1.Trigger weekly run
Integrate Schedule by Zapier and scheduling tools to trigger the flow on your configured weekday and time.
Weekly award referral credits and update participant records
Automatically monitor the weekly schedule across Zapier and your marketing tools. Create award updates and an operations summary when pending referrals are foundβso you can grant credits, update records, and notify stakeholders without manual reporting.
How this automation sends weekly referral credits
When weekly runs find pending referral entries without automation, credits and records can fall behind. This automation finds sheet rows, iterates and updates participant records and submits referral awards, then emails a consolidated operations summaryβso you can grant rewards on time.
Schedule by Zapieror swap with your favorite app
2.Find rows with pending status
Integrate Google Sheets and spreadsheet tools to search for pending rows and return up to the configured batch size.
Google Sheetsor swap with your favorite app
3.Iterate each returned row ID
Integrate Zapier Looping and data mapping tools to loop through each sheet ID for per participant processing.
Looping by Zapieror swap with your favorite app
4.Lookup and update participant row
Integrate Google Sheets and spreadsheet update tools to match by sheet ID and set the configured awarded status.
5.Post award request to referral API
Integrate Webhooks by Zapier and API tools to submit award requests using the configured endpoint and payload.
Webhooks by Zapieror swap with your favorite app
6.Send consolidated summary email
Integrate Microsoft Outlook and email templates to send a run summary to operations and finance recipients.
Microsoft Outlookor 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
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Step 3
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