Create integrations between Paperform and White Swan to automate any workflow
How Zapier works
Zapier lets you build automated workflows between two or more apps—no code necessary. These workflows are called Zaps, and this is how they work.
A trigger is where automation begins
Now it's time for action
And that's it! You've just created a Zap.
Connect your tools and unlock the power of automation
With Zapier's 6,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
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Try ItNew Earnings Event
Triggers when a new earnings event is created for your White Swan account (credit from referring clients/other partners or payouts).
Try ItApplication for Plan Finished
Triggers when someone finishes an application for a personal plan that has been requested through one of your pages.
Try ItNew Plan Offered
Triggers when an insurance plan is offered from an insurer to a client you referred through one of your accounts pages.
Try It
New Plan Change Request
Triggers when one of your referred clients submits a change request for a personal plan they've received.
Try ItNew Plan Request Finished
Triggers when someone finishes requesting a new personal plan through one of your accounts pages.
Try ItNew Personal Plan
Triggers when one of your clients receive a personal plan.
Try ItNew Plan Request Started
Triggers when someone starts requesting a new personal plan through one of your accounts pages.
Try It