Integrate Refersion to Swapcard in one click, or tell Integrately AI how you want each affiliate handled. Register new affiliates in your event platform, update attendee lists, alert your team, and trigger follow-ups automatically.
Got a different automation in mind? Describe it and let Integrately AI build it for you.
Connect more apps to your Refersion + Swapcard flow
Streamline event registrations, sync affiliate data with your CRM, notify teams, and log conversions across your stack. Pick a combination and activate it in one click.
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Eventbrite (4)
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HubSpot (4)
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Mailchimp (4)
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Stripe (4)
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Slack (4)
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Google Sheets (4)
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Add every new Refersion affiliate to Swapcard and register them as an attendee in Eventbrite
New Refersion affiliates appear in Swapcard as persons and get registered in Eventbrite instantly, eliminating manual data entry.
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When a conversion is approved in Refersion, update the person in Swapcard and create an order in Eventbrite
Approved Refersion conversions update Swapcard records and generate corresponding orders in Eventbrite seamlessly.
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When affiliate status changes in Refersion, update the person in Swapcard and update the attendee record in Eventbrite
Affiliate status updates in Refersion automatically update Swapcard profiles and Eventbrite attendee statuses.
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Use Claude to evaluate Refersion affiliate signups, create approved Swapcard persons, and register them in Eventbrite
Claude reviews new Refersion affiliate details before creating the Swapcard person and Eventbrite registration.
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Add every new Refersion affiliate to Swapcard and create a new contact in HubSpot
New Refersion affiliates become Swapcard persons and HubSpot contacts instantly, keeping sales and event tools updated.
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When a conversion is created in Refersion, update the person in Swapcard and update the contact in HubSpot
New Refersion conversions update Swapcard profiles and sync purchase data directly to HubSpot contacts.
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When a payment is created in Refersion, update the Swapcard person and create a deal in HubSpot
Refersion affiliate payments trigger Swapcard profile updates and log new deals in HubSpot automatically.
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Use ChatGPT to summarise Refersion affiliate details, update the Swapcard person, and create a HubSpot task
ChatGPT generates affiliate summaries that update Swapcard records and create follow-up tasks in HubSpot.
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Add every new Refersion affiliate to Swapcard and subscribe them to your mailing list in Mailchimp
New Refersion affiliates are created in Swapcard and added directly to Mailchimp mailing lists automatically.
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When affiliate status changes in Refersion, update the Swapcard person and update the subscriber in Mailchimp
Refersion affiliate status changes update Swapcard records and synchronize Mailchimp subscriber segments.
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When a conversion is approved in Refersion, update the Swapcard person and tag the subscriber in Mailchimp
Approved conversions in Refersion update Swapcard profiles and add conversion tags in Mailchimp.
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Use Claude to categorise new Refersion affiliates, update the Swapcard person, and add them to a Mailchimp segment
Claude categorises new affiliates to update Swapcard records and assign them to specific Mailchimp segments.
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Add every new Refersion affiliate to Swapcard and create a customer profile in Stripe
New Refersion affiliates are created as Swapcard persons and established as Stripe customers automatically.
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When a payment is created in Refersion, update the Swapcard person and record an invoice in Stripe
Refersion payments update Swapcard profiles and generate corresponding invoices in Stripe instantly.
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When a conversion is approved in Refersion, update the Swapcard person and create a payment link in Stripe
Approved conversions in Refersion update Swapcard records and generate customized payment links in Stripe.
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Use Gemini to review Refersion conversion payouts, update the Swapcard person, and log a charge in Stripe
Gemini reviews conversion payout details before updating Swapcard profiles and recording charges in Stripe.
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Add every new Refersion affiliate to Swapcard and notify your team instantly on Slack
New Refersion affiliates appear in Swapcard and trigger immediate team notifications on Slack.
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When a conversion is approved in Refersion, update the Swapcard person and post an alert in Slack
Approved Refersion conversions update Swapcard profiles and broadcast revenue alerts in Slack.
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When a payment is created in Refersion, update the Swapcard person and alert your finance channel in Slack
Refersion payments update Swapcard records and post detailed disbursement notices in Slack.
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Use ChatGPT to summarise Refersion conversion details, update the Swapcard person, and post a brief in Slack
ChatGPT generates conversion briefings that update Swapcard records and notify your team on Slack.
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Add every new Refersion affiliate to Swapcard and log a new row in Google Sheets
New Refersion affiliates are created in Swapcard and logged in Google Sheets automatically for tracking.
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When a conversion is created in Refersion, update the Swapcard person and update the tracking sheet in Google Sheets
New Refersion conversions update Swapcard records and log revenue entries in Google Sheets.
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When a payment is created in Refersion, update the Swapcard person and log the payout in Google Sheets
Refersion affiliate payments update Swapcard profiles and record disbursement rows in Google Sheets.
