Create Monday.com item for new Refersion affiliate
Refersion + Monday.com Integration
Monday.com + Refersion Integration
Integrate Monday.com to Refersion in one click, or tell Integrately AI how you want each conversion handled. Track affiliate conversions, create project items, update your boards, and alert your team automatically.
Free forever.Use premium features free for 14 days.1.
Sub-item is created in Monday.com Instant- Item is created in board in Monday.com Instant
- Specific column value is changed on board in Monday.com Instant
- Column value is changed on board in Monday.com Instant
- Item is moved to specific group in Monday.com Instant
- Update is created in Board in Monday.com Instant
- Sub-item column value is changed on board in Monday.com Instant
- Item is moved to any group in Monday.com Instant
- Item is deleted in board in Monday.com Instant
- Item name is changed in Monday.com Instant
- Column is created for item in Monday.com Instant
- Item is archived in board in Monday.com Instant
- Item is restored in board in Monday.com Instant
- Sub-item name is changed in Monday.com Instant
- Comment is added to subitem in Monday.com Instant
- Sub-item is moved in Monday.com Instant
- Sub-item is archived in Monday.com Instant
- Sub-item is deleted in Monday.com Instant
- Update is created in Monday.com
- Board is created in Monday.com
- User joins in Monday.com
Affiliate is created in Refersion Instant- Conversion is created in Refersion Instant
- Affiliate status is changed in Refersion Instant
- Affiliate details are changed in Refersion Instant
- Conversion is approved in Refersion Instant
- Conversion is denied in Refersion Instant
- Conversion trigger is created in Refersion Instant
- Payment is created in Refersion Instant
2.
- Update group in Monday.com
- Create item in Monday.com
- Get subitem by id in Monday.com
- Search multiple items in Monday.com
- Move item to group in Monday.com
- Move item to board in Monday.com
- Search item in Monday.com
- Update item in Monday.com
- Get item details by id in Monday.com
- Create subitem in Monday.com
- Archive item in Monday.com
- Delete item in Monday.com
- Create update in Monday.com
- Create column in Monday.com
- Upload file to specific item in Monday.com
- Create board in Monday.com
- Archive board in Monday.com
- Create group in Monday.com
- Duplicate group in Monday.com
- Delete group in Monday.com
- Archive group in Monday.com
- Add user to board in Monday.com
- Add user to workspace in Monday.com
- Create tag in Monday.com
- Create workspace in Monday.com
- Add team to workspace in Monday.com
- Add team to board in Monday.com
- Search subitem in Monday.com
- Update subitem in Monday.com
- Create affiliate in Refersion
- Search affiliate in Refersion
- Get affiliate in Refersion
- Add conversion cancellation in Refersion
Trusted by experts at...
Ready Workflows for Monday.com + Refersion Integration
Track affiliate conversions, create project items, update boards, notify your team, and manage follow-ups, all in just one click.
Most popular automation
- 1of1
Got a different automation in mind? Describe it and let Integrately AI build it for you.
Connect more apps to your Monday.com + Refersion flow
Extend your integration by syncing financial records, customer data, and team notifications across your entire stack. Pick a combination and activate it in one click.
+
Shopify (3)
Shopify (3) +
Mailchimp (3)
Mailchimp (3) +
Slack (3)
Slack (3) +
Google Sheets (3)
Google Sheets (3) +
Stripe (3)
Stripe (3) +
QuickBooks Online (3)
QuickBooks Online (3) R
S
M
Create a Shopify customer for every new affiliate created in Refersion, and add a corresponding item in Monday.com.
New affiliates in Refersion instantly create customer profiles in Shopify and populate Monday.com boards without manual data entry.
R
S
M
When a conversion is approved in Refersion, create a Shopify order and update the item in Monday.com.
Approved Refersion conversions instantly generate Shopify orders and update your Monday.com project boards.
R
S
M
Search for a Shopify customer when a Refersion affiliate status changes, and update the item in Monday.com.
Affiliate status updates in Refersion trigger customer searches in Shopify and board updates in Monday.com.
