# New Plan Request Started

This trigger runs each time an end-user initiates a request for a personal plan through a [page](https://docs.whiteswan.io/partner-knowledge-base/platform-overview/using-the-platform/page-types-overview) or a [custom case](https://docs.whiteswan.io/partner-knowledge-base/platform-overview/using-the-platform/custom-cases) via your White Swan account.

{% hint style="info" %}
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](https://docs.whiteswan.io/partner-knowledge-base/platform-overview/client-experience).
{% endhint %}

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**Data Returned by the Trigger:**

<table data-full-width="true"><thead><tr><th>Field Name</th><th>Field Type</th><th>Example Value</th><th>Description</th></tr></thead><tbody><tr><td>Event Message</td><td>Text</td><td>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</td><td>A message providing an overview of the new plan request</td></tr><tr><td>Client Full Name</td><td>Text</td><td>John Doe</td><td>Full name of the client</td></tr><tr><td>Client First Name</td><td>Text</td><td>John</td><td>First name of the client</td></tr><tr><td>Client Last Name</td><td>Text</td><td>Doe</td><td>Last name of the client</td></tr><tr><td>Client Email</td><td>Text</td><td><a href="mailto:johndoe@gmail.com">johndoe@gmail.com</a></td><td>Email address of the client</td></tr><tr><td>Client Phone Number</td><td>Text</td><td>1234567890</td><td>Phone number of the client</td></tr><tr><td>Request Policy Type</td><td>Text</td><td>Variable Universal Life</td><td>Type of policy requested</td></tr><tr><td>Request Main Goal</td><td>Text</td><td>Accumulation</td><td>Main goal of the request</td></tr><tr><td>Request ID</td><td>Text</td><td>215708652x41096812345</td><td>Unique identifier for the request</td></tr><tr><td>Request Source Page</td><td>Text</td><td>Variable Universal Life Page</td><td>Page from which the request originated</td></tr></tbody></table>


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# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://docs.whiteswan.io/partner-knowledge-base/zapier-integration/triggers/new-plan-request-started.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.