1.Detect new invoice
Integrate QuickBooks Online and accounting tools to watch for new invoices to trigger referral qualification checks.
Update referral to qualified when invoice records match
Automatically monitor new invoice creation across QuickBooks Online and referral identifiers across Referral Rock. Create and update when invoices include an external referral ID, so you can find the right referral, mark it Qualified, and avoid manual reconciliation without manual reconciliation.
How this automation qualifies referrals from invoices
When new invoices land but referral identifiers are not reconciled, qualified referrals stay inaccessible and coordination stalls. This automation filters for referral IDs, looks up the matching referral in Referral Rock, and updates it to Qualified with invoice detailsβso your team acts fast.
QuickBooks Onlineor swap with your favorite app
2.Check for referral identifier
Integrate Filter by Zapier and invoicing fields to continue only when the invoice includes a referral identifier.
Filter by Zapieror swap with your favorite app
3.Find referral by external ID
Integrate Referral Rock and data lookup tools to find the referral that matches the external ID and map invoice fields.
Referral Rockor swap with your favorite app
4.Skip when referral is missing
Integrate Filter by Zapier and validation tools to continue only if a referral record was found.
5.Update referral to qualified
Integrate Referral Rock and CRM record tools to set status to Qualified and attach the invoice number as a note.
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Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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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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