How to connect Rocket Referrals + Formatter by Zapier
Zapier lets you send info between Rocket Referrals and Formatter by Zapier automatically—no code required.
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Do Even More with Rocket Referrals + Formatter by Zapier
With Zapier, you can do more than just connect 2 apps—you can automate entire processes from beginning to end! Here are some popular ways users make their Rocket Referrals + Formatter by Zapier workflows do more for them.
Zapier users love adding HTML/CSS to Image to their workflows
Turn new Rocket Referrals testimonials into HTML/CSS imagesTurn new Rocket Referrals testimonials into HTML/CSS imagesPremium
- CommunicationTriggers when a communication is sent, opened or clicked.Trigger
- ReviewTriggers when a review is given or linked to a contact in Rocket Referrals.Trigger
- SurveyTriggers when a survey response is given. Note: some survey score triggers are delayed 5 minutes to give the contact time to add a comment.Trigger
- TestimonialTriggers when a new testimonial is given or one is published.Trigger
- Create/Update ContactCreates or updates a contact.Action
- Date / TimeWork with dates and times to change formatting or add/subtract time (with line-item support).Action
- NumbersWork with numeric data to do math operations, reformat currencies, and more (with line-item support).Action
- TextWork with text data to find & replace, capitalize, remove HTML, and more (with line-item support).Action
- Formatter by Zapier
Various utilities like "choose value from list" or "look up in table" (with line-item support).
- Step 1: Authenticate Rocket Referrals and Formatter by Zapier.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.