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Choose a Trigger

Choose an Action

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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 "Chargeback Complete" from ProLine.

Add your action

An action happens after the trigger—such as "Add Points" in ReferralHero.

You’re connected!

Zapier seamlessly connects ProLine and ReferralHero, 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.

Chargeback Complete
Triggers when a chargeback reaches its final status. Final status can be either Won or Lost.
Trigger
Instant
Try It
- Trigger on...
  Required
Trigger
Instant
Try It
- Trigger On
  Required
Trigger
Instant
Try It
- Trigger on...
  Required
Trigger
Instant
Try It
- Trigger on...
  Required
- Stage [Filter]
Trigger
Instant
Try It

Refund Complete
Triggers when a refund reaches its final status. Final status can be either Complete or Failed.
Trigger
Instant
Try It
- Contact ID
- Project ID
- Notification (Main)
  Required
- Notification (Extended)
Action
Write

- Contact ID
  Required
- User
- Call Type
  Required
- Call Duration
- Recording
- Voicemail
- External ID
- Call Note
Action
Write
- Contact ID
- First Name
- Last Name
- Organization
- Phone
- Email
- Contact Type
- Lead Source
- Contact Tags
- Notes
- Address Line 1
- Address Line 2
- City
- State
- Zip Code
- Campaign
- Assignee
- External ID
- Custom Field 1
- Custom Field 2
- Custom Field 3
- Custom Date 1
- Custom Date 2
- Custom Date 3
- Time Zone
Action
Write
- Project | Edit by Project ID
- Project | Edit by External ID
- Project | Edit by Contact
- Project | Name
- Project | Location
- Project | Area
- Project | Main Assignee
- Project | Inside Sales Assignee
- Project | Production Assignee
- Project | Accounting Assignee
- Project | Move to Stage
- Project | Start Campaign
- Project | Address Line 1
- Project | Address Line 2
- Project | City
- Project | State
- Project | Zip
- Project | Category
- Project | Type
- Project | Services
- Project | Tags
- Project | Custom Field 1
- Project | Custom Field 2
- Project | Custom Field 3
- Project | Custom Field 4
- Project | Custom Field 5
- Project | Custom Field 6
- Project | Custom Field 7
- Project | Notes
- Project | New External ID
- Contact | Contact ID
- Contact | First Name
- Contact | Last Name
- Contact | Full Name
- Contact | Phone
- Contact | Email
- Contact | Type
- Contact | Lead Source
- Contact | Tags
- Event | Edit by External ID
- Event | New External ID
- Event | Start Date
- Event | Event Type
- Event | Time Zone
- Event | External Reschedule Link
- Event | Exclude From Integration
Action
Write
- Project ID
  Required
- File URL
  Required
- File Name
Action
Write
- Contact ID
- Phone
- Email
- Address Line 1
- Address Line2
- City
- State
- Zip Code
Action
Search
- Proline ID
- Organization External ID
- Primary Contact ID
- [FILTER] Organization Stage
- Organization Name
- Organization Address
Action
Search
- ProLine Number
- User Email
- Display Name
Action
Search
- Proline ID
- Organization External ID
- Primary Contact ID
- [FILTER] Organization Stage
- Organization Name
- Organization Address
- Organization ID
- Organization External ID
- Organization Name
  Required
- Organization Type
  Required
- Organization Stage
  Required
- Assignee
- Primary Contact | Contact ID
- Primary Contact | First Name
- Primary Contact | Last Name
- Primary Contact | Phone Number
- Primary Contact | Email
- Primary Contact | Type
- Primary Contact | Lead Source
- Primary Contact | Tags
- Other Contacts | List of Contact IDs
- Address 1
- Address 2
- City
- State
- Zip
- Notes
Action
Search or write
- Campaign
  Required
Trigger
Instant
Try It
- Campaign
  Required
Trigger
Instant
Try It
- Campaign
  Required
Trigger
Instant
Try It
- Campaign
  Required
- Email address
- Full Name
- Phone Number
- Address
- Referrer
- Conversion value
- Conversion category
- Referral URL
  Required
- Transaction ID
- Double Opt-In
- Source
- Points
- Referral Points
- Extra Field
- Extra Field 2
- Device
- Crypto Wallet Address
- Lifetime spend
- set referral status as
- Advocate name
- Tags
Action
Write
- Campaign
  Required
- Email
- Phone Number
- Crypto Wallet Address
- Conversion value
- Conversion category
- Lifetime spend
- Product ID
- Source
Action
Write
- Campaign
  Required
- Full Name
- Email
- Phone Number
- Crypto Wallet Address
- Option Field
- Address
- Tags
- Extra Field
- Extra Field 2
- Extra Field 3
- Extra Field 4
- Points
- Source
- Email Unsubscribed
- SMS Unsubscribed
- City
- Country
Action
Write

