Resource Guru + Refersion Integration

Integrate Refersion to Resource Guru in one click, or tell Integrately AI how you want each conversion handled. Schedule bookings, update resources, log details, and keep your team aligned automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Resource Guru
    Booking is created or updated in Resource Guru Instant
  • Resource Guru
    Downtime event is created or updated in Resource Guru Instant
  • Resource Guru
    Client is created or updated in Resource Guru Instant
  • Resource Guru
    Project is created or updated in Resource Guru Instant
  • Resource Guru
    Resource is created or updated in Resource Guru 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.
  • Resource Guru
    Create booking in Resource Guru
  • Resource Guru
    Update booking in Resource Guru
  • Resource Guru
    Search booking in Resource Guru
  • Resource Guru
    Update downtime event in Resource Guru
  • Resource Guru
    Create new time off event in Resource Guru
  • Resource Guru
    Create client in Resource Guru
  • Resource Guru
    Search client in Resource Guru
  • Resource Guru
    Update project in Resource Guru
  • Resource Guru
    Create project in Resource Guru
  • Resource Guru
    Search project in Resource Guru
  • Resource Guru
    Search resource in Resource Guru
  • Resource Guru
    Create resource in Resource Guru
  • Resource Guru
    Update resource in Resource Guru
  • Resource Guru
    Update client in Resource Guru
  • Resource Guru
    Search downtime event in Resource Guru
  • 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 Refersion + Resource Guru Integration

Capture conversions, schedule resources, update projects, alert your team, and manage bookings, all in just one click.

Most popular automationsmost-popular-automations
Resource Guru + Refersion Integration

Create Refersion affiliate for new Resource Guru timeoff event

To best take advantage of every new Resource Guru timeoff event, it is essential to have a strong marketing campaign in Refersion in place. This will help ensure that potential customers are aware of the event and can easily find information about it.

By taking the time to create a robust Refersion affiliate list, businesses can maximize their chances of success with Resource Guru timeoff event.
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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 Refersion + Resource Guru flow

Streamline operations by connecting your favorite tools for messaging, tracking, and management after your core pair finishes. Pick a combination and activate it in one click.

Resource Guru
Refersion
+
ShopifyShopify (5)
+
SlackSlack (5)
+
Google SheetsGoogle Sheets (5)
+
StripeStripe (5)
+
QuickBooks OnlineQuickBooks Online (5)
+
GmailGmail (5)
S
R
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Create a Refersion conversion from every new Shopify order, and create a corresponding booking in Resource Guru.
Every Shopify order automatically generates a conversion in Refersion and a booking in Resource Guru within seconds, eliminating manual data entry.
S
R
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When a Shopify order is fulfilled, update the affiliate status in Refersion and update the booking in Resource Guru.
Fulfilling an order in Shopify instantly updates affiliate records in Refersion and adjusts team bookings in Resource Guru.
S
R
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If a Shopify order value exceeds $500, create an affiliate in Refersion and create a priority resource in Resource Guru.
High-value Shopify orders automatically register new affiliates in Refersion and schedule priority resources in Resource Guru.
S
C
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Use ChatGPT to analyse Shopify customer feedback, update affiliate details in Refersion, and update the project in Resource Guru.
ChatGPT extracts insights from Shopify feedback to refine affiliate details in Refersion and update project schedules in Resource Guru.
S
R
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When a Shopify refund is processed, add a conversion cancellation in Refersion and update the downtime event in Resource Guru.
Refunds in Shopify instantly trigger conversion cancellations in Refersion and update downtime schedules in Resource Guru.

Supported triggers and actions for Resource Guru and Refersion

Mix and match to build the exact automation you need

Resource Guru
Resource Guru Triggers & Actions
Instant
Booking is created or updated in Resource Guru
Triggers the automation when a booking is created or updated
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Instant
Downtime event is created or updated in Resource Guru
Triggers the automation when a downtime event is created or updated
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Instant
Client is created or updated in Resource Guru
Triggers the automation when either a client is created or updated
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Instant
Project is created or updated in Resource Guru
Triggers the automation when a project is created or updated
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Instant
Resource is created or updated in Resource Guru
Triggers the automation when a resource is created or updated
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Create booking in Resource Guru
Schedule and confirm a booking request
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Update booking in Resource Guru
Updates the booking details with the latest information
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Search booking in Resource Guru
Searches for a booking
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Update downtime event in Resource Guru
Updates downtime event
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Create new time off event in Resource Guru
Creates a new time off event
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Create client in Resource Guru
Generates a new client profile
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Search client in Resource Guru
Searches for a client
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Update project in Resource Guru
Updates project information
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Create project in Resource Guru
Creates a new project
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Search project in Resource Guru
Searches for a project
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Search resource in Resource Guru
Searches for a resource
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Create resource in Resource Guru
Generates a new resource
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Update resource in Resource Guru
Updates the particular resource with the latest information
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Update client in Resource Guru
Updates client information
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Search downtime event in Resource Guru
Searches for a downtime event
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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
Try it →

What can you automate with Refersion + Resource Guru?

