1.Monitors referral workflow runs
Integrate Beacon and workflow orchestration tools to detect the referral workflow run event and start link generation for a referral record.
Create unique sign-up links for each referral record
Automatically build personalized sign-up URLs for referral records across Beacon and Formatter by Zapier. Create and update when referral record events run, extracted email is available, or name components finish encodingβso you can update registration links, set link-ready status, and keep referral data current without manual link setup.
How this automation creates sign-up links for referrals
When a referral record triggers, missing or incorrect links can stall registrations. This automation builds sign-up URLs and updates the referral record with an encoded linkβso your team can launch at the moment a referral runs.
Beaconor swap with your favorite app
2.Extracts contact email
Integrate Formatter by Zapier and data mapping tools to extract an email value and map it to the referral contact email placeholder.
Formatter by Zapieror swap with your favorite app
3.URL encodes name components
Integrate Formatter by Zapier and url encoding tools to URL encode first and last name parts for the personalized form link.
4.Updates referral with ready link
Integrate Beacon and record update tools to update the referral record by id with the personalized registration link and ready status.
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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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