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Use Perplexity to analyse Refersion affiliate performance, update the Swapcard person, and log insights in Google Sheets
Perplexity analyses affiliate data to update Swapcard records and log performance insights in Google Sheets.
Supported triggers and actions for Refersion and Swapcard
Mix and match to build the exact automation you need
Refersion Triggers & Actions
Instant
Affiliate is created in Refersion
Triggers the automation when a new affiliate is added
Instantly create a Swapcard person the moment a new affiliate signs up in Refersion, ensuring your event platform is always up to date.
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Capture every submitted affiliate detail
Map all custom affiliate fields from Refersion directly into Swapcard profile fields instead of just basic contact names and email addresses.
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Alert your team instantly on new signups
Notify your marketing or event team the second an important affiliate registers, ensuring rapid follow-up and relationship building.
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Route records based on affiliate tier
Perform different actions in Swapcard depending on the specific affiliate group or status submitted during registration in Refersion.
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Keep destination records fully updated
Automatically update Swapcard person profiles whenever affiliate details or status change in Refersion, preventing outdated data.
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Prevent duplicate profile creation
Search existing Swapcard records before creating new persons to ensure clean data management without redundant entries.
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Handle conversion and payment events
Trigger automated workflows in Swapcard whenever an affiliate conversion is approved, denied, or a payment is successfully created.
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Extend flows to popular business tools
Connect Refersion and Swapcard with Slack, Google Sheets, or HubSpot to keep your entire organisation aligned on affiliate performance.
And much more...
Who is Refersion + Swapcard integration for?
Connecting affiliate management with event platforms eliminates manual data silos for marketing, sales, and operations teams managing growth.
Affiliate Managers
Event Coordinators
Agency Directors
Operations Leads
Sales Representatives
Finance Teams
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Affiliate Managers
You're tracking affiliate network growth in Refersion but your event attendee lists only update when someone manually exports records, so the metrics you're reporting against are always a few hours behind — automating both apps means every new affiliate lands in Swapcard instantly and your data stays current.
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Event Coordinators
You need to register VIP affiliates for upcoming conferences immediately upon signup, but manual transfers mean you find out too late to send proper welcomes — with this integration, every new affiliate creates a Swapcard profile instantly and event preparation runs without delay.
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Agency Directors
You answer to clients who want real-time visibility into affiliate-driven event participation, but disconnected tools force you to compile manual status reports — automating both apps means client dashboards update continuously and progress is always transparent.
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Operations Leads
The volume of affiliate signups and conversions is too high for anyone to keep up by hand, leading to missed profile creations and mismatched records — this integration means every record syncs seamlessly and your administrative overhead drops to zero.
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Sales Representatives
You own the outreach step and depend on upstream affiliate signups to hand over contact details, but manual handoffs create frustrating communication gaps — connecting these apps means every lead triggers immediate profile creation and you can start outreach right away.
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Finance Teams
You need a reliable audit history of affiliate conversions and payouts, but scattered data sources keep leaving frustrating gaps in your financial ledgers — automating both apps means every payment and conversion creates an accurate record across your entire tech stack.
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 Refersion + Swapcard
Build and manage your Refersion + Swapcard automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Refersion + Swapcard 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.
You can connect Refersion to Swapcard instantly using Integrately. Choose from ready-made templates or ask Integrately AI to build your custom multi-step workflow combining Refersion, Swapcard, and tools like Slack or Google Sheets in 1 click.
Can I automatically create a Swapcard person when a new affiliate registers in Refersion?
Yes, you can automatically create a person in Swapcard whenever a new affiliate is registered in Refersion. Start with a ready-made automation or customise your exact data mapping with Integrately AI.
Can I connect Refersion, Swapcard, and HubSpot?
Yes, you can easily connect Refersion, Swapcard, and HubSpot in a single multi-step workflow. Sync affiliate data to your event platform and update your CRM simultaneously, along with 1,500+ other apps.
What is a good Zapier alternative for Refersion and Swapcard?
Integrately is the ideal alternative for connecting Refersion and Swapcard, offering 20 million+ ready automations, 24/5 live chat support, and AI-assisted workflow creation at 3x to 10x lower cost.
How does Refersion handle affiliate data during the integration?
Refersion captures affiliate signups and conversions securely, passing those records instantly to Swapcard via automated triggers. There is a ready template — start from the Refersion and Swapcard integration.
Can Swapcard profile details be updated when affiliate status changes?
Yes, affiliate status updates in Refersion can automatically trigger profile updates in Swapcard. There is a ready template — start from the Refersion and Swapcard integration.
Do I need coding skills to automate Refersion and Swapcard?
No coding skills are required to connect Refersion and Swapcard. You can use ready automation templates or describe your exact needs to Integrately AI to build the flow effortlessly.
Is the Refersion and Swapcard integration free?
You can start connecting Refersion and Swapcard with our available free forever plan. Explore our pricing page for premium feature tiers and advanced multi-step capabilities.
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