Clientify + GeniusReferrals
Issue rewards on Genius Referrals for new tags added to Clientify contacts
Want a simple way to issue rewards on Genius Referrals? Rather than triggering conversions manually or via API, use Zapier to issue Genius Referrals bonuses automatically when you add a new tag to your contact on Clientify. By default, this template will run for the "won" tag, though you can modify that to suit your needs.
Want a simple way to issue rewards on Genius Referrals? Rather than triggering conversions manually or via API, use Zapier to issue Genius Referrals bonuses automatically when you add a new tag to your contact on Clientify. By default, this template will run for the "won" tag, though you can modify that to suit your needs.
- When this happens...Tag Added to Contact
Triggers when a tag is added to a contact
- automatically do this...Find Member
Finds an existing member by email address.
- then do this!Process Referral to Trigger Bonuses
Process the referral and attempts to reward the advocate taking into account the rules defined in your campaign. All restrictions set on the campaign will be checked before triggering bonuses.
- Free forever for core features
- 14 day trial for premium features & apps
TagRequired
Try ItNew Contact
Triggers when a new contact is created.
Try ItNew Task
Triggers when a new task is created in clientify.
Try ItFirst Name
Last Name
Full Name
Title
Company name
Contact Type
Contact Source
Street
City
State
Country
Postal Code
email
Phone number
Tags
Custom Fields
Picture URL
Taxpayer Identification Number
Contact status
website
LinkedIn Url
Contact owner
Autoassignment owner
GDPR Acceptance Date
Visitor Key
Description
New Company
Triggers when a new company is created in clientify.
Try ItNew Deal
Triggers when a new deal is created in Clientify.
Try ItContactRequired
Abandoned Date
Cart IdRequired
E-commerce
Shop Name
Order UrlRequired
CurrencyRequired
Name
Description
Category
SKU
Image Url
Item Url
PriceRequired
QuantityRequired
DiscountRequired
Deal nameRequired
Deal amountRequired
Pipeline Stage
Expected Close Date
Deal Custom Fields
Contact API URL
Deal Owner
