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How Zapier works
Zapier makes it easy to integrate Rocket Referrals with Promotion Vault - 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 "Communication" from Rocket Referrals.
Add your action
An action happens after the trigger—such as "Add to Promotion" in Promotion Vault.
You’re connected!
Zapier seamlessly connects Rocket Referrals and Promotion Vault, 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.
- Trigger onRequired
Try ItTriggerInstant- Trigger onRequired
Try ItTriggerInstant- Search for existing contacts byRequired
- Update onlyRequired
- Contact ID
- Contact type
- Full name
- First name
- Middle name
- Last name
- Nickname
- Primary nickname
- Gender
- Birthday
- Spouse first name
- Spouse last name
- Spouse nickname
- Spouse full name
- Spouse birthday
- Language
- Address line 1
- Address line 2
- City
- State
- Zip
- Phone
- Email
- Email Unsubscribe
- Account number
- Primary employee (Employee ID)
- Customer since date
- Last purchase date
- Customer end date
- Contact status
- Organization name
- Key contact (Yes/No)
- Referred by (name or account number)
- Referred on date
- Active product count
- Total revenue/value
- Add to list
- Remove from list
ActionWrite- Employee Email AddressRequired
- Employee NameRequired
- Employee's Role
- Employee's Department
- TeamRequired
- Tags
- Employee's Birthday
- Employee Start Date
- Termination Date
- Mobile Number
ActionWrite
- Trigger onRequired
Try ItTriggerInstant- Trigger onRequired
Try ItTriggerInstant- TeamRequired
- PromotionRequired
- Name
- Email addressRequired
- Mobile Number
- Tags
ActionWrite- TeamRequired
- EmailRequired
- First Name
- Last Name
- Phone
- Action TypeRequired
- Action DateRequired
ActionWrite
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