Boulevard + Referral Rock

Update Referral Rock referrals upon completed Boulevard appointments

Effortlessly keep track of your successful client referrals using this convenient workflow between Boulevard and Referral Rock. When an appointment is completed in Boulevard, this automation updates the referral information in Referral Rock, ensuring your referral program stays up-to-date and organized. Enhance your customer relationships while saving time on manual data entry tasks.

When this happens...
Appointment Completed
Triggers when an appointment is completed.
TriggerInstant
automatically do this!
Update Referral
Update a referral.
ActionWrite

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Supported triggers and actions

What does this mean?

Appointment Cancelled
Triggers when an appointment is cancelled.
Trigger
Instant
Try It
New Appointment
Triggers when an appointment is created.
Trigger
Instant
Try It
New Client
Triggers when a new client is created.
Trigger
Instant
Try It
Entity Tags Added
New tags were added to a taggable entity
Trigger
Instant
Try It
Order Completed
Triggers when an order is closed.
Trigger
Instant
Try It

- First nameRequired
- Last name
- Email
- Phone number
- External ID
Action
Write
- Staff IDRequired
- Location IDRequired
- Start TimeRequired
- DurationRequired
- ReasonRequired
- Title
Action
Write

- Appointment IdRequired
- Note
- State
Action
Write
- Appointment ID
Action
Search
- External ID
Action
Search
- Order IDRequired
Action
Search
New Referral
Triggers when a new referral is created.
Trigger
Instant
Try It
Updated Member
Triggers when a member is updated.
Trigger
Instant
Try It
- ProgramRequired
- First NameRequired
- EmailRequired
- Last Name
- Address Line
- Address Line 2
- Referral Code
- Phone Number
- Date of Birth
- City
- Country Subdivision
- Country
- Postal Code
- Password
- External Id
- Disabled Flag
- Custom Override URL
- Custom Option 1 Name
- Custom Option 1 Value
- Custom Text 1 Name
- Custom Text 1 Value
- Custom Text 2 Name
- Custom Text 2 Value
- Send Registration Email
- Payout Type
- Payout Use Default Values
- Payout Email
Action
Write
- First NameRequired
- Last Name
- EmailRequired
- Referral CodeRequired
- Amount
- Company Name
- Phone Number
- Note
- Public Note
- External Id
- Preferred Form of Contact
- Custom Option 1 Name
- Custom Option 2 Name
- Custom Text 1 Name
- Custom Text 2 Name
- Custom Text 3 Name
- Custom Option 1 Value
- Custom Option 2 Value
- Custom Text 1 Value
- Custom Text 2 Value
- Custom Text 3 Value
Action
Write
- ReferralRequired
- Program
- Amount
- Status
- First Name
- Last Name
- Phone Number
- Email
- Company Name
- Public Note
- Note
- Preferred Contant
- External Identifier
- Custom Option 1 Name
- Custom Option 2 Name
- Custom Text 1 Name
- Custom Text 2 Name
- Custom Text 3 Name
- Custom Option 1 Value
- Custom Option 2 Value
- Custom Text 1 Value
- Custom Text 2 Value
- Custom Text 3 Value
Action
Write
- Query
Action
Search
- Email
- Referral Id
- External Id
Action
Search

Appointment Completed
Triggers when an appointment is completed.
Trigger
Instant
Try It
Appointment Rescheduled
Triggers when an appointment is rescheduled.
Trigger
Instant
Try It
Client Updated
Triggers when an existing client is updated.
Trigger
Instant
Try It
Entity Tags Removed
Tags were removed from a taggable entity
Trigger
Instant
Try It
- The ID of the Appointment or Client to be taggedRequired
- Tag IdRequired
Action
Write
- Client IDRequired
- TextRequired
Action
Write
- Staff IDRequired
- Location IDRequired
- Start TimeRequired
Action
Write
- Client IDRequired
- First name
- Last name
- Email
- Phone number
- External ID
Action
Write
- Email
Action
Search
- Client ID
Action
Search
New Member
Triggers when a new member signs up.
Trigger
Instant
Try It
New Reward
Triggers when a new reward is created.
Trigger
Instant
Try It
Updated Referral
Triggers when a referral is updated.
Trigger
Instant
Try It
- First NameRequired
- Last NameRequired
- EmailRequired
- Contact TypeRequired
Action
Write
- Amount
- Referral Query
- Program Query
- Name
- External Identifier
Action
Write
- EmailRequired
Action
Write
- Program NameRequired
Action
Search
- EmailRequired
- Referral Id
- External Id
- First NameRequired
- Last Name
- Referral CodeRequired
- Amount
- Company Name
- Phone Number
- Note
- Public Note
- External Id
- Preferred Form of Contact
- Custom Option 1 Name
- Custom Option 2 Name
- Custom Text 1 Name
- Custom Text 2 Name
- Custom Text 3 Name
- Custom Option 1 Value
- Custom Option 2 Value
- Custom Text 1 Value
- Custom Text 2 Value
- Custom Text 3 Value
Action
Search or write

About Boulevard

Boulevard is the first client experience platform purpose-built to accelerate sales and eliminate stress for self-care, appointment-based businesses.

Learn more Help

Related categories

Scheduling & Booking

About Referral Rock

Referral Rock helps businesses to design, track and manage referral programs.

Learn more Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

PRODUCTS

CAPABILITIES

By team

Boulevard + Referral Rock

Update Referral Rock referrals upon completed Boulevard appointments

Appointment Cancelled

New Appointment

New Client

Entity Tags Added

Order Completed

Create Client

Last name

Email

Phone number

External ID

Create Timeblock

Staff IDRequired

Location IDRequired

Start TimeRequired

DurationRequired

ReasonRequired

Title

Update Appointment

Appointment IdRequired

Note

State

Find Appointment

Appointment ID

Find Client by External ID

External ID

Find Order by ID

Order IDRequired

New Referral

Updated Member

Add Member

ProgramRequired

First NameRequired

EmailRequired

Last Name

Address Line

Address Line 2

Referral Code

Phone Number

Date of Birth

City

Country Subdivision

Country

Postal Code

Password

External Id

Disabled Flag

Custom Override URL

Custom Option 1 Name

Custom Option 1 Value

Custom Text 1 Name

Custom Text 1 Value

Custom Text 2 Name

Custom Text 2 Value

Send Registration Email

Payout Type

Payout Use Default Values

Payout Email

Add Referral

First NameRequired

Last Name

EmailRequired

Referral CodeRequired

Amount

Company Name

Phone Number

Note

Public Note

External Id

Preferred Form of Contact

Custom Option 1 Name

Custom Option 2 Name

Custom Text 1 Name

Custom Text 2 Name

Custom Text 3 Name

Custom Option 1 Value