Create Actions

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.

To get a deeper understanding of how to integrate these actions with your product, refer to our example use case on how to Integrate With App/Website Builders. When transferring data from other applications, it's beneficial to be familiar with the data formatting standards with White Swan.

Available Create Actions:

  • Start Personal Plan Request: 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.

  • Submit Complete Plan Request: 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.

  • Create Pre-Fill Information: 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.

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