1.Detect new member added
Integrate Circle to detect new member added with a referral code to start referral capture.
Create referral records and notify referrer in community
Automatically detect new member added with a referral code across Circle and Zapier Tables. Create and update referral records and notify referrers when member joins with a referrer code, normalized code matches a saved code, or lookup finds the codeβso you can create records, increment usage, and send private messages without manual follow-up.
How this automation protects referral attribution
When a new member is added with a referral code, you risk missed attribution and delayed rewards. This automation filters and normalizes referral codes, creates and updates referral records in Zapier Tables, and sends a private Circle messageβso your team can award points without chasing follow-ups.
Circleor swap with your favorite app
2.Filters for referrer code
Integrate Filter by Zapier to continue only when a referrer code is present to qualify signups.
Filter by Zapieror swap with your favorite app
3.Normalizes referral code
Integrate Formatter by Zapier to normalize the referral code format to produce a consistent lookup key.
Formatter by Zapieror swap with your favorite app
4.Looks up code in table
Integrate Zapier Tables to find the formatted code in your referral-codes table to confirm a valid referral.
Zapier Tablesor swap with your favorite app
5.Creates referral and updates usage
Integrate Zapier Tables to create a referral record and increment the usage counter to log reward eligibility.
6.Updates referrer and sends message
Integrate Circle to update referrer referral count, apply a tag, and send a private message to congratulate the referrer.
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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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