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How Zapier works
Zapier makes it easy to integrate OffAlerts with Get The Referral - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Monitor Event" from OffAlerts.
Add your action
An action happens after the trigger—such as "Find Advocate" in Get The Referral.
You’re connected!
Zapier seamlessly connects OffAlerts and Get The Referral, automating your workflow.
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.
- Monitor id
Try ItTriggerPolling- New Lead
Triggers when a new lead is created.
Try ItTriggerInstant - Advocate ID or Email AddressRequired
ActionWrite- GTR Lead IDRequired
- CRM Object IDRequired
- message
ActionWrite
- New Advocate
Triggers when a new advocate is created.
Try ItTriggerInstant - Advocate ID or Email AddressRequired
ActionWrite- Lead IDRequired
- New Lead StatusRequired
ActionWrite- Advocate Email AddressRequired
- Project
- Project StageRequired
- Fail on missing project stageRequired
ActionWrite
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