Better Agency + GeniusReferrals Integrations
How to connect Better Agency + GeniusReferrals
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New Contact AddedTriggers when a new contact is added in Better Agency.Trigger- New Note CreatedTriggers when new note created.Trigger
- New Tag Added to ContactTriggers when a new tag is added to a contact.Trigger
- New Task CreatedTriggers when new task created.Trigger
- Opportunity Stage MoveTriggers when an opportunity is moved into a specific stage.Trigger
- Renewal Pipeline Stage MoveTriggers when a renewal pipeline opportunity is moved into a specific stage.Trigger
- Service Pipeline Stage MoveTriggers when an Service Pipeline opportunity is moved into a specific stage.Trigger
- Create Service RequestCreate Service Request and claim.Action
- Better Agency
Client Form to create update a client
Scheduled
Action
- Better Agency
Prospect Form to create update a prospect
Scheduled
Action
- GeniusReferrals
Tiggers when a new account is created.
Scheduled
Trigger
- GeniusReferrals
Triggers when a new advocate is created.
Scheduled
Trigger
- GeniusReferrals
Triggers when a new bonus is created.
Scheduled
Trigger
- GeniusReferrals
Triggers when a new member (advocate, referral, or lead) is created.
Scheduled
Trigger
- GeniusReferrals
Triggers when a new payout request is created.
Scheduled
Trigger
- GeniusReferrals
Triggers when a new referral is created.
Scheduled
Trigger
- GeniusReferrals
Add a manual bonus to a member.
Scheduled
Action
- GeniusReferrals
Creates a member in the Genius Referrals platform.
Scheduled
Action
- GeniusReferrals
Creates a Payout Request to redeem members' bonuses. Bonuses can be redeemed as PayPal cash, E-Gift Cards, Vouchers, Products, Account Credit, and Shopify Discount Codes.
Scheduled
Action
- GeniusReferrals
Process the referral and attempts to reward the advocate taking into account the rules defined in your campaign. All restrictions set on the campaign will be checked before triggering bonuses.
Scheduled
Action
- GeniusReferrals
Redeems a Payout Request. After the Payout Request is created you can redeem it using this action. This will deduct the amount of the member's unclaimed balance and move the request to the Completed status.
Scheduled
Action
- GeniusReferrals
Updates a bonus in the Genius Referrals platform.
Scheduled
Action
- GeniusReferrals
Updates a member in the Genius Referrals platform.
Scheduled
Action
- GeniusReferrals
Finds an existing member by email address.
Scheduled
Action
- GeniusReferrals
Finds the advocate's share links.
Scheduled
Action
- GeniusReferrals
Finds an existing member by email address.
Scheduled
Action
How Better Agency + GeniusReferrals Integrations Work
- Step 1: Authenticate Better Agency and GeniusReferrals.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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