1.Captures new form response
Integrate Google Forms and form processing tools to expose submission fields to centralize referral data.
Create partner customer and transaction from referral form
Automatically monitor referral form submissions across Google Forms and PartnerStack. Create partner customer and transaction records when referrals are submitted, payouts are entered, or product selections changeβso you can speed partner onboarding, record transaction details, and confirm amounts without manual bookkeeping.
How this automation accelerates partner referrals payouts
When new referral form responses arrive, delays can stall partner payouts and complicate bookkeeping. This automation finds or creates partner customers, formats payout amounts, and creates tracked transactionsβso your team can pay faster and stay accurate.
Google Formsor swap with your favorite app
2.Finds matching partner
Integrate PartnerStack and customer matching tools to search by email and name to find a partner identifier.
PartnerStackor swap with your favorite app
3.Creates partner customer
Integrate PartnerStack and CRM record tools to create a customer when no match is found to capture the customer identifier.
4.Converts payout to cents
Integrate Formatter by Zapier and analytics tools to convert payout amount to cents to standardize transaction amounts.
Formatter by Zapieror swap with your favorite app
5.Creates transaction record
Integrate PartnerStack and bookkeeping tools to create a transaction using customer details to log the referral payment.
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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
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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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