Commerce · 2 triggers · 4 actions
White Swan’s digital platform and expert advisors makes it easy to get your clients any type of life insurance solution with the highest best-interest standards and most convenient experience. Add White Swan to your Stream Deck workflows with guided setup for the connection details it needs.
Add White Swan to a workflow and pair it with a Stream Deck button to run it in one press — handy for commerce tasks. Combine it with OBS, your Elgato tools, or any other app you connect to build a routine that fits how you work.
Browse all templatesEvents that start your workflow automatically.
Emit new event when a customer creates a personal plan.
Emit new event when a new earnings event is created for your account, such as credits from client referrals or partner payouts.
White Swan’s digital platform and expert advisors makes it easy to get your clients any type of life insurance solution with the highest best-interest standards and most convenient experience.
Create your Conductor Deck account: no credit card required.
Follow the setup prompts for White Swan. Conductor Deck handles the app authorization or required connection details inside the workflow builder.
Add a White Swan action to your visual workflow canvas. Configure the options you need, then connect it to other steps.
Sync your workflow to a Stream Deck button, or skip the button: White Swan triggers can start it automatically when events happen.
Sign up for free and start building White Swan workflows in minutes.