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Connect White Swan to Anthropic (Claude)

Use 2 documented White Swan triggers to run 2 documented Anthropic (Claude) actions.

2 source triggers
2 target actions
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Why Connect White Swan & Anthropic (Claude)?

Start with a White Swan event

Choose from 2 documented triggers, including New Earnings Event, New Personal Plan.

Run a Anthropic (Claude) action

Send the event into one of 2 documented actions, such as Chat, List Model Options.

Map and review the workflow

Choose the fields and conditions for the workflow, then test the result before activation.

Available Triggers & Actions

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White Swan

Triggers (2)

New Earnings Event

Emit new event when a new earnings event is created for your account, such as credits from client referrals or partner payouts.

polling
New Personal Plan

Emit new event when a customer creates a personal plan.

polling

Actions (4)

Create Pre-fill Info

Imports client data for pre-filling applications to enrich the user experience. See the documentation

Get Referred Clients Info

Retrieves information about clients referred from the user's White Swan account. See the documentation

List Client Email Options

Retrieves available options for the Client Email field.

Submit Complete Plan Request

Creates a new comprehensive quote request based on the information provided and generates the final quotation without further data requirements. See the documentation

Anthropic (Claude) logo

Anthropic (Claude)

Actions (2)

Chat

The Chat API. See the documentation

List Model Options

Retrieves available options for the Model field.

Integration Features

2 documented White Swan triggers
2 documented Anthropic (Claude) actions
Configurable field mapping
Conditional workflow steps
Execution monitoring

Capability Examples

White Swan trigger → Anthropic (Claude) action

Catalog example
White SwanWhite Swan

New Earnings Event

Anthropic (Claude)Anthropic (Claude)

Chat

How It Works

1

Connect Apps

Authenticate your White Swan and Anthropic (Claude) accounts

2

Choose a Trigger

Select a documented White Swan event

3

Choose an Action

Select the documented Anthropic (Claude) operation to run

Test and Review

Verify field mapping and provider responses before activation

Frequently Asked Questions

Integration Benefits

Trigger-driven Workflows

Start the supported direction from one of 2 documented White Swan triggers.

Automated Actions

Run one of 2 documented Anthropic (Claude) actions after the selected trigger fires.

Provider Authentication

Review the authentication requirements published by each provider before activating the workflow.

Guided Configuration

Select a documented trigger, choose a target action, and map the fields required by the workflow.

Field Mapping

Map the fields exposed by the selected trigger and action, then review the required provider inputs.

Execution Review

Test the workflow and review provider responses before relying on it in production.

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All White Swan Integrations

Explore all available White Swan connections

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All Anthropic (Claude) Integrations

Explore all available Anthropic (Claude) connections

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