1.Monitors checkout session completed
Integrate Stripe and analytics tools to map checkout email to buyer email and capture referral code inputs to start enrollment data.
Add pre-sale buyers to referral program and list
Automatically enroll pre-sale buyers from Stripe checkout sessions across Stripe and referral platforms. Create and update referral records when checkout completes, buyer email maps, or reference fields arriveβso you can enroll participants, generate shareable links, and log purchases without manual follow-up.
How this automation accelerates referral program enrollment
When pre-sale checkout sessions complete, buyers can miss referral steps and follow-up can stall. This automation maps checkout details, enrolls participants, generates referral links, and updates Mailchimp and Zapier Tablesβso your team can track referrals without chasing data.
Stripeor swap with your favorite app
2.Adds participant to Viral Loops
Integrate Viral Loops and referral program tools to add the buyer as a participant and enroll with the referral code input.
Viral Loopsor swap with your favorite app
3.Builds shareable referral link
Integrate Code by Zapier and link generation tools to run JavaScript, build the shareable referral link, and output it for updates.
Code by Zapieror swap with your favorite app
4.Tags and updates subscriber
Integrate Mailchimp and marketing lists to add or update the subscriber, tag Purchased Pre-Sale, and trigger a custom event.
Mailchimpor swap with your favorite app
5.Creates referral purchase record
Integrate Zapier Tables and reporting systems to create a contact record and initialize referral count for operational tracking.
Zapier Tablesor swap with your favorite app
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Explore all referral program management automations
Scale referral program growth with automated referral tracking, reward routing, and advocate notifications
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Step 1
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Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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