Erxes + Refersion Integration

Integrate Erxes to Refersion in one click, or tell Integrately AI how you want each customer handled. Create affiliates, update partner details, log conversions, and track program growth automatically.

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1.
  • Erxes
    Customer is created in Erxes Instant
  • Erxes
    Customer is updated in Erxes Instant
  • Erxes
    Customer is deleted in Erxes Instant
  • Erxes
    Form submission is received in Erxes Instant
  • Erxes
    Company is created in Erxes Instant
  • Erxes
    Company is updated in Erxes Instant
  • Erxes
    Company is deleted in Erxes Instant
  • Erxes
    Admin sends engagement message in Erxes Instant
  • Erxes
    Customer sends a message in Erxes Instant
  • Erxes
    Admin sent message in Erxes Instant
  • Erxes
    Knowledge base is created in Erxes Instant
  • Erxes
    Knowledge base is updated in Erxes Instant
  • Erxes
    Knowledge base is deleted in Erxes Instant
  • Refersion
    Affiliate is created in Refersion Instant
  • Refersion
    Conversion is created in Refersion Instant
  • Refersion
    Affiliate status is changed in Refersion Instant
  • Refersion
    Affiliate details are changed in Refersion Instant
  • Refersion
    Conversion is approved in Refersion Instant
  • Refersion
    Conversion is denied in Refersion Instant
  • Refersion
    Conversion trigger is created in Refersion Instant
  • Refersion
    Payment is created in Refersion Instant
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2.
  • Refersion
    Create affiliate in Refersion
  • Refersion
    Search affiliate in Refersion
  • Refersion
    Get affiliate in Refersion
  • Refersion
    Add conversion cancellation in Refersion

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Ready Workflows Ready Workflows for Erxes + Refersion Integration

Capture new customers, create affiliates, update partner details, track conversions, and manage rewards, all in just one click.

Most popular automationmost-popular-automations
Erxes + Refersion Integration

Create Refersion affiliate for new Erxes contact

There are many reasons why someone might choose to use two different marketing tools. One common reason being - able 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.

Thus, integration of your new Refersion affiliate and Erxes contact 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.
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Connect more apps to your Erxes + Refersion flow

Sync affiliate data with your CRM, email tools, and spreadsheets to keep operations running smoothly. Pick a combination and activate it in one click.

Erxes
Refersion
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ShopifyShopify (4)
+
MailchimpMailchimp (4)
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StripeStripe (4)
+
Google SheetsGoogle Sheets (4)
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SlackSlack (4)
+
QuickBooks OnlineQuickBooks Online (4)
E
R
S
Add every new Erxes customer as a Refersion affiliate, and create a customer profile in Shopify.
New Erxes customers become Refersion affiliates instantly while setting up a customer record in Shopify, eliminating manual data entry.
E
R
S
When a form submission is received in Erxes, search the Refersion affiliate and log the order in Shopify.
Capture form details, verify affiliate records in Refersion, and record the order in Shopify automatically.
E
R
S
When a company is created in Erxes, get affiliate details from Refersion and update customer metadata in Shopify.
Keep partner records updated in Shopify and Refersion whenever a new company joins Erxes.
E
R
S
When a customer is updated in Erxes, add a conversion cancellation in Refersion and update the Shopify order.
Manage cancellations across Refersion and Shopify automatically when customer details change in Erxes.

Supported triggers and actions for Erxes and Refersion

Mix and match to build the exact automation you need

Erxes
Erxes Triggers & Actions
Instant
Customer is created in Erxes
Triggers the automation when a new customer is created
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Instant
Customer is updated in Erxes
Triggers the automation when customer details are updated
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Instant
Customer is deleted in Erxes
Triggers the automation when a customer is removed from the database
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Instant
Form submission is received in Erxes
Triggers the automation when a form is filled
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Instant
Company is created in Erxes
Triggers the automation when a new company is created
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Instant
Company is updated in Erxes
Triggers the automation when a company is updated
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Instant
Company is deleted in Erxes
Triggers the automation when a company is deleted
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Instant
Admin sends engagement message in Erxes
Triggers the automation when an admin sends an engagement message to a contact
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Instant
Customer sends a message in Erxes
Triggers the automation when a customer sends a message
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Instant
Admin sent message in Erxes
Triggers the automation when the admin sends a message to someone
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Instant
Knowledge base is created in Erxes
Triggers the automation when new knowledge base is created
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Instant
Knowledge base is updated in Erxes
Triggers the automation when a knowledge base is modified
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Instant
Knowledge base is deleted in Erxes
Triggers the automation when a knowledge base is deleted
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No action is available
Refersion
Refersion Triggers & Actions
Instant
Affiliate is created in Refersion
Triggers the automation when a new affiliate is added
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Instant
Conversion is created in Refersion
Triggers the automation when a conversion occurs
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Instant
Affiliate status is changed in Refersion
Triggers the automation when affiliate status changes
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Instant
Affiliate details are changed in Refersion
Triggers the automation when affiliate details are updated
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Instant
Conversion is approved in Refersion
Triggers the automation when a conversion is successful
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Instant
Conversion is denied in Refersion
Triggers the automation when a conversion fails
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Instant
Conversion trigger is created in Refersion
Triggers the automation when a conversion occurs
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Instant
Payment is created in Refersion
Triggers the automation when a new payment is created
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Create affiliate in Refersion
Generates unique referral links for affiliate partners
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Search affiliate in Refersion
Searches for a particular affiliate partner
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Get affiliate in Refersion
Retrieves details of an affiliate partner
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Add conversion cancellation in Refersion
Cancel conversions in progress to prevent incorrect data tracking
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What can you automate with Erxes + Refersion?

