GeniusReferrals + Square + Filter by Zapier

Issue referral bonuses in GeniusReferrals for new Square orders

Streamline your referral bonuses with this integration. Once active, this Zap automatically processes a new Square order to issue bonuses in GeniusReferrals, finding the associated referrals on GeniusReferrals and then issuing a bonus to the associated referrer (advocate)!

When this happens...
New OrderTriggers when a new order is processed.
TriggerPolling
automatically do this...
Find MemberFinds an existing member by email address.
ActionSearch
then do this...
Only continue if...Set up rules to specify when this Zap can continue running.
ActionFilter
then do this!
Process Referral to Trigger BonusesProcess the referral and attempts to reward the advocate taking into account the rules defined in your campaign. All restrictions set on the campaign will be checked before triggering bonuses.
ActionWrite

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Discover other triggers and actions you can use with Square, GeniusReferrals, and more

New Appointment
Triggers when a new appointment is created.
Trigger
Polling
Try It
New Customer
Triggers when a new customer is created.
Trigger
Polling
Try It
- Location
  Required
- Order Status
Trigger
Polling
Try It
- Customer ID
  Required
- Group
  Required
Action
Write
- Inventory Change Type
  Required
- Location
  Required
- Catalog Object
  Required
- Quantity
  Required
- Ignore unchanged counts
Action
Write

- Location
  Required
- Order ID
  Required
- Customer ID
  Required
- Accepted_payment_methods
  Required
- Payment due date
  Required
- Tipping enabled
- Invoice title
- Invoice number
- Description
- Delivery method
  Required
- Scheduled at
- Date of sale
Action
Write
- Payment
  Required
- Refund amount
- Reason
- Team member
Action
Write

- Help_text
- Location
  Required
Action
Write
- Customer ID
  Required
- First Name
- Last Name
- Email_address
- Phone_number
- Country
- Street Address
- Apt./Suite
- City
- State
- ZIP
- Other
- Company
- Nickname
- Reference ID
- Birthday
Action
Write
Find Order by ID
This action retrieves the details of a specific order from Square using the order ID.
Action
Write
- Customer_id
Action
Search
- Location
  Required
- Field_help
- Customer
- Fulfillment_state
- Status
Action
Search
- Location
  Required
- Field_help
- Customer
- Fulfillment_state
- Status
- Customer ID
- External Identifier
- Source
- Ticket Name
- Quantity
- Amount
- Currency
- Catalog Item Variation ID
- Note
- Unique Identifier
- Amount Discounted
- Amount Discounted Currency
- Name
- Percentage
- Type
- Unique Identifier
- Name
- Percentage
- Type
- Unique Identifier
Action
Search or write
- Account Slug
  Required
Trigger
Polling
Try It
- Account Slug
  Required
Trigger
Polling
Try It
- Account Slug
  Required
Trigger
Polling
Try It
- Account Slug
  Required
- First Name
  Required
- Last Name
  Required
- Email
  Required
- Payout Threshold
  Required
- Is this member allowed to refer?
- Currency
Action
Write
- Account Slug
  Required
- Referring Member Token
  Required
- Referral Token
  Required
- Referral Origin
  Required
- Campaign
  Required
- The source URL
  Required
- Status
Action
Write
- Account Slug
  Required
- Payout Request Id
  Required
Action
Write
- Account Slug
  Required
- Member's Token
  Required
- Currency
- First Name
- Last Name
- Email
- Payout Threshold
- Is It an Advocate?
- Status
  Required
Action
Write
- Account Slug
  Required
- Filter
- Page
- Limit
- Sort
Action
Search
- Account Slug
  Required
- Filter
- Page
- Limit
- Sort
Action
Search
- Account Slug
  Required
- Payout Request Id
  Required
Action
Search
- Account Slug
  Required
- Member's Email
  Required
- First Name
  Required
- Last Name
  Required
- Email
  Required
- Payout Threshold
  Required
- Is this member allowed to refer?
- Currency
Action
Search or write

- Item Type
Trigger
Polling
Try It
- Location
  Required
Trigger
Polling
Try It
- Location
Trigger
Polling
Try It
- Location
  Required
- Team Member ID
  Required
- Customer ID
  Required
- Date and Time of Appointment
  Required
- Appointment Service ID
  Required
- Note
Action
Write
- First Name
- Last Name
- Email_address
- Phone_number
- Country
- Street Address
- Apt./Suite
- City
- State
- ZIP
- Other
- Company
- Nickname
- Reference_id
Action
Write
- Location
  Required
- Customer ID
- External Identifier
- Buyer Email Address
- Payment Type
  Required
- Payment Note
- Quantity
  Required
- Amount
  Required
- Currency
  Required
- Line Item Name
- Catalog Item Variation ID
- Pickup
- Display Name
- Carrier
- Expected Ship Date/Time
- Shipping Note
- Fulfillment Email Address
- Phone number of the fulfillment recipient
- Address Line 1
- Address Line 2
- State
- County
- Country
- City
- Postal Code
- Discount Type
- Name
- Percentage
- Amount Discounted
- Discount Currency
- Name
- Percentage
- Type
Action
Write
- Customer ID
  Required
- Group
  Required
Action
Write
- Customer
  Required
- Attribute
  Required
- Value
  Required
- Idempotency Key
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Field_help
- Email_address
- Phone Number
- Reference ID
Action
Search
- Field_help
- Text Filter
- Location
Action
Search
- Field_help
- Email_address
- Phone Number
- Reference ID
- First Name
- Last Name
- Country
- Street Address
- Apt./Suite
- City
- State
- ZIP
- Other
- Company
- Nickname
Action
Search or write
New Account
Tiggers when a new account (program) is created.
Trigger
Polling
Try It
- Account Slug
  Required
Trigger
Polling
Try It
- Account Slug
  Required
Trigger
Polling
Try It
- Account Slug
  Required
- Member's Token
  Required
- Reference
  Required
- Bonus Amount
  Required
Action
Write
- Account Slug
  Required
- Member Token
  Required
- Status
  Required
- Payment Method
  Required
- Currency
  Required
- Amount
  Required
- Description
  Required
- PayPal Username
Action
Write
- Account Slug
  Required
- Member's Token
  Required
- Reference
  Required
- Payment Amount
- Campaign
Action
Write
- Account Slug
  Required
- Bonus' Id
  Required
- Status
  Required
Action
Write
- Account Slug
  Required
- Bonus Id
  Required
Action
Search
- Account Slug
  Required
- Member's Email
  Required
Action
Search
- Account Slug
  Required
- Member Token
  Required
Action
Search
- Account Slug
  Required
- Filter
- Page
- Limit
- Sort
Action
Search
- Only continue if...
  Required
Action
Filter

About GeniusReferrals

Referral Marketing Platform that helps businesses to acquire new customers using word of mouth and recommendation techniques.

HelpHelp

Related categories

Marketing Automation

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App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Square

Square creates tools that help sellers of all sizes start, run and grow their businesses. Square’s point-of-sale service offers tools for every part of running a business, from accepting credit cards and tracking inventory to real-time analytics and invoicing.

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Related categories

eCommerce

Payment Processing

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About Filter by Zapier

Only allow a Zap to proceed when a certain condition is met. For example, if you're sending a text message when you receive a new email, you could use a Filter that only sends a text message when the email received is from a certain address.

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