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Referral Factory logoReferral Factory logo
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monday.com + Referral Factory

monday.com + Referral Factory

monday.com + Referral Factory integrations

Qualify users with email in Referral Factory when new items are added to monday.com board

Efficiently manage your referral process with this workflow. Upon the addition of a new item to your monday.com board, Referral Factory initiates a task to qualify a user using an email, ensuring every potential referral is captured. This streamlined connectivity results in improved marketing efforts and potential reduction in manual workload, thereby enhancing your user qualification process.

  1. When this happens...
    New Item in Board
    New Item in Board
    New Item in BoardTriggers when an item is created in a specific board.
  2. automatically do this!
    Qualify User With Email
    Qualify User With Email
    Qualify User With EmailTriggers when a referred user successfully converts. This is when a referred lead becomes qualified.
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More things you can do with monday.com and Referral Factory

Discover other triggers and actions you can use with monday.com and Referral Factory

    • Board ID
      Required
    Trigger
    Instant
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    • Board ID
      Required
    • Group Names to trigger on
    Trigger
    Instant
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    • Board ID
      Required
    Trigger
    Instant
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    • Board ID
      Required
    • Column ID
      Required
    Trigger
    Instant
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    • Item_created_in_board_copy
    • Board ID
      Required
    Trigger
    Instant
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  • monday.com triggers, actions, and search
    New Board

    Triggers when a new board is created.

    Trigger
    Polling
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    • Board ID
      Required
    • Column IDs
      Required
    Trigger
    Instant
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    • Board ID
      Required
    • Column ID
      Required
    Trigger
    Instant
    Try It
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About monday.com
monday.com helps you move projects forward fast, letting everyone know what's been done on a task—and what needs finished right now.
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About Referral Factory
The Easy Way To Build A Referral Program
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