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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
  2. Search Actions

Account User(s)

PreviousReferred Client(s)NextEarnings Event(s)

Last updated 1 year ago

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This action retrieves information about user(s) in your White Swan account. This does not include .

A White Swan for partners account allows you an unlimited amount of account users for free and offers permission control functions to manage your team.


Input (Search) Fields:

Field Name
Field Type
Example Value
Description

User Email

Text

john.doe@example.com

Optionally, you can get a specific user by specifying their email here.


Output Fields:

Field Name
Field Type
Example Value
Description

User Name

Text

John Doe

The name of the account user.

User Email

Text

john.doe@example.com

The email address of the account user.

User Permission Level

Text

Admin

The permission level assigned to the account user.

Referred Clients

Line Item(s)

-

Details of clients referred by the account user.

-Full Name

Text

Alice Johnson

The name of the client referred by the account user.

-Email

Text

alice.johnson@example.com

The email address of the client referred by the account user.

-Associated Request(s) ID

List

1234567890x0987654321

The ID of the plan request(s) associated with the referred client.

-Associated Plan(s) ID

List

1234567890x1122334455

The ID of the personal plan(s) associated with the referred client.

Referred Partners

Line Item(s)

-

Details of other partners referred by the account user.

-Partner Name

Text

Sample Bank

The name of other partners referred by the account user.

-Count of Requests

Number

5

The number of requests associated with the other partner referred by the account user.

-Count of Issued Policies

Number

2

The number of issued policies associated with the other partner referred by the account user.

Total Amount Credited for User Associated Referrals

Number

10000

The total amount credited to the account user for their associated end-user and client referrals.

⚡
Referred Clients