Pipedrive + White Swan
Create Pipedrive notes for new personal plans in White Swan
This Zap helps you easily stay on top of client activity through their White Swan powered insurance experience. It automatically creates a note in Pipedrive as soon as a new personal plan is generated in White Swan.
This Zap helps you easily stay on top of client activity through their White Swan powered insurance experience. It automatically creates a note in Pipedrive as soon as a new personal plan is generated in White Swan.
- When this happens...
New Personal PlanTriggers when one of your clients receive a personal plan.
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Create NoteCreates a new note.
ActionWriteCreate a new record or update an existing record in your app.
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- 14 day trial for premium features & apps
New Plan Change Request
Triggers when one of your referred clients submits a change request for a personal plan they've received.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Plan Request Finished
Triggers when someone finishes requesting a new personal plan through one of your accounts pages.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Personal Plan
Triggers when one of your clients receive a personal plan.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Plan Request Started
Triggers when someone starts requesting a new personal plan through one of your accounts pages.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Application Started
Triggers when someone starts an application for a personal plan that has been requested through one of your pages.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.ID of Plan Request(s) to Associate Information With
First Name
Middle Name
Last Name
Gender
Date of Birth
Country of Birth
State of Birth
Personal Phone
Workplace Phone
Email
Current Address
Insured is US Citizen/Permanent Resident?
Details on Citizenship (if not US citizen/resident)
Marital Status
Drivers License Number
Drivers License State
Drivers License Expiration Date
Social Security Number/Tax ID Number
Current Occupation
Current Employer
Number of Years at Current Job
Workplace Zip Code
Best Time to Call Intended Insured
Split Death Benefit Equally
Percentage of Death Benefit
Relationship to Insured
Type of Relationship (Other)
Legal Entity or Individual?
Name of Children/Grandchildren
Individual/Contact Person Name
Entity Name
Beneficiary SSN/EIN/TIN
Beneficiary Date of Birth
Beneficiary Phone Number
Same Address as Insured?
Address
Purpose of Insurance
Owner Same as Insured?
Is Owner Individual or Entity?
Owner Relationship to Insured Person
Owner Individual/Entity Name
Owner EIN/TIN
Owner Entity Contact Person
Owner Address
Owner Email
Owner Phone
Owner Date of Birth
Will Owner Pay Premiums With Income?
Source of Premium Payments
Owner Estimated Annual Income
Spouse of Owner Estimated Annual Income
Household Estimated Total Assets
Household Estimated Liquid Assets
Household Estimated Total Liabilities
Has Owner Declared Bankruptcy
Bankruptcy Details
Has Owner Been Discharged From Bankruptcy
Is Owner Subject to Backup Withholding?
Insurance Carrier
Current Death Benefit
Policy Type
Policy Number
Year Issued
Reason for Replacement
Plans to Terminate Existing Policies on Insured Person
Plans to Use Existing Policies to Fund New Policy
Opt for Temporary Insurance Coverage
Accumulation Goal (Variable Life Application Only)
Cash Access Timeline (Variable Life Application Only)
Normal Conditions Investment Expectations (Variable Life Application Only)
Poor Conditions Investment Expectations (Variable Life Application Only)
3 Year Investment Expectations (Variable Life Application Only)
3 Month Investment Expectations (Variable Life Application Only)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Client Email
ActionThis is an event a Zap performs.SearchFind existing data in your appRequest ID (Optional)
Account User Email (Optional)
Client Email (Optional)
ActionThis is an event a Zap performs.SearchFind existing data in your appUser Email
ActionThis is an event a Zap performs.SearchFind existing data in your app
New Note
Triggers when a new note is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planUpdated Organization
Triggers when an existing organization is updated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planPersonRequired
LabelRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SubjectRequired
Organization
Assign To
Person
Deal
Lead
Mark as done
Type
Use combined date and time field?
Duration
Free or Busy
Note
Public description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
File NameRequired
Deal
Person
Organization
Product
Activity ID
Note ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Person
Organization
Owner
Note
Pin Note to Lead?
