Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
Click on the "Create new workflow" button, and then add "Automated step".
Set the step description to "Add new Intercom users to Referral Factory" and then click on "Automate".
Provide the necessary parameters and click on the "Test it" button to check your automation.
If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Nekton can use any feature that is available in Referral Factory API.
Using our advanced AI, you can easily create custom automations for Referral Factory.
Here are some typical actions you can do in your automated workflows.
Add New User
Automatically add new users to your referral campaign and send their unique referral link back.
Qualify User With Coupon
Triggers when a referred user successfully converts. Usually that happens when they used their coupons. This is when a referred lead becomes qualified.
Qualify User With Code
Triggers when a referred user successfully converts. This is when a referred lead becomes qualified.
Qualify User With Email
Triggers when a referred user successfully converts. This is when a referred lead becomes qualified.
New User
Triggers when a new user has been referred to your campaign. This is often called a new referred lead.