New Application Started

This trigger runs when an end-user starts a new application for a personal plan, either by starting to fill out an online application or by scheduling a call with their client success manager.

Application can be initiated in two ways: either online or by scheduling a call. The trigger will provide details on the mode of application initiation.

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Data Returned by the Trigger:

Field	Field Type	Example Value	Description
Event Message	Text	John Doe just started a new online application for their White Swan Variable Universal Life Accumulation plan from Nationwide.	Message detailing the event
Application Mode	Text	Online	Mode of application initiation (Online/Call)
Application Status	Text	Application Started	Current status of the application
Client Full Name	Text	John Doe	Full name of the client
Client Email	Text	[e-mail]	Email address of the client
Client Phone Number	Text	1234567890	Phone number of the client
ID of Applied For Plan	List	28512x36058, 1283651x2013681	List of IDs for the plans the client applied for
ID of Associated Plan Request	Text	108123x2550358	ID of the associated plan request