1.Detect new referral records
Integrate Airtable to read new referral rows from your configured view and map contact and company fields to intake payload inputs.
Create partner referral record from new referral submission
Automatically monitor new record submissions across Airtable and Formatter by Zapier. Create and update partner intake requests when referral submitted or referral row added or new configured view record arrivesβso you can submit partner referrals, apply default fields, and write response references without manual data entry.
How this automation creates partner referral records
When a new record appears in Airtable configured view, referrals can stall in intake and partners miss timely details. This automation formats submission fields, posts the intake request, and updates Airtable with the partner response referenceβso your team can keep partner referrals moving.
Airtableor swap with your favorite app
2.Apply defaults and clean text
Integrate Formatter by Zapier, text transforms, and defaults tools to apply missing values and produce a clean description output for submission.
Formatter by Zapieror swap with your favorite app
3.Post partner intake request
Integrate Webhooks by Zapier, web form tools, and endpoint mapping to POST a form-data request with partner identifier and company size.
Webhooks by Zapieror swap with your favorite app
4.Update source referral status
Integrate Airtable to update the source row with the partner response reference so referrals are marked as submitted.
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Step 1
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Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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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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