last Name
- Email Address
- Company Name
- Default Address
- Street Address
- Street Address Line 2
- City
- State
- State/Province Code
- Country
- Zip Code
- Tags
- Phone Number
- Note
- Tax Exempt
- Tax Exemptions
- Accepts Marketing
- Send Account Invite Email
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Order IDRequired
- Email
- Notes
- Phone
- Buyer Accepts Marketing?
- Remove Customer from Order?
- Tags
- Additional Details
- Shipping Address - Line 1
- Shipping Address - Line 2
- Shipping Address - City
- Shipping Address - Company
- Shipping Address - Country
- Shipping Address - First Name
- Shipping Address - Last Name
- Shipping Address - Latitude
- Shipping Address - Longitude
- Shipping Address - Name
- Shipping Address - Phone
- Shipping Address - Province
- Shipping Address - Province Code
- Shipping Address - ZIP
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Product IDRequired
- Title
- Product_type
- Vendor
- Product Status
- Product Description
- Tags
- Category
- Collections to Join
- Collections to Leave
- Handle
- Redirect Handle?
- Alt Text
- Media Content Type
- Original Source
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Search Query
- Email
ActionThis is an event a Zap performs.SearchFind existing data in your app- Order IDRequired
- Include Closed Fulfillment Orders
ActionThis is an event a Zap performs.SearchFind existing data in your app- Owner_resourceRequired
- Owner_idRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Product TitlesRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Copy
- Product Title / HandleRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Product Variant SKURequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search Query
- Email AddressRequired
- First Name
- Last Name
- Customer Phone
- Company Name
- Street Address
- Street Address Line 2
- City
- State
- State/Province Code
- Country
- Country Code
- Zip Code
- Address Phone
- Tags
- Note
- Accepts Marketing
- Tax Exempt
- Tax Exemptions
- Send E-Mail Invite
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Product IDRequired
- Product Variant TitleRequired
- Add New Image - File
- Add New Image - Alt Text
- Choose Existing Image
- Price
- Compare-at Price
- Charge Tax On This Variant?
- Cost Per Item
- SKU (Stock Keeping Unit)
- Barcode (ISBN, UPC, GTIN, etc.)
- Track Quantity?
- Continue Selling When Out of Stock?
- This Is a Physical Product
- Weight
- Weight Unit
- Country/Region of Origin
- Harmonized System (HS) code
- Position
- Requires Components
- Tax Code
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- 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 ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Application for Plan Finished
Triggers when someone finishes an application for a personal plan that has been requested through one of your pages.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - 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 ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Plan Delivered
Triggers when a plan offer is accepted, delivered, and put in-force for a client referred through one of your pages.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - NameRequired
- EmailRequired
- Phone Number
- Intended Insured Name
- Second Insured Name
- Policy typeRequired
- Main GoalRequired
- Pre-fill Application with Pre-Fill ID
- Case Associated Person (Email)
- Resident StateRequired
- Death Benefit NeedRequired
- Intended Insured GenderRequired
- Second Insured Gender
- Intended Insured Date of BirthRequired
- Second Insured Date of Birth
- Intended Insured Health RatingRequired
- Second Insured Health Rating
- Intended Insured Heigh in FeetRequired
- Intended Insured Heigh in InchesRequired
- Second Insured Height in Feet
- Second Insured Height in Inches
- Intended Insured Weight in PoundsRequired
- Second Insured Weight in Pounds
- Intended Insured Tobacco UsageRequired
- Second Insured Tobacco Usage
- Intended Insured Marijuana/THC Usage
- Second Insured Marijuana/THC Usage
- Payment ScheduleRequired
- 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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- 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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- User Email
- Client Email
- Lookback Period in Days
ActionThis is an event a Zap performs.SearchFind existing data in your app- Personal Plan ID (Optional)
- Account User Email (Optional)
- Client Email (Optional)
ActionThis is an event a Zap performs.SearchFind existing data in your app
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