Streamline your customer onboarding and affiliate management workflows with powerful, reliable automation.

What you can automate?
🔗
Create Refersion affiliates from Erxes customers
Automatically provision a new Refersion affiliate the moment a customer is created in Erxes. Eliminate manual data entry and onboard partners instantly.
📋
Capture every submitted form field
Map all available Erxes form submission details directly into your Refersion affiliate records instead of basic names and emails. Your partner database becomes significantly more detailed.
🔔
Notify your team on Slack instantly
Send real-time alerts to your team channels in Slack whenever a new customer is registered or an affiliate conversion is approved in Refersion.
🔀
Route records based on submitted criteria
Perform different actions depending on the specific tier or options selected in your Erxes form submissions, directing high-value leads to priority affiliate groups.
🔄
Keep partner records updated automatically
Synchronize customer profile updates from Erxes directly to your Refersion affiliate network so contact details and statuses never fall out of sync.
🔍
Search and update instead of creating duplicates
Look up existing affiliate profiles in Refersion before creating new records, ensuring your database remains clean and free of duplicate entries.
❌
Handle conversion cancellations seamlessly
Automatically add conversion cancellations in Refersion when customer details or order statuses are updated in Erxes, keeping commission payouts accurate.
⚡
Extend your workflow to Shopify and Slack
Connect Erxes and Refersion as the core foundation, then automatically trigger actions in Shopify, Slack, or Google Sheets to complete your operational pipeline.
And much more...

Who is Erxes + Refersion integration for?

Operations, affiliate management, and marketing teams automate customer onboarding and partner program tracking to eliminate manual data entry across Erxes and Refersion.

Affiliate Program Managers
Affiliate Program Managers
Customer Support Leads
Customer Support Leads
Operations Directors
Operations Directors
Growth Marketing Specialists
Growth Marketing Specialists
Sales Development Reps
Sales Development Reps
Finance and Compliance Officers
Finance and Compliance Officers
📈
Affiliate Program Managers
You're tracking partner program performance by manually exporting customer records from Erxes into Refersion, but the reports are always outdated and partner signups stall — this integration means every new customer becomes an affiliate instantly and your program data stays current.
⚡
Customer Support Leads
You need to act fast when new customer messages arrive in Erxes, but ticket details take too long to reach your affiliate team in Refersion — automating both apps means partner inquiries are routed immediately and response times drop across the board.
📊
Operations Directors
You answer to stakeholders who want real-time visibility into affiliate conversions, but manual data transfers between Erxes and Refersion create persistent reporting gaps — with this integration, every conversion and customer record synchronizes automatically without manual effort.
🔄
Growth Marketing Specialists
The volume of new customer submissions in Erxes is too high for your team to keep up with by hand, leading to delayed affiliate onboarding in Refersion — connecting these apps means lead processing scales effortlessly and no prospective partner slips through the cracks.
🤝
Sales Development Reps
You own the outreach stage and depend on customer data being handed over from Erxes, but manual handoffs to Refersion cause frustrating delays — automating Erxes and Refersion ensures prospect details move to your partner network the second they register.
🗂️
Finance and Compliance Officers
You need a reliable audit history of every affiliate payout and customer conversion, but fragmented records between Erxes and Refersion keep leaving gaps — this integration means every transaction and affiliate status change is logged accurately from day one.
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Why choose Integrately to automate Erxes + Refersion

Build and manage your Erxes + Refersion automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Erxes + Refersion with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
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Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Erxes to Refersion?
Frequently Asked Questions
You can connect Erxes to Refersion instantly using 1-click workflows or ask Integrately AI to build custom automations. It integrates seamlessly with Shopify, Google Sheets, Slack, and 1,500+ other apps.
Can I automatically create a Refersion affiliate when a customer is created in Erxes?
Frequently Asked Questions
Can I connect Erxes, Refersion, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Erxes and Refersion?
Frequently Asked Questions
How does Erxes handle customer data during automation?
Frequently Asked Questions
Can Refersion conversion events trigger actions in other apps?
Frequently Asked Questions
How do I automate Erxes and Refersion without coding?
Frequently Asked Questions
Is the Erxes and Refersion integration free?
Frequently Asked Questions
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You Can Also Connect Erxes or Refersion With 1500+ Other Apps

Erxes
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Refersion
Popular Refersion Integrations
Sync Refersion with accounting, e-commerce, and reporting tools to keep your affiliate program data accurate across your stack.
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