GeniusReferrals + SignNow

Create documents and send role-based invites in SignNow for new advocates in GeniusReferrals

Effortlessly streamline your referral process with this GeniusReferrals-SignNow integration. When a new advocate is added in GeniusReferrals, a document is instantly created from a template in SignNow, followed by a role-based invite sent to the relevant individuals. This seamless automation saves time, simplifies onboarding and ensures that vital documents are efficiently handled for every new referral.

When this happens...
New Advocate
Triggers when a new advocate is created.
TriggerScheduled
automatically do this!
Create Document From Template & Send Role-Based Invite
Creates a new document with fillable fields from a selected template and sends an invite to one or multiple signers.
ActionWrite

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Supported triggers and actions

New Account
Tiggers when a new account (program) is created.
Trigger
Scheduled
Try It
- Account SlugRequired
Trigger
Scheduled
Try It
- Account SlugRequired
Trigger
Scheduled
Try It
- Account SlugRequired
- Member's TokenRequired
- ReferenceRequired
- Bonus AmountRequired
Action
Write
- Account SlugRequired
- Member TokenRequired
- StatusRequired
- Payment MethodRequired
- CurrencyRequired
- AmountRequired
- DescriptionRequired
- PayPal Username
Action
Write

- Account SlugRequired
- Member's TokenRequired
- ReferenceRequired
- Payment Amount
- Campaign
Action
Write
- Account SlugRequired
- Bonus' IdRequired
- StatusRequired
Action
Write

- Account SlugRequired
- Bonus IdRequired
Action
Search
- Account SlugRequired
- Member's EmailRequired
Action
Search
- Account SlugRequired
- Member TokenRequired
Action
Search
- Account SlugRequired
- Filter
- Page
- Limit
- Sort
Action
Search
- Template
- Return PDF of DocumentRequired
- Return Document HistoryRequired
- Return ZIPRequired
Trigger
Instant
Try It
- Return PDF of DocumentRequired
- Return Document HistoryRequired
Trigger
Instant
Try It
- DocumentRequired
- ActionRequired
Action
Write
- TemplateRequired
- Document NameRequired
- FromRequired
- CC
- Subject
- Message
- Redirect After Signing
- Payment Settings | Merchant Account
- Payment Settings | Payer
- Payment Settings | Currency
- Payment Settings | Payment Amount
- On Completion
- Line Wrapping
Action
Write
- FileRequired
- Document Name
Action
Write
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write

- Account SlugRequired
Trigger
Scheduled
Try It
- Account SlugRequired
Trigger
Scheduled
Try It
- Account SlugRequired
Trigger
Scheduled
Try It
- Account SlugRequired
- First NameRequired
- Last NameRequired
- EmailRequired
- Payout ThresholdRequired
- Is this member allowed to refer?
- Currency
Action
Write
- Account SlugRequired
- Referring Member TokenRequired
- Referral TokenRequired
- Referral OriginRequired
- CampaignRequired
- The source URLRequired
- Status
Action
Write
- Account SlugRequired
- Payout Request IdRequired
Action
Write
- Account SlugRequired
- Member's TokenRequired
- Currency
- First Name
- Last Name
- Email
- Payout Threshold
- Is It an Advocate?
- StatusRequired
Action
Write
- Account SlugRequired
- Filter
- Page
- Limit
- Sort
Action
Search
- Account SlugRequired
- Filter
- Page
- Limit
- Sort
Action
Search
- Account SlugRequired
- Payout Request IdRequired
Action
Search
- Account SlugRequired
- Member's EmailRequired
- First NameRequired
- Last NameRequired
- EmailRequired
- Payout ThresholdRequired
- Is this member allowed to refer?
- Currency
Action
Search or write
Document Deleted
Triggers when a document has been deleted.
Trigger
Instant
Try It
- Return PDF of DocumentRequired
- Return Document HistoryRequired
Trigger
Instant
Try It
- TemplateRequired
- Document NameRequired
- FromRequired
- ToRequired
- Subject
- Message
- Redirect After Signing
Action
Write
- DocumentRequired
- From Email AddressRequired
- To Email AddressRequired
- Subject
- Message
- Redirect After Signing
Action
Write
- FileRequired
- Document Name
Action
Write

About GeniusReferrals

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

Related categories

Marketing Automation

Similar apps

Zapier Interfaces

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

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.

Related categories

Signatures

Related Zap Templates

Request signatures in SignNow for new Genius Referrals advocates

Update members in GeniusReferrals for newly-completed SignNow documents

GeniusReferrals + SignNow

Create documents and send role-based invites in SignNow for new advocates in GeniusReferrals

New Account

New Bonus

New Payout Request

Add Manual Bonus

Create Payout Request

Process Referral to Trigger Bonuses

Update Bonus

Find Bonus

Find Member

Find Advocate's Share Links

Find Payout Requests

Document Completed

Document Updated

Cancel Invite to Sign and Delete Document

Create Document From Template & Send Role-Based Invite

Upload Document

API Request (Beta)

New Advocate

New Member

New Referral

Create Member

Create Referral

Redeem Payout Request

Update Member

Find Bonuses

Find Members

Find Payout Request

Find or Create Member

Document Deleted

New Document

Create Document From Template & Send Free Form Invite

Invite to Sign

Upload Document & Extract Fields

About GeniusReferrals

Related categories

Similar apps

Zapier Interfaces

About SignNow

Related categories

Related Zap Templates

Related Zap Templates