1.Monitor new payment
Integrate Stripe and CRM tools to link each payment to a customer record for referral tracking.
Apply commission credits to referrals after paid orders
Automatically monitor new payment events across Stripe and Referral Rock. Create and update when payment posted, payer recognized, or payment qualifies for award windowβso you can verify customers, calculate commission credits, and approve referral status without manual reconciliation.
How this automation approves referral credits
When new payment events arrive, referral payouts can get delayed and credits can go to the wrong status. This automation finds or creates customers and calculates commission, then filters eligibility and updates Referral Rock with approved referrals and referral action recordsβso your team can credit faster.
Stripeor swap with your favorite app
2.Calculate subscription age
Integrate Code by Zapier and date tools to compute days elapsed from the subscription billing timestamp.
Code by Zapieror swap with your favorite app
3.Filter qualifying payments
Integrate Filter by Zapier and routing rules to continue only when payments match recency and award windows.
Filter by Zapieror swap with your favorite app
4.Compute commission amount
Integrate Formatter by Zapier and billing math to convert invoice line amounts into a commission value.
Formatter by Zapieror swap with your favorite app
5.Update referral and add action
Integrate Referral Rock and payout records to approve referrals and add referral action mappings for credits.
Referral Rockor swap with your favorite app
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Step 1
Connect your tools
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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
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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