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Choose a Trigger
Choose an Action
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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 Referral
Triggers when a new referral is created.
Try It - Name
- Mobile Phone
- EmailRequired
- Preferred Delivery MethodRequired
- Send Invite Message
- Choose Template
- Advocate EmailRequired
- Friend NameRequired
- Friend EmailRequired
- Friend Mobile Phone
- Preferred Delivery MethodRequired
- Send Invite Message
- Setup Directions
Try It
- Name
- EmailRequired
- Mobile Phone
- Advocate NameRequired
- Advocate EmailRequired
- Advocate Mobile Phone
- Friend NameRequired
- Friend EmailRequired
- Friend Mobile Phone
- Set the service date to confirm the referral.
- Choose delay for granting the reward after the service date.
- Referral Notes
- Email AddressRequired
Try It- Free_test_limitation
- ToRequired
- SubjectRequired
- Body (HTML or Plain)Required
- Attachment
- From_name
- Reply_to
- Cc
- Bcc
- Force Linebreaks?
- Enable read receipts?
Learn how to automate OneLocal LocalReferrals on the Zapier blog
Learn how to automate Email by Zapier on the Zapier blog
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