Join It + Refersion Integration

Integrate Join It to Refersion in one click, or tell Integrately AI how you want each membership handled. Create affiliates, track payments, search records, and manage your affiliate marketing program automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Join It
    Membership is created in Join It Instant
  • Join It
    Membership is updated in Join It Instant
  • Join It
    Payment is created in Join It Instant
  • Join It
    Membership is renewed in Join It Instant
  • Join It
    Membership goes into inactive status in Join It 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
Arrow Right
2.
  • Refersion
    Create affiliate in Refersion
  • Refersion
    Search affiliate in Refersion
  • Refersion
    Get affiliate in Refersion
  • Refersion
    Add conversion cancellation in Refersion

Trusted by experts at...

indeed-logoIntuit-logonvidia-logosalesforce-logottc-logoWalmart-logoaccenture-logoadobe-logoatlassian-logocisco-logodeloitte-logohp-logo
indeed-logoIntuit-logonvidia-logosalesforce-logottc-logoWalmart-logoaccenture-logoadobe-logoatlassian-logocisco-logodeloitte-logohp-logo

Ready Workflows Ready Workflows for Join It + Refersion Integration

Create affiliates, update membership records, process payments, and manage your network, all in just one click.

Most popular automationmost-popular-automations
Join It + Refersion Integration

Create Refersion affiliate for new Join It memberships

If you're using Join It 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 memberships is created in Join It, 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
  • 1of1
Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Join It + Refersion flow

Sync new memberships with customer platforms, team messaging tools, and financial ledgers to keep your operations aligned. Pick a combination and activate it in one click.

Join It
Refersion
+
ShopifyShopify (4)
+
MailchimpMailchimp (4)
+
StripeStripe (4)
+
QuickBooks OnlineQuickBooks Online (4)
+
SlackSlack (4)
+
Google SheetsGoogle Sheets (4)
J
R
S
Create a Refersion affiliate from every new Join It membership, and add a Shopify customer.
New Join It memberships automatically generate a Refersion affiliate and create a Shopify customer in seconds, eliminating manual data entry.
J
R
S
When a Join It payment is created, create a Refersion affiliate and add a customer in Shopify.
Payment events in Join It trigger affiliate creation in Refersion and customer registration in Shopify instantly.
J
R
S
When a Join It membership goes into inactive status, search the affiliate in Refersion and update Shopify.
Inactive memberships update your Refersion affiliate records and adjust Shopify customer statuses automatically.
J
R
S
Use Claude to evaluate new Join It memberships, create a Refersion affiliate, and add a Shopify customer.
Claude reviews incoming Join It memberships before creating your Refersion affiliate and Shopify customer records.

Supported triggers and actions for Join It and Refersion

Mix and match to build the exact automation you need

Join It
Join It Triggers & Actions
Instant
Membership is created in Join It
Triggers the automation when a new membership is created
Try it →
Instant
Membership is updated in Join It
Triggers the automation when a membership is modified
Try it →
Instant
Payment is created in Join It
Triggers the automation when a new payment is created
Try it →
Instant
Membership is renewed in Join It
Triggers the automation when membership is renewed
Try it →
Instant
Membership goes into inactive status in Join It
Triggers the automation when a membership becomes inactive
Try it →
No action is available
Refersion
Refersion Triggers & Actions
Instant
Affiliate is created in Refersion
Triggers the automation when a new affiliate is added
Try it →
Instant
Conversion is created in Refersion
Triggers the automation when a conversion occurs
Try it →
Instant
Affiliate status is changed in Refersion
Triggers the automation when affiliate status changes
Try it →
Instant
Affiliate details are changed in Refersion
Triggers the automation when affiliate details are updated
Try it →
Instant
Conversion is approved in Refersion
Triggers the automation when a conversion is successful
Try it →
Instant
Conversion is denied in Refersion
Triggers the automation when a conversion fails
Try it →
Instant
Conversion trigger is created in Refersion
Triggers the automation when a conversion occurs
Try it →
Instant
Payment is created in Refersion
Triggers the automation when a new payment is created
Try it →
Create affiliate in Refersion
Generates unique referral links for affiliate partners
Try it →
Search affiliate in Refersion
Searches for a particular affiliate partner
Try it →
Get affiliate in Refersion
Retrieves details of an affiliate partner
Try it →
Add conversion cancellation in Refersion
Cancel conversions in progress to prevent incorrect data tracking
Try it →

What can you automate with Join It + Refersion?

Streamline your membership onboarding and affiliate management workflows with powerful, automated triggers and actions.

