Arbox integration with Referrizer
How to Add new Arbox clients as Referrizer contacts
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Add new Arbox clients as Referrizer contacts" and then click on "Automate".
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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.
Automate Referrizer integrations
Referrizer actions
Nekton can use any feature that is available in Referrizer API.
Using our advanced AI, you can easily create custom automations for Referrizer.
Here are some typical actions you can do in your automated workflows.
Create/Update Contact
Creates or updates a contact.
New Contact
Triggers when a contact is created.
New Visit
Triggers when a visit is created, i.e. contact is checked in.
About Referrizer
Referrizer combines CRM and all aspects of marketing automation into a single and easy-to-use platform, making customer acquisition and retention easy.