Referred Client(s)
This action retrieves information about end-user(s) you've referred to the White Swan.
Input (Search) Fields:
Field Name
Field Type
Example Value
Description
Client Email
Text
This input can optionally be used to get information about a specific client.
Output Fields:
Field Name
Example Value
Description
Referred Client Name
Alice Johnson
The name 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.
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