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Zapier makes it easy to integrate ReferralHero with Formatter by Zapier - 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 "New Referral" from ReferralHero.

Add your action

An action happens after the trigger—such as "Date / Time" in Formatter by Zapier.

You’re connected!

Zapier seamlessly connects ReferralHero and Formatter by Zapier, automating your workflow.

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

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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

Make work flow with AI

Level up your ReferralHero to Formatter by Zapier integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

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Connect ReferralHero and Formatter by Zapier 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.

Integration categories

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.

An illustration representing how to automate lead management with Zapier.

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.

An illustration representing how to measure campaign impact with Zapier.

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.

An illustration representing how to automate customer support with Zapier.

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.

An illustration representing how to move and manage data with Zapier.

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.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

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.

triggers, actions, or triggers and actions

- Campaign
  Required
Trigger
Instant
Try It
- Campaign
  Required
Trigger
Instant
Try It
- Campaign
  Required
Trigger
Instant
Try It
- Campaign
  Required
- Email address
- Referral URL
  Required
- Full Name
- Referrer
  Required
- Conversion value
- Conversion category
- Transaction ID
- Double Opt-In
- Source
- Points
  Required
- Referral Points
- Extra Field
- Extra Field 2
- Device
- Phone Number
- Crypto Wallet Address
- Lifetime spend
- set referral status as
- Advocate name
Action
Write
- Campaign
  Required
- Email address
- Phone Number
- Crypto Wallet Address
- Conversion value
- Conversion category
- Lifetime spend
- Product ID
- Source
Action
Write
- Campaign
  Required
- Full Name
- Email address
- Extra Field
- Extra Field 2
- Points
  Required
- Phone Number
- Crypto Wallet Address
- Extra Field 3
- Extra Field 4
- Option Field
- Source
Action
Write
- Transform
  Required
Action
Write
- Transform
  Required
Action
Write

- Campaign
  Required
Trigger
Instant
Try It
- Campaign
  Required
- reward
  Required
Trigger
Instant
Try It
- Campaign
  Required
- Email address
- Phone Number
- Crypto Wallet Address
- Points
  Required
- Source
Action
Write
- Campaign
  Required
- Email address
- Phone Number
- Crypto Wallet Address
- Conversion value
- Conversion category
- Lifetime spend
- Source
Action
Write
- Campaign
  Required
- Email address
- Amount
  Required
- Transaction ID
- Product ID
- Lifetime spend
- Phone Number
- Crypto Wallet Address
- Source
Action
Write
- Transform
  Required
Action
Write
- Transform
  Required
Action
Write

Learn how to automate Formatter by Zapier on the Zapier blog

About ReferralHero

ReferralHero is a powerful referral marketing platform to build any type of referral program.

Related categories

Marketing Automation

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Formatter by Zapier

Data isn't always in the format you need. Perhaps a date is in International format, but your app needs it in American format. Or maybe you need to Title Case a subject, truncate text for a Tweet, or turn Markdown text into HTML for your blog. Zapier's Formatter tool can help.

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Related categories

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