1.Detect updated spreadsheet row
Integrate Google Sheets and spreadsheet workflows to detect updated rows and map source fields for referral tracking.
Create referral board items from updated spreadsheet rows
Automatically monitor updated referral rows in Google Sheets across Google Sheets and monday.com. Create and enrich referral board items when rows update, so coordinators can assign outreach without manual copying, deduplication, and retyping.
How this automation builds referral board items
When referral rows are updated in spreadsheets, manual copying slows coordinator follow-up and increases errors. This automation converts qualifying rows into board items and formats dates while filtering duplicatesβso your team can act on referrals faster.
Google Sheetsor swap with your favorite app
2.Formats referral date field
Integrate Formatter by Zapier and date formatting tools to convert the referral date to YYYY-MM-DD for board compatibility.
Formatter by Zapieror swap with your favorite app
3.Filters to qualifying records
Integrate Filter by Zapier and workflow rules to continue only for qualifying referral records and avoid duplicate work.
Filter by Zapieror swap with your favorite app
4.Creates referral board item
Integrate monday.com and workflow boards to create a referral item and map name, date, contact details, notes, and count.
monday.comor swap with your favorite app
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Explore all referral program management automations
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Set up in minutes
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
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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