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  1. Zapier Integration
  2. Triggers

Application Finished

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Last updated 1 year ago

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This trigger runs when an is finished by an end-user, regardless of whether the application is submitted online or by the client success manager.

It may take some time after the application has been finished before it has been processed by the insurance carrier.


Data Returned by the Trigger:

Field
Field Type
Example Value
Description

Event Message

Text

We just received a finished application from John Doe. The White Swan success manager for this case, Oscar Wilde, will now assist the client through the underwriting process.

Message detailing the event

Application Mode

Text

Online

Mode of application initiation (Online/Call)

Application Status

Text

Application Received

Current status of the application

Client Name

Text

John Doe

Full name of the client

Client Email

Text

johndoe@gmail.com

Email address of the client

Client Phone

Text

1234567890

Phone number of the client

ID of Plan Applied For

List

58928512x8025058, 528021281x90162081

List of IDs for the plans the client applied for

ID of Associated Plan Request

Text

108123x2550358

ID of the associated plan request

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