What you can automate?
🚀
Automate affiliate creation from new memberships
Instantly generate a Refersion affiliate the moment a new membership is created in Join It. Eliminate manual data entry and onboard partners faster.
📋
Capture every membership detail accurately
Map all submitted member information into your Refersion affiliate profiles instead of just basic contact details. Ensure complete and accurate partner records.
🔔
Alert your team instantly on Slack
Notify your partnership channel in Slack the second a new membership is created in Join It and a Refersion affiliate is set up.
🔀
Route workflows based on membership data
Trigger different actions in Refersion depending on specific membership tiers or payment types submitted in Join It.
🔄
Keep affiliate records updated automatically
Update existing Refersion affiliate details whenever a member modifies their profile or status in Join It.
🔍
Search and update instead of creating duplicates
Search for existing Refersion affiliates before creating new records, ensuring your database remains clean and free of duplicate entries.
⚠️
Handle membership cancellations and status changes
Process conversion cancellations in Refersion automatically whenever a member goes into inactive status in Join It.
📊
Extend your workflow into Google Sheets
Log every Join It membership event and Refersion affiliate creation directly into a Google Sheets tracking table for seamless reporting.
And much more...

Who is Join It + Refersion integration for?

Connecting Join It and Refersion helps partnership managers, affiliate coordinators, and finance teams automate affiliate creation and streamline membership tracking without manual data entry.

Partnership directors
Partnership directors
Affiliate managers
Affiliate managers
Agency account managers
Agency account managers
Membership coordinators
Membership coordinators
Finance operations specialists
Finance operations specialists
Customer success leads
Customer success leads
📈
Partnership directors
You're reviewing affiliate network growth every week but your tracking records only update when someone manually exports memberships, so your performance metrics are always a few hours behind — with this integration, every new membership lands in Refersion instantly and your reports stay current.
Affiliate managers
You need to onboard new partners as soon as they subscribe in Join It, but manual account creation slows down your launch timeline and frustrates applicants — automating both apps means every new subscriber becomes a Refersion affiliate the moment their payment clears.
🤝
Agency account managers
You answer to clients who want immediate visibility over affiliate program signups, but manual data transfers lead to delayed updates and awkward status questions — connecting these apps means your clients see accurate affiliate creation logs in real time.
📊
Membership coordinators
The volume of incoming subscriptions makes it impossible for your team to create affiliate profiles by hand without missing entries or making typos — automating both apps means every membership record creates a clean Refersion affiliate without manual intervention.
💳
Finance operations specialists
You manage affiliate payouts and billing reconciliations, but mismatched records between member subscriptions and affiliate accounts cause constant payment disputes — this integration means your subscription data and affiliate networks stay perfectly aligned.
🗂️
Customer success leads
You rely on complete membership histories to support top-tier affiliates, but fragmented systems leave frustrating gaps in your user database — automating both apps means every membership update and renewal syncs seamlessly into your tracking stack.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Join It + Refersion

Build and manage your Join It + 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 Join It + 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
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
Price Comparison with Popular Alternatives
Popular Alternative
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99

Trusted by 42,000+ Customers

Highest Rated Integration Platform on G2
P
ProductHunt

Most upvoted product of the month

2000+
leader
most-implementable
easiest-to-do-business
best-support

Frequently Asked Questions

How do I connect Join It to Refersion?
Frequently Asked Questions
You can connect Join It to Refersion in 1-click using ready templates on Integrately. Link your accounts, select a trigger like membership creation, and let Integrately AI build the automation.
Can I automatically create Refersion affiliates when a Join It membership is created?
Frequently Asked Questions
Can I connect Join It, Refersion, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Join It and Refersion?
Frequently Asked Questions
How does Join It handle membership updates with Refersion?
Frequently Asked Questions
Can Refersion conversion cancellations be triggered by Join It statuses?
Frequently Asked Questions
Do I need coding skills to automate Join It and Refersion?
Frequently Asked Questions
Is the Join It and Refersion integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
Didn't find the answer you were looking for?
No worries — just send us a message and we’ll get back to you as soon as possible.

Want to automate something else in your workflow?

You Can Also Connect Join It or Refersion With 1500+ Other Apps

Join It
Popular Join It Integrations
Connect Join It to CRMs, membership management systems, and invoicing platforms to streamline subscriber administration.
See All
Join It Integrations arrow right
No popular apps found
Refersion
Popular Refersion Integrations
Sync Refersion with marketing automation, customer support, and analytics tools to optimize your affiliate programs.
See All
Refersion Integrations arrow right
No popular apps found