Create Actions
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Create actions allow you to create new things within your White Swan account, enhancing the user experience. When setting up create actions in Zapier, you can utilize data from other applications to populate inputs.
: This action enables you to craft customized plan requests. By providing specific information for certain questions, you can streamline the user experience, skipping some steps or packaging life insurance offerings in diverse ways.
: With this action, you can create an ultra-streamlined and tailored plan request experience. The end-user won't need to navigate through the plan request process and you can create tailored experiences adapted to advanced business needs.
: Enhance the user experience by utilizing pre-existing data you possess about clients. This action aids in saving clients' time during the application process for plans.