Triggers

Triggers play an important role in the world of automation. They act as the initial spark that sets off a sequence of actions, allowing you to automate processes based on specific events associated with your White Swan account.

Understanding Triggers:

• Triggers initiate Zaps, which are the automations you create on Zapier.

• They correspond to specific events tied to your account.

• For those with a technical inclination, triggers can also be accessed through our API webhooks. Doing this offers a more hands-on approach to interacting with them.

Each of the following pages delves into the details of each trigger, providing information on the data points they pass along:

• New Plan Request Started

• Plan Request Finished

• New Personal Plan

• New Change Request

• New Application Started

• Application Finished

• New Plan Offer

• New Plan Delivered

• New Earnings Event

By understanding and effectively utilizing these triggers, you can craft an automated workflow that enhances both your operational efficiency and the end-user experience.