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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

Overview of Zapier Integration

PreviousUsing Embed + API/ZapierNextQuick Start Guide

Last updated 1 year ago

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Zapier is a powerful tool that bridges the gap between White Swan and a vast ecosystem of more than 6,000 business applications. With Zapier, you can effortlessly integrate White Swan into your existing workflows in minutes, with minimal technical skills.


Why Use Zapier with White Swan?

  • Seamless Integration: Connect White Swan with a multitude of business tools and apps without the need for coding.

  • Automate Workflows: Create automations between White Swan and other tools your business utilizes, streamlining operations and enhancing efficiency.


Categories and Examples of Apps You Can Integrate With:

  • CRMs: eg. Salesforce, Hubspot, Pipedrive

  • Accounting/Payroll Tools: eg. Quickbooks, Xero, Trinet Zenefits

  • Marketing Platforms: eg. Mailchimp, Facebook, Clickfunnels

  • Business Intelligence/Analytics Tools: eg. Google Analytics, Airtable, Geckoboard

  • App/Website Builders: eg. Bubble.io, Webflow, Adalo

  • AI Tools: eg. ChatGPT, Jasper, Synthesia

...And many more!


What Does Our Zapier Integration Entail?

  1. : These are initiated by various events in your White Swan account. They pass along data, enabling you to automate actions in other apps.

  2. Actions: These either in your White Swan account or . Actions can be automated based on any trigger or even on a set schedule.


What's Covered in This Section? In the subsequent pages, we'll delve into:


Zapier and White Swan's API: Zapier leverages White Swan's Public API, offering a user-friendly, no-code approach to connect our API with a plethora of other applications.

.

.

An in-depth look at available , , and .

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While Zapier offers a convenient solution for non-technical users, those who prefer can build integrations and automations with our API directly. .

⚡
See all apps here
Triggers
create a new thing
retrieve information about thing(s)
How to kickstart your integration journey
A showcase of example use cases
triggers
create actions
search actions
A brief guide on leveraging ChatGPT to draft Zapier automations
Learn more about our Public API