1.Monitor participation record updates
Integrate Airtable and participant databases to detect participation-related field changes and map values to referral lookup fields.
When a participation status changes in your database, referrals can lag and approvals can stall. This automation routes those updates through Airtable, then finds and updates the matching Referral Rock recordβso your team sees accurate program status immediately.
Integrate Airtable and participant databases to detect participation-related field changes and map values to referral lookup fields.
Integrate Delay by Zapier and automation timing tools to wait 2 minutes so concurrent writes settle before lookup.
Integrate Filter by Zapier and data validation tools to continue only when participation status is present or changed.
Integrate Referral Rock and CRM data tools to search referrals by mapped participant email and stop when no match exists.
Integrate Referral Rock and record update tools to map participation status and timestamp, set program status, and add an internal note.
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Step 1
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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