1.Triggers on new invitation forms
Integrate Tally, form tools, and payload mapping to capture completed affiliate invitation form responses and centralize customer invite details.
Send affiliate activation invitations to customers by email
Automatically monitor completed affiliate invitation form submissions across Tally. Send activation emails when qualifying partner and customer email details are provided or partner account references matchβso you can create invites, log delivery, and start activation without manual reporting.
How this automation sends activation invites
When completed affiliate invitation form submissions roll in, missed or invalid requests slow down activation. This automation validates partner relationships, generates invitation IDs, and sends emails while logging every issued inviteβso your team can launch activations fast.
Tallyor swap with your favorite app
2.Finds partner and customer accounts
Integrate Salesforce and CRM lookup tools to validate partner relationships from partner account reference and proceed only for qualifying matches.
Salesforceor swap with your favorite app
3.Generates unique invitation ID
Integrate Code by Zapier and automation logic tools to create a short unique invitation ID with an issued timestamp for logging.
Code by Zapieror swap with your favorite app
4.Calculates invitation expiry date
Integrate Formatter by Zapier and date formatting tools to add an expiry window and format it as ISO for tracking.
Formatter by Zapieror swap with your favorite app
5.Appends invite tracking row
Integrate Microsoft Excel and reporting systems to add a tracking row for invitation id, expiry date, and references for audit.
Microsoft Excelor swap with your favorite app
6.Sends activation email
Integrate SMTP by Zapier and email delivery tools to send the activation email with invitation and partner parameters to the customer.
SMTP by Zapieror swap with your favorite app
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