ClickUp + Referral Rock
Create tasks in ClickUp for new members in Referral Rock
Effortlessly manage your increasing membership with a unique workflow. When a new member joins via Referral Rock, this setup will immediately create a task in ClickUp for streamlined member management. Enhance your administrative efficiency and never miss out on acknowledging a new member ever again.
Effortlessly manage your increasing membership with a unique workflow. When a new member joins via Referral Rock, this setup will immediately create a task in ClickUp for streamlined member management. Enhance your administrative efficiency and never miss out on acknowledging a new member ever again.
- When this happens...New Member
Triggers when a new member signs up.
- automatically do this!Create Task
Creates a new task.
- Free forever for core features
- 14 day trial for premium features & apps
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 NameRequired
EmailRequired
Contact TypeRequired
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
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
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
