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White Swan for Partners
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  • White Swan for Partners Knowledge Base
  • 💡Platform Overview
    • Introduction to White Swan for Partners
    • Platform Capabilities
      • Digital Insurance Experiences
      • Supported Product Types
      • Supported Solution Types
      • Best-Interest Philosophy
      • Client Success Managers & Advanced Planning
    • Quick Start Guide
    • Using the Platform
      • White Labeling
      • Instant vs Custom Quotes
      • Page Types Overview
      • Sharing Pages
      • Customizing Pages
      • Custom Cases
      • Tracking Cases
      • General Company Settings
      • Policy Solve For Options
    • Client Experience
      • Guided vs Quick Quote Flow
      • Policy Type Recommendation Engine
      • Sample Plan Visualizations
      • Personal Plan Requests
      • Personal Plans
      • Applications
      • Underwriting & Issuance
    • Page
    • Plans to Access Platform
      • Concierge Plan
      • Digital Agent Plan
      • Innovator Plan
    • Instantly Quotable Carriers/Policies
    • Earnings
      • Understand Life Compensation & Our Philosophy
      • Activating Earnings
      • Licensing Considerations
      • Tracking Earnings
    • Platform Roadmap
    • Submit A Feature Request
  • 💻Embedding White Swan
    • Overview of White Swan Embed
    • Quick Start Guide
    • Using Embed + API/Zapier
  • ⚡Zapier Integration
    • Overview of Zapier Integration
    • Quick Start Guide
    • Example Use Cases
      • Integrate With CRMs
      • Integrate With Accounting/Payroll Tools
      • Integrate With Marketing Platforms
      • Integrate With Business Intelligence/Analytics Tools
      • Integrate With App/Website Builders
    • Data Formatting Standards
    • Triggers
      • New Plan Request Started
      • Plan Request Finished
      • New Personal Plan
      • New Change Request
      • New Application Started
      • Application Finished
      • New Plan Offered
      • New Plan Delivered
      • New Earnings Event
    • Create Actions
      • Start Personal Plan Request
      • Submit Complete Plan Request
      • Create Pre-Fill Information
    • Search Actions
      • Plan Request(s)
      • Personal Plan(s)
      • Referred Client(s)
      • Account User(s)
      • Earnings Event(s)
    • Using ChatGPT To Create Zaps
  • ✨AI Landing Page Builder
    • Overview of AI Landing Page Builder
    • Generate Landing Pages With AI
    • Editing Landing Pages
  • ⚙️API Documentation
    • Overview of White Swan's API
    • Authentication
    • Data & API Standards
    • Webhooks
      • Creating/Managing Webhooks
      • New Plan Request Started
      • Plan Request Finished
      • New Personal Plan
      • New Change Request
      • New Application Started
      • Application Finished
      • New Plan Offered
      • New Plan Delivered
      • New Earnings Event
    • Action Calls
      • Start Personal Plan Request
      • Submit Complete Plan Request
      • Create Pre-Fill Information
    • Information Calls
      • Plan Request(s)
      • Personal Plan(s)
      • Referred Client(s)
      • Account User(s)
      • Earnings Event(s)
  • ⛳BackNine Integration
    • Overview of BackNine Integration
    • Quick Start Guide
    • Capabilities
      • Instant Quotes
      • Instant Applications
      • Case Support
  • 💹Wealthbox Integration
    • Overview of Wealthbox Integration
    • Quick Start Guide
    • Capabilities
      • Import Contact from Wealthbox
      • Search Wealthbox Contacts in White Swan
      • Start a Plan Request
    • Notification Settings
  • Other Direct Integrations
    • Paperclip
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  1. Zapier Integration

Data Formatting Standards

When setting up or interpreting Zaps in White Swan's integration with Zapier, it can be helpful to understand the expected formats for various data types. We follow common format standards but for your reference, here's a quick guide:


Numbers

  • Format: Decimal numbers (e.g., 12345.67 or 1000000)

  • Note: Avoid using commas or other delimiters. Use a period (.) for decimal points.


True/False (Boolean)

  • Format: true or false

  • Note: These values might show up capitalized in the Zapier interface, but will generally send lowercase.


DateTime

  • Format: YYYY-MM-DDTHH:MM:SS.sssZ (e.g., 1980-10-10T04:00:00.000Z)

  • Note: This format represents the ISO 8601 date-time format, which is a standard format used across web applications. The 'T' separates the date and time, and the 'Z' indicates that the time is in UTC.


Address

  • Format: A full or partial address as recognized by Google Maps (e.g., "1600 Amphitheatre Parkway, Mountain View, CA").

  • Note: If not all components of the address are provided, White Swan's systems will make a best guess on the missing details. It's recommended that the provided address is as complete as possible for the most accurate results.


Text

  • Format: Alphanumeric characters, symbols, and special characters.

  • Note: This field is versatile and can accommodate a wide range of input. Ensure the content is relevant and contextually appropriate for the intended use.


Dropdown (Multiple-Choice) Fields

  • Format: Pre-defined options presented in a dropdown menu.


Line Items (Object Lists)

  • Format: One or several items with several inputs for each item

  • Note: When line items are shown in the tables of this section, the input for each item is shown starting each input with -.

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Last updated 1 year ago

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Note: For the and actions in Zapier, ensure that data passed from dynamically from another app matches one of the alternatives provided in the documentation or that is visible in the Zapier interface. Using options outside of these predefined choices may result in errors or unexpected outcomes.

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