monday.com + Referral Factory

Qualify users with email in Referral Factory when new items are added to monday.com board

Efficiently manage your referral process with this workflow. Upon the addition of a new item to your monday.com board, Referral Factory initiates a task to qualify a user using an email, ensuring every potential referral is captured. This streamlined connectivity results in improved marketing efforts and potential reduction in manual workload, thereby enhancing your user qualification process.

Efficiently manage your referral process with this workflow. Upon the addition of a new item to your monday.com board, Referral Factory initiates a task to qualify a user using an email, ensuring every potential referral is captured. This streamlined connectivity results in improved marketing efforts and potential reduction in manual workload, thereby enhancing your user qualification process.

  1. When this happens...
    monday.commonday.com
    New Item in Board

    Triggers when an item is created in a specific board.

    TriggerInstant
  2. automatically do this!
    Referral FactoryReferral Factory
    Qualify User With Email

    Triggers when a referred user successfully converts. This is when a referred lead becomes qualified.

    ActionWrite
Start free with email
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Supported triggers and actions

    • Item Created In Board Copy

    • Board IDRequired

    Trigger
    Instant
    Try It
  • monday.com triggers, actions, and search

    New Board

    Triggers when a new board is created.

    Trigger
    Polling
    Try It
    • Board IDRequired

    • Column IDsRequired

    Trigger
    Instant
    Try It
    • Board IDRequired

    • Column IDRequired

    Trigger
    Instant
    Try It
monday logo
monday logo

About monday.com

monday.com helps you move projects forward fast, letting everyone know what's been done on a task—and what needs finished right now.
Learn more

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  • Project Management

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referral-factory logo
referral-factory logo

About Referral Factory

The Easy Way To Build A Referral Program
Learn more

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  • Marketing Automation

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