Connect Cardtapp and OneLocal LocalReferrals to power AI-driven automation

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Choose a Trigger

Choose an Action

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Zapier makes it easy to integrate Cardtapp with OneLocal LocalReferrals - no code necessary. See how you can get setup in minutes.

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Tapper Created" from Cardtapp.

Add your action

An action happens after the trigger—such as "Enroll Advocate" in OneLocal LocalReferrals.

You’re connected!

Zapier seamlessly connects Cardtapp and OneLocal LocalReferrals, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

Tapper Created
Triggers when a new Tapper is created.
Trigger
Instant
Try It
- Name
  Required
- Phone
- Tags
- E-Mail
- Send Share
- Note
- Lead Source
- Cobranded With
Action
Write
New Referral
Triggers when a new referral is created.
Trigger
Polling
Try It
- Contact Name
  Required
- Mobile Phone
- Email
- Preferred Delivery Method
  Required
- Send Invite Message
- Choose Template
Action
Write
- Advocate Email
  Required
- Friend Name
- Friend Email
- Friend Mobile Phone
- Preferred Delivery Method
  Required
- Send Invite Message
Action
Write

Tapper Updated
Triggers when a new Tapper is updated.
Trigger
Instant
Try It
- Tapper External ID
  Required
Action
Search
- Name
- Email
  Required
- Mobile Phone
Action
Write
- Advocate Name
  Required
- Advocate Email
  Required
- Advocate Mobile Phone
- Friend Name
  Required
- Friend Email
  Required
- Friend Mobile Phone
- Set the service date to confirm the referral.
- Choose delay for granting the reward after the service date.
- Referral Notes
Action
Write

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect Cardtapp and OneLocal LocalReferrals to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your Cardtapp to OneLocal LocalReferrals integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Cardtapp

Retain customers, capture more referrals, and sell more with your own digital business card app from Cardtapp.

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Related categories

Marketing

About OneLocal LocalReferrals

LocalReferrals by OneLocal allows you to create a fully customized referral program so you can generate more business from your customers.