Jotform Enterprise + Referral Rock

Add new Jotform Enterprise submissions as referrals in Referral Rock

Streamline your referral process with this easy-to-use workflow. When a new submission is made on Jotform Enterprise, it will immediately create a new referral in Referral Rock. This seamless process eliminates the need to manually add referrals, ensuring you never miss a potential lead and allowing you to focus on other aspects of your business. This workflow helps you leverage your Jotform submissions for exciting referral opportunities.

When this happens...
New Submission
Triggers when a new submission has been added to a specific form.
TriggerScheduled
automatically do this!
Add Referral
Adds a new referral from a member.
ActionWrite

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Supported triggers and actions

What does this mean?

- Team WorkspaceRequired
- FormRequired
Trigger
Scheduled
Try It
- Team WorkspaceRequired
- Select a formRequired
- Assignee emailRequired
- Invitation Message
- Prefilled Field Permissions
Action
Write
New Member
Triggers when a new member signs up.
Trigger
Instant
Try It
New Reward
Triggers when a new reward is created.
Trigger
Instant
Try It
Updated Referral
Triggers when a referral is updated.
Trigger
Instant
Try It

- First NameRequired
- Last NameRequired
- EmailRequired
- Contact TypeRequired
Action
Write
- Amount
- Referral Query
- Program Query
- Name
- External Identifier
Action
Write

- EmailRequired
Action
Write
- Program NameRequired
Action
Search
- EmailRequired
- Referral Id
- External Id
- First NameRequired
- Last Name
- 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
Action
Search or write

- Team WorkspaceRequired
- Select a formRequired
- Assignee emailRequired
- Invitation Message
- Assignee Permission
Action
Write
- Team WorkspaceRequired
- Select a formRequired
Action
Write
New Referral
Triggers when a new referral is created.
Trigger
Instant
Try It
Updated Member
Triggers when a member is updated.
Trigger
Instant
Try It
- ProgramRequired
- First NameRequired
- EmailRequired
- Last Name
- Address Line
- Address Line 2
- Referral Code
- Phone Number
- Date of Birth
- City
- Country Subdivision
- Country
- Postal Code
- Password
- 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
Action
Write
- First 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
Action
Write
- ReferralRequired
- Program
- Amount
- Status
- First Name
- Last Name
- Phone Number
- Email
- Company Name
- Public Note
- Note
- Preferred Contant
- External Identifier
- 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
Action
Write
- Query
Action
Search
- Email
- Referral Id
- External Id
Action
Search

About Jotform Enterprise

Jotform Enterprise is a digital workplace productivity tool that provides a powerful ROI across your entire organization.

Learn more Help

Related categories

Forms & Surveys

Similar apps

Zapier Interfaces

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

About Referral Rock

Referral Rock helps businesses to design, track and manage referral programs.

Learn more Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

PRODUCTS

CAPABILITIES

By team

Jotform Enterprise + Referral Rock

Add new Jotform Enterprise submissions as referrals in Referral Rock

New Submission

FormRequired

Assign Prefilled Form

Team WorkspaceRequired

Select a formRequired

Assignee emailRequired

Invitation Message

Prefilled Field Permissions

New Member

New Reward

Updated Referral

Add Potential Invite

First NameRequired

Last NameRequired

EmailRequired

Contact TypeRequired

Add Referral Action

Amount

Referral Query

Program Query

Name

External Identifier

Unsubscribe Email

EmailRequired

Find Program

Program NameRequired

Find or Add Referral

EmailRequired

Referral Id

External Id

First NameRequired

Last Name

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

Assign Form

Team WorkspaceRequired

Select a formRequired

Assignee emailRequired

Invitation Message

Assignee Permission

Create Submission

Team WorkspaceRequired

Select a formRequired

New Referral

Updated Member

Add Member

ProgramRequired

First NameRequired

EmailRequired

Last Name

Address Line

Address Line 2

Referral Code

Phone Number

Date of Birth

City

Country Subdivision

Country

Postal Code