New Plan Request Started

This trigger runs each time an end-user initiates a request for a personal plan through a page or a custom case via your White Swan account.

For capturing new leads through your White Swan account, this is the best trigger to use, as it is the earliest trigger in the end-user experience.

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Data Returned by the Trigger:

Field Name	Field Type	Example Value	Description
Event Message	Text	John Doe just started a personal plan request for a Variable Universal Life Accumulation plan through one of your White Swan pages. View the request internally at https://app.whiteswan.io/partner_case/john-doe	A message providing an overview of the new plan request
Client Full Name	Text	John Doe	Full name of the client
Client First Name	Text	John	First name of the client
Client Last Name	Text	Doe	Last name of the client
Client Email	Text	[e-mail]	Email address of the client
Client Phone Number	Text	1234567890	Phone number of the client
Request Policy Type	Text	Variable Universal Life	Type of policy requested
Request Main Goal	Text	Accumulation	Main goal of the request
Request ID	Text	215708652x41096812345	Unique identifier for the request
Request Source Page	Text	Variable Universal Life Page	Page from which the request originated