1.Detect new referral form response
Integrate Tally and referral form fields to capture the submitted friend and referral details to trigger invite prep.
Send referral invite email to a nominated friend
Automatically monitor new referral form submissions across Tally and validate friend emails. Automatically send personalized referral invite emails when referrals are submitted or emails look valid or queued sends triggerβso you can reduce bounces, speed outreach, and protect deliverability without manual follow-up.
How this automation sends referral invites fast
When new referral form responses come in, delays and invalid emails can waste deliverability and stall referrals. This automation maps referral fields, validates friend emails, delays queued sends, and sends Gmail invitesβso your team can scale outreach without manual checking.
Tallyor swap with your favorite app
2.Map referral data into email fields
Integrate Tally and email template placeholders to map friend email, referrer message, and referral link to personalize invites.
3.Validate friend email before sending
Integrate Zapier and email validation checks to continue only for qualifying records and to stop invalid entries.
Email by Zapieror swap with your favorite app
4.Delay queued referral sends
Integrate Zapier and scheduling tools to hold queued paths briefly so near-duplicate invites batch together.
5.Send personalized referral invite email
Integrate Gmail and email templates to send the referral invite with mapped subject and HTML body content.
Gmailor swap with your favorite app
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Explore all referral program management automations
Scale referral program growth with automated referral tracking, reward routing, and advocate notifications
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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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