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GeniusReferrals + Square + Filter by Zapier

Issue referral bonuses in GeniusReferrals for new Square orders

Streamline your referral bonuses with this integration. Once active, this Zap automatically processes a new Square order to issue bonuses in GeniusReferrals, finding the associated referrals on GeniusReferrals and then issuing a bonus to the associated referrer (advocate)!

Streamline your referral bonuses with this integration. Once active, this Zap automatically processes a new Square order to issue bonuses in GeniusReferrals, finding the associated referrals on GeniusReferrals and then issuing a bonus to the associated referrer (advocate)!

  1. When this happens...
    SquareSquare
    New Order

    Triggers when a new order is processed.

    TriggerScheduled
  2. automatically do this...
    GeniusReferralsGeniusReferrals
    Find Member

    Finds an existing member by email address.

    ActionSearch
  3. then do this...
    Filter by ZapierFilter by Zapier
    Only continue if...

    Set up rules to specify when this Zap can continue running.

    ActionFilter
  4. then do this!
    GeniusReferralsGeniusReferrals
    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.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Square triggers, actions, and search

    New Appointment

    Triggers when a new appointment is created.

    Trigger
    Scheduled
    Try It
    • LocationRequired

    • Order Status

    Trigger
    Scheduled
    Try It
    • Customer IDRequired

    • GroupRequired

    Action
    Write
    • LocationRequired

    • Team Member IDRequired

    • Customer IDRequired

    • Date and Time of AppointmentRequired

    • Appointment Service IDRequired

    • Note

    Action
    Write
geniusreferrals logo
geniusreferrals logo

About GeniusReferrals

Referral Marketing Platform that helps businesses to acquire new customers using word of mouth and recommendation techniques.
Help

Related categories

  • Marketing Automation

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square logo
square logo

About Square

Square creates tools that help sellers of all sizes start, run and grow their businesses. Square’s point-of-sale service offers tools for every part of running a business, from accepting credit cards and tracking inventory to real-time analytics and invoicing.

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filter logo
filter logo

About Filter by Zapier

Only allow a Zap to proceed when a certain condition is met. For example, if you're sending a text message when you receive a new email, you could use a Filter that only sends a text message when the email received is from a certain address.

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