Referral Rock + Expensify Integration

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Referral Rock + Expensify Integration
1.
  • Referral Rock
    Member is created in Referral Rock

    Triggers the automation when a new member is added

    Instant
  • Referral Rock
    Member is updated in Referral Rock

    Triggers the automation when a member's profile is updated

    Instant
  • Referral Rock
    Referral is created in Referral Rock

    Triggers the automation when a referral is created

    Instant
  • Referral Rock
    Referral is updated in Referral Rock

    Triggers the automation when a referral is updated

    Instant
  • Referral Rock
    Reward is created in Referral Rock

    Triggers the automation when a reward is created

    Instant
  • Referral Rock
    Reward is updated in Referral Rock

    Triggers the automation when a reward is updated

    Instant
2.
  • Referral Rock
    Add member in Referral Rock

    Adds a new member to the particular group or team

  • Referral Rock
    Search member in Referral Rock

    Searches for a member with

  • Referral Rock
    Add referral in Referral Rock

    Creates and track referrals with

  • Referral Rock
    Add potential invite in Referral Rock

    Sends invitations to potential contacts for upcoming events

  • Referral Rock
    Update referral in Referral Rock

    Updates referral information

  • Referral Rock
    Search referral in Referral Rock

    Searches for a referral

  • Referral Rock
    Search program in Referral Rock

    Searches for a program

  • Referral Rock
    Unsubscribe email in Referral Rock

    Removes email address from mailing list

  • Expensify
    Create single expense in Expensify

    Logs a new single expense

  • Expensify
    Create expense report in Expensify

    Generates a new expense report

  • Expensify
    Export report to PDF in Expensify

    Export the report to a pdf file

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