Referred Client(s)

This action retrieves information about end-user(s) you've referred to the White Swan.

The IDs returned by this action can be used in other Search Actions to retrieve further information about Plan Request(s) or Personal Plan(s) associated with a given client.

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Input (Search) Fields:

Field Name	Field Type	Example Value	Description
Client Email	Text	[e-mail]	This input can optionally be used to get information about a specific client.

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Output Fields:

Field Name	Example Value	Description
Referred Client Name	Alice Johnson	The name of the referred client.
Referred Client Email	[e-mail]	The email address of the referred client.
Account User Referring Client	Alex Johnson	The name of the user on your White Swan account who referred the client.
Referred Client Associated Plan Request IDs	1234567890x0987654321	The ID of the plan request(s) associated with the referred client.
Referred Client Associated Personal Plan IDs	1234567890x1122334455	The ID of the personal plan(s) associated with the referred client.