1.Detect booked status change
Integrate monday.com and reporting fields to retrieve item details after the status change for reward lookup inputs.
Issue booked referral reward to recognized employee today
Automatically monitor the monday.com status column across monday.com and alert systems. Issue the referral reward when booking is marked booked, referral status updates, or qualifying records changeβso you can create bonuses, notify admins, and prevent missed rewards without manual follow-up.
How this automation issues referral rewards reliably
When the monday.com status column changes to a booked referral, delayed rewards can frustrate employees and hide lookup failures. This automation retrieves booking details, filters qualifying records, creates Bonusly bonuses, and emails admins on errorsβso your team can issue rewards on time.
monday.comor swap with your favorite app
2.Filter to qualifying records
Integrate Zapier and conditional logic to continue only when the status matches the configured booked value.
Email by Zapieror swap with your favorite app
3.Find user by email
Integrate Bonusly and user directories to search for a user by the source email and continue only when found.
Bonuslyor swap with your favorite app
4.Create referral bonus
Integrate Bonusly and reward settings to create the bonus with receiver, reason text, points, and tags.
5.Email admins on failure
Integrate Microsoft Outlook and email routing to send admin notifications when errors or missing users occur.
Microsoft Outlookor swap with your favorite app
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Scale referral program growth with automated referral tracking, reward routing, and advocate notifications
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Step 1
Connect your tools
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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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