1.Detect new rows from custom query
Integrate MySQL and database query tools to detect newly created referred trading account rows and trigger the partner notice workflow.
Send partner notice for each new trading account
Automatically detect newly created trading account rows from MySQL queries across MySQL and SendGrid. Automatically send partner notices when referred accounts are created, affiliate matches appear, or rows qualifyβso you can email partner details, confirm trading context, and reduce manual partner follow-up.
How this automation accelerates partner onboarding
When newly created referred trading account rows appear in MySQL, partner onboarding can stall and humans may miss time-sensitive outreach. This automation runs the query, filters qualifying rows, and sends partner notice emailsβso your team can notify partners fast without chasing spreadsheets.
MySQLor swap with your favorite app
2.Run query to fetch referred accounts
Integrate MySQL and reporting tools to run the custom query and return partner reference, client identifier, and trading login details.
3.Continue only for qualifying rows
Integrate Filter by Zapier and workflow rules to continue only when the query returns qualifying partner referral rows.
Filter by Zapieror swap with your favorite app
4.Send partner transactional email
Integrate SendGrid and email delivery tools to map account fields into templates and send transactional partner notice emails.
SendGridor swap with your favorite app
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