White Swan SMS Integration
Yes - Mobile Message does integrate with White Swan!
Send an SMS when an application starts, a plan is offered or a plan is delivered. A text can confirm receipt, explain the next step or acknowledge that cover has been put in force. Mobile Message can also create a contact from a White Swan event when the client details include a suitable mobile number. If an inbound SMS should start a plan request, Mobile Message can trigger White Swan Start a Plan Request and pass the required information.
The workflow is configured through Zapier and remains one-directional for each Zap. It does not make White Swan and Mobile Message share a live record. Select the event, map the client fields and choose the message or plan-request action that suits your process.
A Zapier account and subscription is required for this integration.
Please view Zapier's pricing page for further information.
What you can automate
Connect White Swan and Mobile Message through Zapier and these run on their own, with no code and no developer.
Bulk SMS at 1.6¢ per SMS
Exceptional SMS pricing starting at just 1.6¢ per message with your first purchase, offering great value without compromising on quality.
100% Direct Delivery - Guaranteed
We don't route your messages offshore, like some bulk SMS providers. We deliver 100% of messages directly to Australian mobile carriers, for the fastest, most reliable delivery.
FREE Dedicated Number
Get a dedicated vitrual number to send and receive SMS messages, at no extra cost! Perfect for two-way SMS messaging.
Everything White Swan supports on Zapier
Any of these can start or complete an SMS automation with Mobile Message.
Triggers 9
- Application for Plan Finished — Triggers when someone finishes an application for a personal plan that has been requested through one of your pages.
- New Application Started — Triggers when someone starts an application for a personal plan that has been requested through one of your pages.
- New Earnings Event — Triggers when a new earnings event is created for your White Swan account (credit from referring clients/other partners or payouts).
- New Personal Plan — Triggers when one of your clients receive a personal plan.
- New Plan Change Request — Triggers when one of your referred clients submits a change request for a personal plan they've received.
- New Plan Delivered — Triggers when a plan offer is accepted, delivered, and put in-force for a client referred through one of your pages.
- New Plan Offered — Triggers when an insurance plan is offered from an insurer to a client you referred through one of your accounts pages.
- New Plan Request Finished — Triggers when someone finishes requesting a new personal plan through one of your accounts pages.
Show all 9 triggers
- New Plan Request Started — Triggers when someone starts requesting a new personal plan through one of your accounts pages.
Actions 3
- Create Pre-Fill Information — This action imports data about a client that can be used to pre-fill applications and improve user experience.
- Start a Plan Request — This action will create a new plan request with information you provide, and will return a URL to complete the request. Any questions that covers information you have provided will be skipped when using your returned URL.
- Submit a Complete Plan Request — This action will create a new complete quote request with information you provide. This action requires more data points than the action that starts a new plan request, and won't return a URL to fill information that wasn't submitted with this action.
Everything Your Integration Needs
Easy-to-Use Integration
Our SMS platform is simple to integrate with your existing application.
Custom Sender IDs
Personalise your messages with a branded sender name, improving trust and engagement with your audience.
Real-Time Delivery Receipts
Track your message statuses in real time, ensuring complete transparency and campaign effectiveness.
Inbound SMS Handling
Receive replies and incoming messages directly into your app for seamless two-way communication.
White Swan + SMS: common questions
Can White Swan text a client when an application starts?
Yes. New Application Started can trigger Mobile Message Send SMS. Use the client details supplied by White Swan to explain the next step in the application process.
Can a delivered White Swan plan send an SMS?
Yes. New Plan Delivered can start a Zap with Mobile Message Send SMS. The message can confirm that the plan has been delivered using the available event fields.
How do I connect White Swan applications to Mobile Message?
Use White Swan, Mobile Message and Zapier accounts. Choose a White Swan trigger or Mobile Message Inbound SMS Received, add the matching action and map the required fields. No code is needed.
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