Label
Expected Close Date
Lead Value
Lead Value Currency
Source Channel
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Owner
Address
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Code
Unit
Tax percentage
Is active?
Owner
Currency
Price
Cost
Overhead Cost
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
ProjectRequired
Description
Done
Due Date
Assignee
Parent Task
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DealRequired
Title
Status
Stage
Owner
Organization
Person
Value
Currency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Owner
Name
Address
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProjectRequired
Title
Project Board
Project Phase
Description
Status
Owner
Start Date
End Date
Deals
Organization
Person
Labels
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search for an Exact Match?
ActionThis is an event a Zap performs.SearchFind existing data in your appPerson
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch for an Exact Match?
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch for exact match
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Product(s)
Finds a product or products by name, ID, or product code (with line item support).
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch TermRequired
Exact Match?
Assignee
Project
Status
ActionThis is an event a Zap performs.SearchFind existing data in your appSubjectRequired
Search Type
Assign To
Type
Filter
Mark as done
Organization
Person
Deal
Lead
Use combined date and time field?
Duration
Free or Busy
Note
Public description
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundField to Search By
Term to search forRequired
Search for an Exact Match?
TitleRequired
Creation Date
Status
Stage
Stage Warning
Pipeline
Owner
Organization
Person
Probability
Expected Close Date
Value
Currency
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch for an Exact Match?
NameRequired
Owner
Address
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch termRequired
NameRequired
Code
Unit
Tax percentage
Is active?
Owner
Currency
Price
Cost
Overhead Cost
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
New Earnings Event
Triggers when a new earnings event is created for your White Swan account (credit from referring clients/other partners or payouts).
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Application for Plan Finished
Triggers when someone finishes an application for a personal plan that has been requested through one of your pages.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Plan Offered
Triggers when an insurance plan is offered from an insurer to a client you referred through one of your accounts pages.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Plan Delivered
Triggers when a plan offer is accepted, delivered, and put in-force for a client referred through one of your pages.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.NameRequired
EmailRequired
Phone Number
Intended Insured Name
Second Insured Name
Policy typeRequired
Main GoalRequired
Pre-fill Application with Pre-Fill ID
Case Associated Person (Email)
Resident StateRequired
Death Benefit NeedRequired
Intended Insured GenderRequired
Second Insured Gender
Intended Insured Date of BirthRequired
Second Insured Date of Birth
Intended Insured Health RatingRequired
Second Insured Health Rating
Intended Insured Heigh in FeetRequired
Intended Insured Heigh in InchesRequired
Second Insured Height in Feet
Second Insured Height in Inches
Intended Insured Weight in PoundsRequired
Second Insured Weight in Pounds
Intended Insured Tobacco UsageRequired
Second Insured Tobacco Usage
Intended Insured Marijuana/THC Usage
Second Insured Marijuana/THC Usage
Payment ScheduleRequired
Premium Budget
Paid Up Period
Term Life Coverage Period
Intended Owner Risk Profile
Expedited Products Preference
Term Life Convertability Preference
Riders
Room for Additional Future Premium
One-Time Deposit Amount
Account Type
Allocation Percentage
Custom Account Allocation
Uncapped Accounts Preference (Indexed Universal Life Only)
Fee Accounts Preference (Indexed Universal Life Only)
Planning For Retirement Income
Retirement Income Starting Age
Retirement Income Length in Years
Supplemental Term Amount
Supplemental Term Coverage Length
White Swan Follow Up
Who Receives Communications for Case
Plan Comment
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Name
Email
Phone Number
Intended Insured Name
Second Insured Name
Policy type
Main Goal
Embed URL
Turbo Request Mode (Skip Extras Section)
Pre-fill Application Data ID
Custom Success Page (URL)
Case Associated Person (Email)
Resident State
Death Benefit Need
Payment Schedule
Paid Up Period
Term Life Coverage Period
Premium Budget
Gender
Second Insured Gender
Health Rating
Second Insured Health Rating
Date of Birth
Second Insured Date of Birth
Insured Uses Tobacco/Nicotine
Second Insured Uses Tobacco/Nicotine
