New Plan Delivered

This trigger runs when an offer has been accepted by a client and arrangements have been made to activate the plan. This includes processes such as signing paperwork and setting up payments.

The work involved in the delivery process is managed by the client success manager. After the policy has been delivered, it will start to generate earnings if you've activated earnings for your White Swan account.

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Data Returned by the Trigger:

Field	Field Type	Example Value	Description
Event Message	Text	We just delivered a plan for your referral John Doe...	Message detailing the event
Plan Status	Text	Policy Delivered & In-Force	Status of the plan
Client Full Name	Text	John Doe	Name of the client
Client Email	Text	[e-mail]	Email address of the client
Client Phone Number	Text	1234567890	Phone number of the client
Plan ID	Text	130981250891	Unique identifier for the plan
Original Request ID	Text	132590815	ID of the original plan request