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 CompletedTriggers when an appointment is completed.
- automatically do this!Update ReferralUpdate a referral.
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More things you can do with Boulevard and Referral Rock
Discover other triggers and actions you can use with Boulevard and Referral Rock
- Appointment Cancelled
Triggers when an appointment is cancelled.
Try ItTriggerInstant - New Appointment
Triggers when an appointment is created.
Try ItTriggerInstant - New Client
Triggers when a new client is created.
Try ItTriggerInstant - Entity Tags Added
New tags were added to a taggable entity
Try ItTriggerInstant
- Appointment Completed
Triggers when an appointment is completed.
Try ItTriggerInstant - Appointment Rescheduled
Triggers when an appointment is rescheduled.
Try ItTriggerInstant - Client Updated
Triggers when an existing client is updated.
Try ItTriggerInstant - Entity Tags Removed
Tags were removed from a taggable entity
Try ItTriggerInstant




