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.
Input (Search) Fields:
| Field Name | Field Type | Example Value | Description |
|---|---|---|---|
Client Email | Text | john@doe.com | 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. |
Referred Client Email | alice.johnson@example.com | 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. |
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