Refersion integration with Salesforce
How to Add new Refersion affiliates as Salesforce 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 Refersion affiliates as Salesforce 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 Refersion integrations
Refersion actions
Nekton can use any feature that is available in Refersion API.
Using our advanced AI, you can easily create custom automations for Refersion.
Here are some typical actions you can do in your automated workflows.
Create Affiliate
Creates a new affiliate and returns the affiliate ID and their referral link.
Send Order to Refersion
Adds orders into Refersion for attribution processing. Refersion will create a conversion if the order was successfully tracked back to an affiliate.
Add Conversion Cancellation
Send conversion cancellation information.
Get Affiliate
Get Affiliate By Affiliate Code.
Find an Affiliate
Find affiliate based on email address or ID.
New Affiliate
Triggers when a new Affiliate is created.
About Refersion
Refersion is a tracking platform helping merchants start, manage, and grow affiliate networks. This integration is for merchant accounts.