Supported triggers and actions for Monday.com and Refersion
Mix and match to build the exact automation you need
Monday.com Triggers & Actions
Instant
Item is created in board in Monday.com
Triggers the automation when a new item is created from a particular board
Try it → Instant
Specific column value is changed on board in Monday.com
Triggers the automation when a column value is changed on a board
Try it → Instant
Column value is changed on board in Monday.com
Triggers the automation when a column value on a particular board is updated
Try it → Instant
Item is moved to specific group in Monday.com
Triggers the automation when an item is moved to a group
Try it → Instant
Update is created in Board in Monday.com
Triggers the automation when an update is created on a board
Try it → Instant
Sub-item column value is changed on board in Monday.com
Triggers the automation when a sub-item column value is changed on a board
Try it → Instant
Item is moved to any group in Monday.com
Triggers the automation when an item is moved to a different group
Try it → Instant
Item is deleted in board in Monday.com
Triggers the automation when a new item is created from a particular board
Try it → Instant
Item name is changed in Monday.com
Triggers the automation when the name of any item is updated
Try it → Instant
Column is created for item in Monday.com
Triggers the automation when a new field is added to a item
Try it → Instant
Item is archived in board in Monday.com
Triggers the automation when an item is archived in a board
Try it → Instant
Item is restored in board in Monday.com
Triggers the automation when an item is restored within a board
Try it → Instant
Sub-item name is changed in Monday.com
Triggers the automation when a subitem name is modified
Try it → Instant
Comment is added to subitem in Monday.com
Triggers the automation when a comment is added to a subitem
Try it → Instant
Sub-item is moved in Monday.com
Triggers the automation when a subitem is moved to a different location
Try it → Instant
Sub-item is archived in Monday.com
Triggers the automation when a subitem is archived
Try it → Refersion Triggers & Actions
Instant
Affiliate is created in Refersion
Triggers the automation when a new affiliate is added
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 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 → What can you automate with Monday.com + Refersion?
Streamline your affiliate management and project tracking with powerful automated workflows connecting Refersion and Monday.com.
⚡
Create Monday.com items from Refersion conversions
Automatically create a new item in Monday.com the moment a conversion or affiliate is created in Refersion, eliminating manual data entry entirely.
📋
Capture every submitted affiliate and conversion detail
Map all available Refersion fields into dedicated Monday.com board columns so your project items contain complete background data for review.
🔔
Notify your team as soon as actions happen
Trigger instant team alerts and status updates whenever new partner activity or conversion approvals occur across your platforms.
🔀
Route records based on submitted affiliate fields
Apply conditional logic to direct specific partner tiers or conversion values to designated boards and groups automatically.
🔄
Keep destination boards up to date as things change
Automatically update existing Monday.com items whenever affiliate details or conversion statuses are modified in Refersion.
🔍
Search and update instead of creating duplicates
Look up existing records in Monday.com before making updates, ensuring clean data without duplicate board items.
✅
Handle later status changes and approvals
Manage conversion approvals, denials, and payment events seamlessly by updating your Monday.com workflow stages in real time.
🔌
Extend your workflow to messaging and spreadsheets
Connect Slack, Google Sheets, or email tools to your Monday.com and Refersion flow to notify stakeholders and log data instantly.
And much more...
Who is Monday.com + Refersion integration for?
Teams managing affiliate programs and project boards rely on this integration to eliminate manual data entry and keep performance tracking accurate.
Affiliate managers
Operations leads
Account coordinators
Operations teams
Partnership leads
Finance analysts
📈
Affiliate managers
You are tracking affiliate conversions in Refersion, but your project boards in Monday.com only update when someone manually exports records, so your performance metrics are always outdated — with this integration, every new conversion creates an item instantly and your tracking stays current.
🎯
Operations leads
You need to act fast on partner signups and approvals, but notifications get lost between platforms and delays stall your onboarding workflow — with this integration, every new affiliate triggers board items immediately and your operations run without friction.
🤝
Account coordinators
You answer to stakeholders who want to see live affiliate program progress, but gathering data from Refersion into Monday.com takes hours of manual copy-pasting — with this integration, every status change updates your boards automatically and reporting takes zero effort.
⚙️
Operations teams
The volume of daily conversions and partner updates is too high for anyone to keep up by hand, leading to missed items and broken records — with this integration, every conversion and status update syncs instantly across your entire stack.
💼
Partnership leads
You own the partner onboarding step and depend on affiliate signups upstream to hand over details before you can begin your work — with this integration, every new affiliate record arrives on your Monday.com board the second it is created.
📊
Finance analysts
You need a reliable history of affiliate payouts and conversions, but keep finding gaps between your financial tools and project boards — with this integration, every approved conversion is logged accurately and your audit trail remains complete.
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 Monday.com + Refersion
Build and manage your Monday.com + Refersion automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Monday.com + Refersion with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
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
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
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
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
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?
1
Select Automation
2
Connect Accounts
3
Automation is ready
Connect Monday.com + Refersion Now 
In Just 1 Click!
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Frequently Asked Questions
How do I connect Monday.com to Refersion?
You can connect Monday.com to Refersion in one click using ready-made templates or ask Integrately AI to build the automation. It links your affiliate tracking directly to project boards alongside tools like Slack, Google Sheets, and Shopify.
Can I automatically create a Monday.com item when a new Refersion conversion happens?
Can I connect Monday.com, Refersion, and Slack?
What is a good Zapier alternative for Monday.com and Refersion?
How does Monday.com handle data and board updates in this integration?
How does Refersion track conversions and affiliate status changes here?
Do I need coding skills to automate Monday.com and Refersion?
Is the Monday.com and Refersion integration free?
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