Deskera + Refersion Integration

Connect Deskera to Refersion - Automate your workflows in 1-click

Set up Deskera automations to simplify your bookkeeping, improve cash flow, track all your finances & transactions in one place, and get better financial insights. Refersion automations help you streamline order processing, manage inventory levels, and improve customer communication. Get the best of both with Integrately’s Deskera + Refersion integration.
Get Started For Free ✔ Free forever. ✔ Use premium features free for 14 days.

Ready Workflows For Deskera + Refersion Integration

Just click on the workflow you want to automate
most-popular-automations
Deskera + Refersion Integration

Create Refersion affiliate for new Deskera contact

If you're using Deskera to manage your sales leads, it's important to also use Refersion to manage your email marketing.

But adding contacts manually is a time-consuming process - which is why we recommend setting up this automation. When a new contact is created in Deskera, a corresponding affiliate will automatically be created in Refersion.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
See more
Activate
Refersion + Deskera Integration

Create Deskera contact for new Refersion affiliate

There are many reasons why someone might choose to use two different marketing tools. One common reason is - the ability to reach a wider audience.

For example, if one tool is better suited for reaching customers in a certain geographic region, while another is better for reaching customers of a certain age group, using both can help businesses reach their target market more effectively.

Integration of your new Deskera contact and Refersion affiliate can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.
See more
Activate
  • 1of2

Create Your Own Deskera & Refersion Integration Without Any Code

1. Select when the automation is executed
2. Select what action you want to automate
Create Custom Workflow
Deskera + Refersion Integration
1.
  • Deskera
    Contact is created in Deskera

    Triggers the automation when a new contact is created

  • Deskera
    CRM Contact is created in Deskera
  • Deskera
    Contact is created in CRM+ in Deskera

    Triggers the automation when a new contact is created in CRM+

    Instant
  • Deskera
    Product is created in Deskera

    Triggers the automation when a new product is created

  • Deskera
    Sales invoice is created in Deskera

    Triggers the automation when a sales invoice is created

  • Deskera
    Deal is created in CRM+ in Deskera

    Triggers the automation when a deal is created in CRM

    Instant
  • Deskera
    Payment entry is created in Deskera

    Triggers the automation when a payment entry is created

  • Refersion
    Affiliate is created in Refersion

    Triggers the automation when a new affiliate is added

    Instant
  • Refersion
    Conversion is created in Refersion

    Triggers the automation when a conversion occurs

    Instant
  • Refersion
    Affiliate status is changed in Refersion

    Triggers the automation when affiliate status changes

    Instant
  • Refersion
    Affiliate details are changed in Refersion

    Triggers the automation when affiliate details are updated

    Instant
  • Refersion
    Conversion is approved in Refersion

    Triggers the automation when a conversion is successful

    Instant
  • Refersion
    Conversion is denied in Refersion

    Triggers the automation when a conversion fails

    Instant
  • Refersion
    Conversion trigger is created in Refersion

    Triggers the automation when a conversion occurs

    Instant
  • Refersion
    Payment is created in Refersion

    Triggers the automation when a new payment is created

    Instant
2.
  • Deskera
    Search invoice in Deskera

    Searches for an invoice

  • Deskera
    Create payment entry in Deskera

    Creates a new payment entry

  • Deskera
    Create contact in Deskera

    Adds a new contact to the database

  • Deskera
    Create sales invoice in Deskera

    Generates a new sales invoice with pre-filled details

  • Deskera
    Create crm contact in Deskera
  • Deskera
    Search contact in Deskera

    Finds and retrieves contact information

  • Deskera
    Search CRM contact in Deskera
  • Deskera
    Create a new contact in CRM+ in Deskera

    Adds a new contact to the crm contact list

  • Deskera
    Search product in Deskera

    Searches for a product

  • Deskera
    Create product in Deskera

    Generates and launch new products

  • Deskera
    Create account in Deskera

    Generates a new account

  • Deskera
    Search account in Deskera

    Searches for account information

  • Deskera
    Create quotation in Deskera

    Generates a new quotation with predefined details

  • Deskera
    Update contact in Deskera

    Updates contact information with new details

  • Refersion
    Create affiliate in Refersion

    Generates unique referral links for affiliate partners

  • Refersion
    Search affiliate in Refersion

    Searches for a particular affiliate partner

  • Refersion
    Get affiliate in Refersion

    Retrieves details of an affiliate partner

  • Refersion
    Add conversion cancellation in Refersion

    Cancel conversions in progress to prevent incorrect data tracking

3x-10x Less Expensive Than Popular Alternatives
Popular Alternative
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99
See Pricing

Integrate Deskera & Refersion In 1 Click
And Save Time & Money Both

Automation has never been this easy & budget-friendly. To get you started, Integrately offers an AI automation builder & millions of ready-made automations. Need help? You get 24/5 live chat support. Plus, Integrately offers a free plan and affordable paid plans to fit the needs of everyone, from individuals to large enterprises. Sign up for your free Integrately plan today!

Want to automate something else in your workflow?

You Can Also Connect Deskera or Refersion With 1200+ Other Apps

undefined Integrations

Deskera is a cloud-based accounting software that connects with your existing ERP. It is designed to be easy to use, yet powerful for businesses of all sizes and across all industries.

See Deskera Integrations
undefined Integrations

Refersion is a powerful affiliate network management solution. It's designed to give merchants complete control over all aspects of their affiliate marketing programs, helping them grow and manage profitable affiliate networks.

See Refersion Integrations

❤Trusted by 42,000+ Customers

Highest Rated Integration Platform on G2
Connect Deskera + Refersion Now
In Just 1 Click!
P
ProductHunt

Most upvoted product of the month

▲ 2000+
leadermost-implementableeasiest-to-do-businessbest-support