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  1. Referral Automation
  2. Referral Program
  3. Auto-update referral statuses

Update member status in a referral program based on document completion

Automatically track document completions and update referral member statuses in real time, eliminating manual follow-ups and reducing errors. This automation ensures that members advance through program tiers or unlock rewards immediately after fulfilling document requirements. By streamlining status changes, program managers save time, maintain accurate records, and deliver faster incentives to participants.

Filter by common apps:

  • PandaDoc
  • GeniusReferrals