Microsoft Excel + Referral Rock
Add new Referral Rock members to a Microsoft Excel table as rows
Stay ahead and organized with this simple, time-saving workflow. Whenever you have a new member in Referral Rock, this automation will diligently note down their details in a Microsoft Excel table. Not only does this give you a centralized, convenient space to keep track of your new members but it also helps in managing your referral program more effectively, freeing up your time to focus on other high-priority tasks.
Stay ahead and organized with this simple, time-saving workflow. Whenever you have a new member in Referral Rock, this automation will diligently note down their details in a Microsoft Excel table. Not only does this give you a centralized, convenient space to keep track of your new members but it also helps in managing your referral program more effectively, freeing up your time to focus on other high-priority tasks.
- When this happens...New Member
Triggers when a new member signs up.
- automatically do this!Add Row to Table
Adds a new row to the end of a specific table.
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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
