Keap + Referral Rock

Create new Keap contacts and update corresponding Referral Rock referrals

Keep your referral program up-to-date by automating contact updates between Keap and Referral Rock. With this workflow, every time a new contact is added in Keap, their information will be used to update their corresponding referral in Referral Rock. This ensures your referral program data stays current, helping you maintain a successful and efficient referral marketing strategy.

When this happens...
New Contact
Triggers when a new contact is created.
TriggerInstant
automatically do this!
Update Referral
Update a referral.
ActionWrite

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Supported triggers and actions

What does this mean?

New Action Sequence
Triggers when a new Action Sequence is added.
Trigger
Scheduled
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- Appointment events this trigger will listen to:Required
Trigger
Instant
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New Contact
Triggers when a new contact is created.
Trigger
Instant
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- Note events this trigger will listen to:Required
Trigger
Instant
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- Product events this trigger will listen to:Required
Trigger
Instant
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New Subscription Plan
Triggers when a new Subscription Plan is added.
Trigger
Scheduled
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- Task events this trigger will listen to:Required
Trigger
Instant
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New Invoice
Triggers when a new invoice is created. This will trigger the moment the invoice is created, before any details are added.
Trigger
Instant
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New Payment (All Payment Type)
Triggers when any payment is made regardless of the payment type. Credit Card Payments, Cash Payments, and Check Payments.
Trigger
Instant
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New Assigned Task
Triggers when a new task is created. Please note: only tasks assigned to the authenticated user may be retrieved through this trigger. Use the New Task Event trigger to retrieve all tasks.
Trigger
Instant
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Opportunity Stage Moved
Triggers when an opportunity stage is moved.
Trigger
Instant
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- Company NameRequired
- Country Code (e.g., "USA")
- Address Line 1
- Address Line 2
- Locality
- Region (e.g., "US-CA")
- Zip Code
- Zip Four
- Phone Number
- Phone Ext
- Notes
- Email Address
- Fax Number
- Website
Action
Write
- Contact IdRequired
- BodyRequired
- Title
- Type
- User Id
Action
Write
- Invoice IDRequired
- Product
- Product QuanityRequired
- Price Override
Action
Write
- UserRequired
- ContactsRequired
- SubjectRequired
- HTML Content
- Plain Text Content
- Email Address Field
- Attachments
Action
Write
- Company IDRequired
- Company Name
- Email AddressRequired
- Website
- Notes
- Opt-In
- Address Country Code
- Address Street (Line 1)
- Address Street (Line 2)
- Address City
- Address State
- Address Zip Code
- Address Zip Four
- Phone Number
- Phone Extension
- Phone Type
- Phone Number
- Phone Extension
- Phone Type
Action
Write
- FieldRequired
- ValueRequired
Action
Search
- Invoice IDRequired
Action
Search
- Company NameRequired
- Country Code (e.g., "USA")
- Address Line 1
- Address Line 2
- Locality
- Region (e.g., "US-CA")
- Zip Code
- Zip Four
- Phone Number
- Phone Ext
- Notes
- Email Address
- Fax Number
- Website
Action
Search or write
New Referral
Triggers when a new referral is created.
Trigger
Instant
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Updated Member
Triggers when a member is updated.
Trigger
Instant
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- 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

