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Choose a Trigger

Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Referee Added" from AutoRefs.

Add your action

An action happens after the trigger—such as "Custom Action" in Funnelytics.

You’re connected!

Zapier seamlessly connects AutoRefs and Funnelytics, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

New Referee Added
Triggers when a new referee is created.
Trigger
Polling
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New Reference Request
Triggers when a new reference request is created.
Trigger
Polling
Try It
- Action name
  Required
- Email
- Funnelytics ID
- Entry Date
  Required
- Customer Name
- Company name
- Key 1
- Value 1
- Key 2
- Value 2
- Key 3
- Value 3
Action
Write
- Email
- Funnelytics ID
- Entry date
  Required
- Form name
- Form Id
- Customer Name
- Company name
- Key 1
- Value 1
- Key 2
- Value 2
- Key 3
- Value 3
Action
Write

New Reference Completed
Triggers when a new Reference is completed.
Trigger
Polling
Try It
- Applicant Name
  Required
- Applicant Email
  Required
- Applicant Phone
  Required
- Applicant Designation
  Required
- Question Profile
  Required
- References Required
  Required
- Reminders
  Required
- Reminder End Date
- Applicant Message
  Required
Action
Write
- Funnelytics ID
- Email
- Entry date
  Required
- Deal ID
- Deal Label
- Deal Amount
  Required
- Customer Name
- Company name
- Key 1
- Value 1
- Key 2
- Value 2
- Key 3
- Value 3
Action
Write
- Transaction Type
- Email
- Funnelytics ID
- Entry date
  Required
- Checkout name
- Checkout Id
- Customer Name
- Company name
- Product SKU
  Required
- Product label
  Required
- Order Id
- Total value in cents
  Required
- Currency
  Required
- Key 1
- Value 1
- Key 2
- Value 2
- Key 3
- Value 3
Action
Write

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Connect AutoRefs and Funnelytics to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your AutoRefs to Funnelytics integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About AutoRefs

AutoRefs is a cloud-based reference checking system that automates the communication process between a company, their applicant, and the referee, cutting out paper-based reference checking and calls from your HR process.

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Related categories

HR Talent & Recruitment

About Funnelytics

Funnelytics is a visual customer journey analytics tool that lets you map your journey on a whiteboard and overlay data to see how it's actually performing.