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"manage new Incentivefox referrals by finding corresponding customers in Sage Intacct"
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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 someone submits a new referral.
Try ItTriggerInstant - Referrer First NameRequired
- Referrer Last NameRequired
- Referrer Email
- Referrer Phone Number
- Referee First NameRequired
- Referee Last NameRequired
- Referee Email Address
- Referee Phone Number
- Referee AddressLine1
- Referee AddressLine2
- Referee City
- Referee State
- Referee Zip Code
- Referrer AddressLine1
- Referrer AddressLine2
- Referrer City
- Referrer State
- Referrer ZipCode
- Source Key
- Salesperson Email
- External Id
- Referral Date
- Notes
ActionWrite
- DateRequired
- First Name
- Last Name
- AmountRequired
- Phone NumberRequired
- Email Address
- Payment Id
- Full Name
ActionWrite- Referee Unique IdRequired
- Comments
- Salesperson Email
- Sales Price
- Reward Amount
ActionWrite
Incentivefox Help & Support
Common questions
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