New Affiliate
For Ulimate users, triggers when a new affiliate is added.
Trigger
Scheduled
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- Company events this trigger will listen to:Required
Trigger
Instant
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- Invoice events this trigger will listen to:Required
Trigger
Instant
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- Opportunity events this trigger will listen to:Required
- RandomRequired
Trigger
Instant
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- Subscription events this trigger will listen to:Required
Trigger
Instant
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- Tag events this trigger will listen to:Required
- Tag (for use with "Tag Applied to Contact" event only)
Trigger
Instant
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New Credit Card Charge - Merchant Only
Triggers when a new credit card charge is made. (Merchant Only).
Trigger
Instant
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New Manual Payment – (Cash, Check)
Triggers when a New Manual Payment is added. (Cash or Check).
Trigger
Instant
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- Tag
Trigger
Instant
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Updated Contact
Triggers when an existing contact is updated.
Trigger
Instant
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- Product NameRequired
- Active
- Product Description
- Product Price
- Product Short Description
- SKU
- Subscription Only
Action
Write
- Contact IDRequired
- Lead Affiliate Id
- Order DateRequired
- Product IdRequired
- Product QuantityRequired
- Price Override
- Order TitleRequired
- Order TypeRequired
- Promo Codes
- Sales Affiliate Id
- Company
- Country Code (e.g., USA)
- First Name
- Is Invoice to Company
- Last Name
- Address Line 1
- Address Line 2
- Locality
- Middle Name
- Phone
- Region (e.g., US-CA)
- Zip Code
- Zip Four
Action
Write
- Contact Id
- Due DateRequired
- TitleRequired
- User Id
- Description
Action
Write
- ContactRequired
- TagsRequired
Action
Write
- ContactRequired
- TagsRequired
Action
Write
- Check for Duplicates UsingRequired
- Email Address 1
- Opt In
- Last Name
- First Name
- Tag IDs
- Anniversary Date (format: YYYY-MM-DD)
- Birth Date (format: YYYY-MM-DD)
- Company Name
- Company ID
- Contact Type
- Job Title
- Lead Source ID
- Middle Name
- Origin IP Address
- Owner ID
- Preferred Locale
- Preferred Name
- Prefix
- Source Type
- Spouse Name
- Suffix
- Time Zone
- Website
- Keap Source ID
- UTM Campaign
- UTM Content
- UTM Medium
- UTM Source
- UTM Term
- Billing Address Country Code (e.g., USA)
- Billing Address Line 1
- Billing Address Line 2
- Billing Address City
- Billing Address Postal Code
- Billing Address Region (e.g., US-CA)
- Billing Address Zip Code
- Billing Address Zip Four
- Shipping Address Country Code (e.g., USA)
- Shipping Address Line 1
- Shipping Address Line 2
- Shipping Address City
- Shipping Address Postal Code
- Shipping Address Region (e.g., US-CA)
- Shipping Address Zip Code
- Shipping Address Zip Four
- Other Address Country Code (e.g., USA)
- Other Address Line 1
- Other Address Line 2
- Other Address City
- Other Address Postal Code
- Other Address Region (e.g., US-CA)
- Other Address Zip Code
- Other Address Zip Four
- Email Address 2
- Email Address 3
- Phone 1 Number
- Phone 1 Type
- Phone 1 Extension
- Phone 2 Number
- Phone 2 Type
- Phone 2 Extension
- Phone 3 Number
- Phone 3 Type
- Phone 3 Extension
- Phone 4 Number
- Phone 4 Type
- Phone 4 Extension
- Phone 5 Number
- Phone 5 Type
- Phone 5 Extension
- Fax 1 Number
- Fax 1 Type
- Fax 2 Number
- Fax 2 Type
- Facebook Account
- LinkedIn Account
- Twitter Account
- Instagram Account
- Snapchat Account
- YouTube Account
- Pinterest Account
Action
Write
- Company NameRequired
Action
Search
- FieldRequired
- ValueRequired
- Check for Duplicates UsingRequired
- Email Address 1
- Opt In
- Last Name
- First Name
- Tag IDs
- Anniversary Date (format: YYYY-MM-DD)
- Birth Date (format: YYYY-MM-DD)
- Company Name
- Company ID
- Contact Type
- Job Title
- Lead Source ID
- Middle Name
- Origin IP Address
- Owner ID
- Preferred Locale
- Preferred Name
- Prefix
- Source Type
- Spouse Name
- Suffix
- Time Zone
- Website
- Keap Source ID
- UTM Campaign
- UTM Content
- UTM Medium
- UTM Source
- UTM Term
- Billing Address Country Code (e.g., USA)
- Billing Address Line 1
- Billing Address Line 2
- Billing Address City
- Billing Address Postal Code
- Billing Address Region (e.g., US-CA)
- Billing Address Zip Code
- Billing Address Zip Four
- Shipping Address Country Code (e.g., USA)
- Shipping Address Line 1
- Shipping Address Line 2
- Shipping Address City
- Shipping Address Postal Code
- Shipping Address Region (e.g., US-CA)
- Shipping Address Zip Code
- Shipping Address Zip Four
- Other Address Country Code (e.g., USA)
- Other Address Line 1
- Other Address Line 2
- Other Address City
- Other Address Postal Code
- Other Address Region (e.g., US-CA)
- Other Address Zip Code
- Other Address Zip Four
- Email Address 2
- Email Address 3
- Phone 1 Number
- Phone 1 Type
- Phone 1 Extension
- Phone 2 Number
- Phone 2 Type
- Phone 2 Extension
- Phone 3 Number
- Phone 3 Type
- Phone 3 Extension
- Phone 4 Number
- Phone 4 Type
- Phone 4 Extension
- Phone 5 Number
- Phone 5 Type
- Phone 5 Extension
- Fax 1 Number
- Fax 1 Type
- Fax 2 Number
- Fax 2 Type
- Facebook Account
- LinkedIn Account
- Twitter Account
- Instagram Account
- Snapchat Account
- YouTube Account
- Pinterest Account
Action
Search or 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

About Keap

Keap is your all-in-one CRM, sales and marketing automation software that helps organize leads, land the job, get paid, and keep growing.

Help

Related categories

CRM (Customer Relationship Management)

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

Keap + Referral Rock

Create new Keap contacts and update corresponding Referral Rock referrals

New Action Sequence

New Appointment Event

New Contact

New Note Event

Note events this trigger will listen to:Required

New Product Event

Product events this trigger will listen to:Required

New Subscription Plan

New Task (All Tasks)

Task events this trigger will listen to:Required

New Invoice

New Payment (All Payment Type)

New Assigned Task

Opportunity Stage Moved

Create Company

Company NameRequired

Country Code (e.g., "USA")

Address Line 1

Address Line 2

Locality

Region (e.g., "US-CA")

Zip Code

Zip Four

Phone Number

Phone Ext

Notes

Email Address

Fax Number

Website

Create Note

Contact IdRequired

BodyRequired

Title

Type

User Id

Add a Product to an Invoice

Invoice IDRequired

Product

Product QuanityRequired

Price Override

Send Email

UserRequired

ContactsRequired

SubjectRequired

HTML Content

Plain Text Content

Email Address Field

Attachments

Update Company

Company IDRequired

Company Name

Email AddressRequired

Website

Notes

Opt-In

Address Country Code

Address Street (Line 1)

Address Street (Line 2)

Address City

Address State

Address Zip Code

Address Zip Four

Phone Number

Phone Extension

Phone Type

Phone Number

Phone Extension

Phone Type

Find Contact

FieldRequired

ValueRequired

Find Invoice

Invoice IDRequired

Find or Create Company

Company NameRequired