Get The Referral Integrations
Put Get The Referral to work with AI and enterprise-grade automation
Automate smarter with Get The Referral and scale with confidence. Zapier is built for enterprise-grade security, compliance, and performance.
- No-code AI automation
- Full audit trails and controls
- SOC 2 and GDPR compliant
- Easy visual workflow builder
- 9,000+ apps, 450+ AI tools
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Join millions worldwide who automate their work using Zapier
Launch your first automated workflow
Map new completed involve.me submissions to Get The Referral lead maps for seamless management
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.
- Lead Opt-In / Opt-Out
Triggers when a lead opts-in to being contacted
Try ItTriggerInstant - New Lead
Triggers when a new lead is created.
Try ItTriggerInstant - Advocate Id
- Advocate Email
- Appointment Date and Time (Y-m-d H:i:s)Required
ActionWrite- Advocate ID or Email AddressRequired
ActionWrite
- New Advocate
Triggers when a new advocate is created.
Try ItTriggerInstant - Sales Rep IdRequired
- EmailRequired
- First NameRequired
- Last NameRequired
- PW
- Country Code
- Phone
- Address Line 1
- Address Line 2
- City
- State
- Postal Code
- Parent Advocate Id
- Referral Code
- XTRM User Id
ActionWrite- Advocate IdRequired
- Product IdRequired
- EmailRequired
- First Name
- Last Name
- Phone
- Address Line 1
- Address Line 2
- State
- City
- Postal Code
- Best Time to Contact
- External Id
- Is Lead From CRM?
- Note
ActionWrite- Lead ID or Email AddressRequired
ActionWrite
For builders
Let your AI safely access Get The Referral
Go beyond Zap workflows. Install Zapier in your AI to call Get The Referral actions directly from your agents—with governance built in. Authenticate once. Revoke access anytime.
Call actions in natural language with Zapier MCP
Act in Get The Referral from your AI—no exposed credentials, and you control which actions your AI can touch. One install covers 9,000+ other apps.
Example actions on this page
Works with
Claude · ChatGPT · Cursor · Any MCP-compatible AI
Work in code with the Zapier SDK
Expose Get The Referral actions from backend services, scripts, or agent code. Zapier handles the OAuth and scoped permissions. Access 9,000+ apps, plus thousands more with .fetch().
Install
npm install @zapier/zapier-sdk npm install -D @zapier/zapier-sdk-cli zapier-sdk login # create a Get The Referral connection @ https://zapier.com/app/assets/connections
Run an action
// Typescript
import { createZapierSdk } from "@zapier/zapier-sdk";
const zapier = createZapierSdk();
const { data: connection } = await zapier.findFirstConnection({ app: "get-the-referral", owner: "me" });
await zapier.runAction({
app: 'get-the-referral',
action: 'create_advocate',
connection: connection.id,
input: {
{inputKeyValuePairs}
},
});Direct API calls to raw endpoints through fetch are not yet subject to org-level app and action restrictions.