Insured Uses Marijuana/THC
Second Insured Uses Marijuana/THC
Insured Height in Feet
Insured Height in Inches
Second Insured Height in Feet
Second Insured Height in Inches
Insured Weight in Pounds
Second Insured Weight in Pounds
Risk Profile (Only Variable Universal Life)
Expedited Product Preference
Convertability Preference (Term life only)
Riders for the Plan
Supplemental Term Coverage Length
Supplemental Term Amount
Room for additional premium
One-Time Deposit Amount
Uncapped Account Preference (Only Indexed Universal Life)
Fee Account Preference (Only Indexed Universal Life)
Planned Retirement Income
Starting Age of Retirement Income
Years of Retirement Income
Custom Allocation Mix
Account Type
Allocation Percentage
White Swan Follow Up
Who Receives Communications for Case
Plan Comment
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.User Email
Client Email
Lookback Period in Days
ActionThis is an event a Zap performs.SearchFind existing data in your appPersonal Plan ID (Optional)
Account User Email (Optional)
Client Email (Optional)
ActionThis is an event a Zap performs.SearchFind existing data in your appNew Activity
Triggers when a new activity is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Deal
Triggers when a new deal is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Lead
Triggers when a lead is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Organization
Triggers when a new organization is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Person
Triggers when a new person is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Project
Triggers when a new project is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planFilter By
Field to Watch for Changes On
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.DealRequired
ProductRequired
PriceRequired
QuantityRequired
Discount
Discount Type
Comments
Enable product
Tax Method
Tax Percentage
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Creation Date
Status
Stage
Stage Warning
Pipeline
Owner
Organization
Person
Probability
Expected Close Date
Value
Currency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FollowerRequired
What to add follower to?Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ContentRequired
Deal
Pin note on specified deal?
Person
Pin note on specified person?
Organization
Pin note on specified organization?
Lead
Pin note on specified lead?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Owner
Organization
Email
Phone
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Project Template
Project BoardRequired
Project PhaseRequired
Description
Status
Owner
Start Date
End Date
Deals
Organization
Person
Labels
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ActivityRequired
Subject
Organization
Assign To
Person
Deal
Lead
Is Done?
Type
Use combined date and time field?
Duration
Free/Busy
Note
Public Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LeadRequired
Title
Owner
Organization
Person
Label
Expected Close Date
Lead Value
Lead Value Currency
Source Channel
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PersonRequired
Name
Owner
Organization
Email
Phone
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TaskRequired
Title
Project
Description
Done
Due Date
Assignee
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SubjectRequired
Search Type
Assigned To
Type
Filter
Status
ActionThis is an event a Zap performs.SearchFind existing data in your appField to Search By
Term to search forRequired
Search for an Exact Match?
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch for an Exact Match?
ActionThis is an event a Zap performs.SearchFind existing data in your appNote IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch for an Exact Match?
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch termRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appField to Search ByRequired
Search TermRequired
Exact Match
ActionThis is an event a Zap performs.SearchFind existing data in your appField to search byRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch for an Exact Match?
TitleRequired
Creation Date
Status
Stage
Stage Warning
Pipeline
Owner
Organization
Person
Probability
Expected Close Date
Value
Currency
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch for an Exact Match?
TitleRequired
Person
Organization
Owner
Note
Pin Note to Lead?
Label
Expected Close Date
Lead Value
Lead Value Currency
Source Channel
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch for exact match
NameRequired
Owner
Organization
Email
Phone
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundField to Search ByRequired
Search TermRequired
Exact Match
TitleRequired
Project Template
Project BoardRequired
Project PhaseRequired
Description
Status
Owner
Start Date
End Date
Deals
Organization
Person
Labels
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
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