ClickUp + Referral Rock
Create tasks in ClickUp for new referrals in Referral Rock
Maximize your productivity and streamline your workflow with this easy-to-use automation. When a new referral takes place in Referral Rock, a task will be swiftly created in ClickUp, allowing you to keep track of all your referrals without hassle. Simplify your process and ensure no referral goes unanswered. This workflow eliminates the need for constant monitoring, saving you time and enhancing the efficiency of your referral system.
Maximize your productivity and streamline your workflow with this easy-to-use automation. When a new referral takes place in Referral Rock, a task will be swiftly created in ClickUp, allowing you to keep track of all your referrals without hassle. Simplify your process and ensure no referral goes unanswered. This workflow eliminates the need for constant monitoring, saving you time and enhancing the efficiency of your referral system.
- When this happens...New Referral
Triggers when a new referral is created.
- automatically do this!Create Task
Creates a new task.
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New Member
Triggers when a new member signs up.
Try ItNew Reward
Triggers when a new reward is created.
Try ItUpdated Referral
Triggers when a referral is updated.
Try ItFirst 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
Address Line 1
Address Line 2
City
Region
Postal Code
Country
Recruiter Assigned Id
New Referral
Triggers when a new referral is created.
Try ItUpdated Member
Triggers when a member is updated.
Try ItProgramRequired
First NameRequired
EmailRequired
Last Name
Referral Code
Phone Number
Date of Birth
Address Line
Address Line 2
City
Region
Country
Postal Code
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
Recruiter Source Id
Recruiter Assigned Id
Amount
Referral Query
Program Query
Name
External Identifier
