Integrate Docupilot with Referral Rock
Send information between Docupilot and Referral Rock automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Docupilot and Referral Rock using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Email address added to unsubscribed list
Triggers when an email address is added to unsubscribed list for all email types
Member updated
Triggers when the details of an existing member are updated
Program created
Triggers when a new program is created
Referral status updated
Triggers when the status of an existing referral is updated
Reward created
Triggers when a new reward is created
Referral created
Triggers when a new referral is created
Member added
Triggers when a new member is signed up
Reward updated
Triggers when the details of an existing reward are updated
All Actions - Actions are the automated tasks
Create document
Creates a new document from a specified template
Create folder
Creates a new folder
Add referral
Adds a new referral from a member
Unsubscribe email address
Adds the specified email address to the unsubscription list
Add member
Adds a new member to the selected referral program
Fetch member
Fetches the details of an existing member
What is Docupilot?
Docupilot is a document automation application that lets you create documents using intelligent templates and data, automate document workflows and more.
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What is Referral Rock?
Referral Rock is an online referral marketing automation suite that helps businesses design marketing programs. It offers a great sharing experience for more word of mouth, and lets you launch on-brand programs faster with no developers required.
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