- Trigger on...
  Required
Trigger
Instant
Try It
- Trigger on...
  Required
- Organization Stage [Filter]
Trigger
Instant
Try It
- Trigger on...
  Required
Trigger
Instant
Try It
Payment Complete
Triggers when a payment reaches its final status. Final status can be either Complete or Failed.
Trigger
Instant
Try It
- Trigger on...
  Required
Trigger
Instant
Try It
- Zapier Trigger Step
  Required
Trigger
Instant
Try It
- Event ID
  Required
Action
Write
- Contact ID
  Required
- User
- Message Type
  Required
- Message Body
  Required
- Message Note
- External ID
Action
Write
- Organization ID
- Organization External ID
- Organization Name
  Required
- Organization Type
  Required
- Organization Stage
  Required
- Assignee
- Primary Contact | Contact ID
- Primary Contact | First Name
- Primary Contact | Last Name
- Primary Contact | Phone Number
- Primary Contact | Email
- Primary Contact | Type
- Primary Contact | Lead Source
- Primary Contact | Tags
- Other Contacts | List of Contact IDs
- Address 1
- Address 2
- City
- State
- Zip
- Notes
Action
Write
- Event ID
- Project ID
- Start Date
  Required
- Event Type
- Assignee
- Contact Time Zone
- External ID
- External Reschedule Link
- Exclude From Integration
Action
Write
- Team Member ID
  Required
- Start Date
  Required
- End Date
  Required
- Event Type
  Required
Action
Search
- Event ID
- External ID
- Project ID
- Start Date
- [FILTER] Event Type
- [FILTER] Assignee
Action
Search
- Project ID
- Project External ID
- Main Contact ID
- Address Line 1
- Address Line 2
- City
- State
- Zip Code
- [FILTER] Project Stage
- [FILTER] Project Status
Action
Search
- Contact ID
- Phone
- Email
- Address Line 1
- Address Line 2
- City
- State
- Zip Code
- First Name
- Last Name
- Organization
- Contact Type
- Lead Source
- Contact Tags
- Notes
- Campaign
- Assignee
- External ID
- Custom Field 1
- Custom Field 2
- Custom Field 3
- Custom Date 1
- Custom Date 2
- Custom Date 3
- Time Zone
Action
Search or write
- Project | Edit by Project ID
- Project External ID
- Contact | Contact ID
- Project | Address Line 1
- Project | Address Line 2
- Project | City
- Project | State
- Project | Zip
- Project | Move to Stage
- [FILTER] Project Status
- Project | Edit by External ID
- Project | Edit by Contact
- Project | Name
- Project | Location
- Project | Area
- Project | Main Assignee
- Project | Inside Sales Assignee
- Project | Production Assignee
- Project | Accounting Assignee
- Project | Start Campaign
- Project | Category
- Project | Type
- Project | Services
- Project | Tags
- Project | Custom Field 1
- Project | Custom Field 2
- Project | Custom Field 3
- Project | Custom Field 4
- Project | Custom Field 5
- Project | Custom Field 6
- Project | Custom Field 7
- Project | Notes
- Project | New External ID
- Contact | First Name
- Contact | Last Name
- Contact | Full Name
- Contact | Phone
- Contact | Email
- Contact | Type
- Contact | Lead Source
- Contact | Tags
- Event | Edit by External ID
- Event | New External ID
- Event | Start Date
- Event | Event Type
- Event | Time Zone
- Event | External Reschedule Link
- Event | Exclude From Integration
Action
Search or write
- Campaign
  Required
Trigger
Instant
Try It
- Campaign
  Required
- Reward
  Required
Trigger
Instant
Try It
- Campaign
  Required
- Email Address
- Phone Number
- Crypto Wallet Address
- Points
  Required
- Source
Action
Write
- Campaign
  Required
- Email
- Phone Number
- Crypto Wallet Address
- Conversion value
- Conversion category
- Lifetime spend
- Source
Action
Write
- Campaign
  Required
- Email address
- Amount
  Required
- Transaction ID
- Product ID
- Lifetime spend
- Phone Number
- Crypto Wallet Address
- Source
Action
Write

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Customers have created over 25 million Zaps on the platform

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Connect ProLine and ReferralHero 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.

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.

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.

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.

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.

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.

Make work flow with AI

Level up your ProLine to ReferralHero integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About ProLine

ProLine is a messaging automation platform for contractors.

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Related categories

Sales & CRM

About ReferralHero

ReferralHero is a powerful referral marketing platform to build any type of referral program.

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