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How Zapier works

Zapier makes it easy to integrate GeniusReferrals with SignNow - no code necessary. See how you can get setup in minutes.

Select a trigger from GeniusReferrals

A trigger is an event that starts your Zap and runs the workflow. For example, with GeniusReferrals, a trigger could be "New Account."
A trigger is the event that kicks off your automated workflow.

Setup an action from SignNow

An action is what takes place after the automation is triggered. For example, with SignNow, the action could be "Cancel Invite to Sign and Delete Document."
An action is the event that your automated workflow performs when triggered.

That’s it! You just connected GeniusReferrals to SignNow

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Triggers and actions are the main components of every automated workflow.

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25m

Customers have created over 25 million Zaps on the platform

6 mins

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

Make work flow with AI

Level up your GeniusReferrals to SignNow integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
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Connect GeniusReferrals and SignNow 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.
An illustration representing how to automate lead management with Zapier.

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.
An illustration representing how to measure campaign impact with Zapier.

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.
An illustration representing how to automate customer support with Zapier.

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.
An illustration representing how to move and manage data with Zapier.

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.
An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

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.

  • GeniusReferrals triggers, actions, and search
    New Account

    Tiggers when a new account (program) is created.

    Trigger
    Scheduled
    Try It
    • Account Slug
      Required
    Trigger
    Scheduled
    Try It
    • Account Slug
      Required
    Trigger
    Scheduled
    Try It
    • Account Slug
      Required
    • Member's Token
      Required
    • Reference
      Required
    • Bonus Amount
      Required
    Action
    Write
    • Account Slug
      Required
    Trigger
    Scheduled
    Try It
    • Account Slug
      Required
    Trigger
    Scheduled
    Try It
    • Account Slug
      Required
    Trigger
    Scheduled
    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

Learn how to automate GeniusReferrals on the Zapier blog

Learn how to automate SignNow on the Zapier blog

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About GeniusReferrals
Referral Marketing Platform that helps businesses to acquire new customers using word of mouth and recommendation techniques.
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    About SignNow
    SignNow provides a secure and easy electronic signature solution that enables you to sign, send and manage documents anywhere while using any device.
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