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  1. Zapier Integration
  2. Triggers

New Earnings Event

PreviousNew Plan DeliveredNextCreate Actions

Last updated 1 year ago

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This trigger runs when a new earnings event occurs in your White Swan account. The events can either be for payments made to you or amounts credited to your account.

Earnings events with the Earnings Event value "Paid Compensation" signifies payments made to you and should be treated differently than events with the Earnings Event value "Closed Case" or "Referred Partner Earning". Learn more in our .


Data Returned by the Trigger:

Field
Field Type
Example Value
Description

Event Message

Text

We just recorded another earnings event, Case Closed, for your White Swan account...

Message detailing the event

Earnings Event

Text

Case Closed

Type of earnings event

Referred Partner Name

Text

Acme Inc

Name of the referred partner

Associated Plan Request ID

Text

1670721365811x149164079586738180

ID of the associated plan request

Referred Client Name

Text

John Doe

Name of the referred client

Referred Client Email

Text

john@doe.com

Email of the referred client

Referred Client Phone Number

Text

1234567890

Phone number of the referred client

Amount Credited

Number

5000

Amount credited to your account

Associated Account User

Text

Jane Doe

Name of the associated account user

Company Credited

Text

Doe Services Inc

Name of the credited company

Payout Invoice PDF

Text

https://s3.amazonaws.com/appforest_uf/f1676518836050x2330177020/doe-services-invoice-4.pdf

Link to the payout invoice PDF

⚡
Example Use Case of Integrating With Accounting/Payroll Tools