Information Calls
Information calls are endpoints used to fetch information from White Swan to incorporate into your systems and/or workflows.
Available Search Actions:
Plan Request(s): This call provides information about Plan Requests and allows you to search based on ID, Client Email, and Associated Account User Email.
Personal Plan(s): This call provides information about Personal Plans and allows you to search based on ID, Client Email, and Associated Account User Email.
Referred Client(s): This call provides information about Referred Clients and allows you to search based on Client Email.
Account User(s): This call provides information about Users on Your White Swan account and allows you to search based on User Email.
Earnings Event(s): This call provides information about Earnings Events associated with your White Swan account and allows you to search based on associated client email, associated account user email, and look-back period.
Last updated
Was this helpful?