Search Actions

Search actions are used to fetch information from White Swan, which you can use in automations with other apps. These actions can be employed in conjunction with other triggers or on a recurring schedule. They can also be integrated into multi-step zaps to retrieve information and utilize it in another app.

Plan Requests, Personal Plans, and Earnings Events can also be accessed as triggers. These triggers can initiate Zaps that run as soon as a new object becomes available.

Available Search Actions:

• Plan Request(s): This action provides information about Plan Requests and allows you to search based on ID, Client Email, and Associated Account User Email.

• Personal Plan(s): This action provides information about Personal Plans and allows you to search based on ID, Client Email, and Associated Account User Email.

• Referred Client(s): This action provides information about Referred Clients and allows you to search based on Client Email.

• Account User(s): This action provides information about Users on Your White Swan account and allows you to search based on User Email.

• Earnings Event(s): This action 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.

Using inputs to search for specific items is optional. Empty search inputs will return a list of items.

By harnessing the power of search actions, you can seamlessly integrate White Swan's capabilities into your workflow, enhancing efficiency and user experience.