1.Catches referral submission hook
Integrate Webhooks by Zapier and webhook payload mapping to capture referral fields and to start nominee onboarding.
Create and invite program member from referral submissions
Automatically capture referral submissions across Webhooks by Zapier and Code by Zapier to start referral member onboarding. Create and update when referral submission received, campaign id matches, or a referral payload is completeβso you can update duplicate milestones, create nominee records, and send invites without manual follow-up.
How this automation creates and invites program members
When referral submissions arrive and require manual triage, duplicate handling can break referral integrity and slow down invites. This automation captures payloads, validates eligibility, checks existing members, and creates and invites nominees, so your team can scale referral onboarding without chasing submissions.
Webhooks by Zapieror swap with your favorite app
2.Validates referral submission eligibility
Integrate Filter by Zapier and rule logic to continue only for qualifying referral submissions and to validate event and campaign.
Filter by Zapieror swap with your favorite app
3.Gets member existence by email
Integrate Webhooks by Zapier and analytics tools to query existing members by email and to verify membership status.
4.Branches on existing member match
Integrate Filter by Zapier and decision routing to branch on membership existence and to route duplicate referrals to a lost milestone.
5.Builds member and invite payload
Integrate Code by Zapier and data formatting tools to assemble member fields and to prepare an invite-ready payload.
Code by Zapieror swap with your favorite app
6.Posts create and invite request
Integrate Webhooks by Zapier and automation APIs to post the create and invite request and to onboard new program members.
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Scale referral program growth with automated referral tracking, reward routing, and advocate notifications
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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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