Streamline your affiliate management and team scheduling with powerful ready-made and custom automation workflows.

What you can automate?
🔗
Sync Refersion conversions to Resource Guru bookings instantly
Automatically create a Resource Guru booking the moment a new conversion is registered in Refersion, eliminating manual scheduling delays.
📋
Capture every submitted affiliate detail across systems
Map all available affiliate fields and conversion notes into your resource planning tools instead of just basic names and emails.
🔔
Notify your team as soon as partner events happen
Send instant alerts to your team channels whenever affiliate statuses change or new payments are created in Refersion.
🔀
Route workflows based on submitted affiliate tiers
Trigger different resource bookings and priority levels depending on the specific tier or order value submitted by the affiliate.
🔄
Keep destination records updated as details change
Ensure modifications to affiliate profiles in Refersion automatically update corresponding client and resource records in Resource Guru.
🔍
Search and update instead of creating duplicate records
Automatically look up existing records in Resource Guru before creating new entries, preventing clutter and data duplication.
Handle refunds, cancellations, and status changes smoothly
Instantly process conversion cancellations in Refersion and update downtime schedules in Resource Guru when refunds occur.
🌐
Extend your workflow to external messaging and sheets
Connect popular supporting apps like Slack or Google Sheets to your core Refersion and Resource Guru flow for ultimate visibility.
And much more...

Who is Refersion + Resource Guru integration for?

Operations managers, marketing directors, and project leads eliminate manual data entry and keep affiliate networks perfectly synchronized with team schedules.

Marketing Directors
Marketing Directors
Operations Managers
Operations Managers
Account Managers
Account Managers
Affiliate Program Leads
Affiliate Program Leads
Project Coordinators
Project Coordinators
Finance Specialists
Finance Specialists
📈
Marketing Directors
You're reviewing affiliate network performance reports but your tracking data only updates when someone manually exports conversions, so the metrics you're optimising against are always a few hours behind — with this integration, every new conversion lands in your tracking sheets instantly and your data stays current.
Operations Managers
You manage team schedules in Resource Guru while marketing runs affiliate programs in Refersion, but booking adjustments get missed when partner statuses change, leaving projects understaffed — with this integration, every affiliate update modifies resource bookings automatically and your team stays fully aligned.
📊
Account Managers
You answer to clients who want real-time visibility into project staffing and affiliate campaign progress, but manual status updates always lag behind actual work — this integration means every project update and conversion flows seamlessly into your reporting channels without manual copying.
🔄
Affiliate Program Leads
You're onboarding hundreds of new partners in Refersion every week while your team scrambles to provision resources by hand, causing massive operational bottlenecks — automating both apps means every new affiliate instantly triggers resource bookings and your high volume is handled effortlessly.
👥
Project Coordinators
You own the scheduling phase in Resource Guru but depend on upstream affiliate conversions in Refersion to know when new client onboarding starts, leading to frustrating communication gaps — with this integration, every approved conversion instantly opens the right scheduling task.
💼
Finance Specialists
You need a reliable history of affiliate payouts and resource allocations for auditing, but manual record-keeping keeps leaving frustrating gaps in your financial logs — connecting these apps means every payment and conversion creates an accurate, gap-free audit trail.
Our team

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Why choose Integrately to automate Resource Guru + Refersion

Build and manage your Resource Guru + 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 Resource Guru + 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
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Refersion to Resource Guru?
Frequently Asked Questions
You can connect Refersion to Resource Guru in 1 click using ready-made workflows on Integrately or by asking Integrately AI to build the automation. It also connects with popular tools like Shopify, Slack, Google Sheets, Stripe, QuickBooks Online, and Gmail.
Can I automatically create Resource Guru bookings from Refersion conversions?
Frequently Asked Questions
Can I connect Refersion, Resource Guru, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Refersion and Resource Guru?
Frequently Asked Questions
How does Refersion handle affiliate data during integration?
Frequently Asked Questions
How does Resource Guru handle booking and resource updates?
Frequently Asked Questions
Do I need coding skills to automate Refersion and Resource Guru?
Frequently Asked Questions
Is the Refersion and Resource Guru integration free?
Frequently Asked Questions
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You Can Also Connect Refersion or Resource Guru With 1500+ Other Apps

Refersion
Popular Refersion Integrations
Connect Refersion to marketing, tracking, and communication tools to manage your affiliate programs effectively.
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Resource Guru
Popular Resource Guru Integrations
Sync Resource Guru with project management, time tracking, and productivity tools to keep team schedules accurate.