Better Agency + Referral Rock Integrations
How to connect Better Agency + Referral Rock
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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
- Referral Rock
Triggers when a new member signs up.
Instant
Trigger
- Referral Rock
Triggers when a new referral is created.
Instant
Trigger
- Referral Rock
Triggers when a new reward is created.
Instant
Trigger
- Referral Rock
Triggers when a member is updated.
Instant
Trigger
- Referral Rock
Triggers when a referral is updated.
Instant
Trigger
- Referral Rock
Triggers when a reward is updated.
Instant
Trigger
- Referral Rock
Add a new member to a referral program.
Scheduled
Action
- Referral Rock
Adds a new potential invite.
Scheduled
Action
- Referral Rock
Adds a new referral from a member.
Scheduled
Action
- Referral Rock
Creates a new Referral Action to be used for processing new recurring rewards.
Scheduled
Action
- Referral Rock
Update a referral.
Scheduled
Action
- Referral Rock
Add email to unsubscribe list.
Scheduled
Action
- Referral Rock
Find a member.
Scheduled
Action
- Referral Rock
Find a program.
Scheduled
Action
- Referral Rock
Find a Referral by Referral ID, Email Address or External ID.
Scheduled
Action
- Referral Rock
Find or Add Referral
Scheduled
Action
How Better Agency + Referral Rock Integrations Work
- Step 1: Authenticate Better Agency and Referral Rock.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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