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.
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 | johndoe@gmail.com | 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 |
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