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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 "Form Completed" from GoFormz.

Add your action

An action happens after the trigger—such as "Enroll Advocate" in OneLocal LocalReferrals.

You’re connected!

Zapier seamlessly connects GoFormz and OneLocal LocalReferrals, automating your workflow.

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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 GoFormz to OneLocal LocalReferrals 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 GoFormz and OneLocal LocalReferrals 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.

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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

- Template
  Required
Trigger
Instant
Try It
New Referral
Triggers when a new referral is created.
Trigger
Polling
Try It
- Name
- Mobile Phone
- Email
  Required
- Preferred Delivery Method
  Required
- Send Invite Message
- Choose Template
Action
Write
- Advocate Email
  Required
- Friend Name
  Required
- Friend Email
  Required
- Friend Mobile Phone
- Preferred Delivery Method
  Required
- Send Invite Message
Action
Write

- Template
  Required
- Form Name
  Required
- User Email
- User Group
- Run Calculations
Action
Write
- Name
- Email
  Required
- Mobile Phone
Action
Write
- Advocate Name
  Required
- Advocate Email
  Required
- Advocate Mobile Phone
- Friend Name
  Required
- Friend Email
  Required
- Friend Mobile Phone
- Set the service date to confirm the referral.
- Choose delay for granting the reward after the service date.
- Referral Notes
Action
Write

About GoFormz

GoFormz gives you a complete mobile forms solution that lets you capture data electronically with mobile forms that look exactly like your current paper forms.

Related categories

Forms & Surveys

Similar apps

Zapier Interfaces

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

About OneLocal LocalReferrals

LocalReferrals by OneLocal allows you to create a fully customized referral program so you can generate more business from your customers.

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

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