ClickUp + Referral Rock

Create tasks in ClickUp for new members in Referral Rock

Effortlessly manage your increasing membership with a unique workflow. When a new member joins via Referral Rock, this setup will immediately create a task in ClickUp for streamlined member management. Enhance your administrative efficiency and never miss out on acknowledging a new member ever again.

Effortlessly manage your increasing membership with a unique workflow. When a new member joins via Referral Rock, this setup will immediately create a task in ClickUp for streamlined member management. Enhance your administrative efficiency and never miss out on acknowledging a new member ever again.

  1. When this happens...
    Referral RockReferral Rock
    New Member

    Triggers when a new member signs up.

    TriggerInstant
  2. automatically do this!
    ClickUpClickUp
    Create Task

    Creates a new task.

    ActionWrite
Start free with email
Start free with email
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Supported triggers and actions

What does this mean?
  • Referral Rock triggers, actions, and search

    New Member

    Triggers when a new member signs up.

    Trigger
    Instant
    Try It
  • Referral Rock triggers, actions, and search

    New Reward

    Triggers when a new reward is created.

    Trigger
    Instant
    Try It
  • Referral Rock triggers, actions, and search

    Updated Referral

    Triggers when a referral is updated.

    Trigger
    Instant
    Try It
    • First NameRequired

    • Last NameRequired

    • EmailRequired

    • Contact TypeRequired

    Action
    Write
  • Referral Rock triggers, actions, and search

    New Referral

    Triggers when a new referral is created.

    Trigger
    Instant
    Try It
  • Referral Rock triggers, actions, and search

    Updated Member

    Triggers when a member is updated.

    Trigger
    Instant
    Try It
    • ProgramRequired

    • First NameRequired

    • EmailRequired

    • Last Name

    • Address Line

    • Address Line 2

    • Referral Code

    • Phone Number

    • Date of Birth

    • City

    • Country Subdivision

    • Country

    • Postal Code

    • Password

    • External Id

    • Disabled Flag

    • Custom Override URL

    • Custom Option 1 Name

    • Custom Option 1 Value

    • Custom Text 1 Name

    • Custom Text 1 Value

    • Custom Text 2 Name

    • Custom Text 2 Value

    • Send Registration Email

    • Payout Type

    • Payout Use Default Values

    • Payout Email

    Action
    Write
    • First NameRequired

    • Last Name

    • EmailRequired

    • Referral CodeRequired

    • Amount

    • Company Name

    • Phone Number

    • Note

    • Public Note

    • External Id

    • Preferred Form of Contact

    • Custom Option 1 Name

    • Custom Option 2 Name

    • Custom Text 1 Name

    • Custom Text 2 Name

    • Custom Text 3 Name

    • Custom Option 1 Value

    • Custom Option 2 Value

    • Custom Text 1 Value

    • Custom Text 2 Value

    • Custom Text 3 Value

    Action
    Write
clickup logo
clickup logo

About ClickUp

ClickUp is a productivity platform that allows you to manage your work and personal tasks in a beautifully intuitive environment.
Learn more

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  • Project Management

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referral-rock logo
referral-rock logo

About Referral Rock

Referral Rock helps businesses to design, track and manage referral programs.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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