Refersion + SmartSuite Integration

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SmartSuite + Refersion Integration

Create Refersion affiliate for new SmartSuite row

Are you tired of manually creating Refersion affiliate for every new SmartSuite row? Well, there's a better way! With our new automation, you can automatically create Refersion affiliate for new SmartSuite rows.

That means less work for you and more time to focus on other important tasks. Plus, our system is highly customizable, so you can tailor it to your specific needs.

So why wait? Install this automation today and start enjoying the benefits of automatic Refersion {{action.Contact} creation!
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Refersion + SmartSuite Integration

Create SmartSuite row for new Refersion affiliate

When a new affiliate is created in your Refersion software, automatically create a row for them in your SmartSuite. This way, you'll always have up-to-date contact information and can easily track communications. Plus, you won't have to waste time manually entering data into both systems. Setting up this automation will save you time and hassle in the long run.
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Refersion + SmartSuite Integration
1.
  • 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
  • SmartSuite
    Record is created in SmartSuite
  • SmartSuite
    Record is updated in SmartSuite
2.
  • Refersion
    Create affiliate in Refersion
  • Refersion
    Search affiliate in Refersion
  • Refersion
    Get affiliate in Refersion
  • Refersion
    Add conversion cancellation in Refersion
  • SmartSuite
    Search record in SmartSuite
  • SmartSuite
    Create record in SmartSuite
  • SmartSuite
    Update record in SmartSuite
  • SmartSuite
    Find Multiple Records (As Line Items) in SmartSuite
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