Genius Referrals

INTEGRATING GENIUS REFERRALS WITH ZAPIER

If you are in this section, we assume that you have already set up and tested your referral program or implemented your referral program in your production environment, and you want to connect your program to Zapier.
Who should read this tutorial?
Este tutorial es para clientes que desean conectar Genius Referrals con Zapier. Lo que hace Zapier es tomar dos servicios y actuar como un intermediario para sus APIs.
Expectations
Zapier allows you to instantly connect GeniusReferrals with 2,000+ apps to automate your work and find productivity superpowers.
For each app it has a pair of triggers and actions. You can even have a trigger unleash multiple actions. This means that you can essentially create unlimited unique Zaps, which your business can use for better task automation.
How to integrate your account with Zapier


By connecting Genius Referrals to Zapier you will be able to select Genius Referrals from the list of connections during Zap creation.
To connect your Genius Referrals account with Zapier, you will first have to find your API key located in Settings> API Access within your program.
Acceso API
In Zapier, click on your icon in the upper right corner of the application and go to connected accounts.
1. Setting up the App Trigger
Go to the Zapier website and sign up with a free account or sign in if you already have an account. Once you have set up an account, click the Make a Zap! button to start.
Make a ZAP
First, you must choose the App Trigger. Use the search bar to find it and select it.
Select the GeniusReferrals App
Then select a trigger and indicate an action.
Choose activation event
GeniusReferrals has three triggers.
Triggers
After choosing the trigger, click on the "Continue" button, and we proceed to the next step, Select your Genius Referrals Account.
Choose your program account at GeniusReferrals
If you don't have your account connected yet, you should click on the option "Add a new account" at the bottom of the selector.
A new page will open where you must insert your API key.
Insert your API key
To obtain your API key you must go to the API Access section located in Settings> API Access within your program in Genius Referrals.
API Access
After completing the previous steps, you will already have your account listed and you can select it to continue with the process of creating your ZAP. By clicking on the "Continue" button, we will go to customize member.
Click the "Continue" button. After completing this first step you can test your Trigger.
2. Setting the App Action
Genius Referrals can connect to over 2,000 App and has quite a few different actions to choose from. For this Zap, select the one you require and then Continue.
Choose App and Event
It is time to select your Google Drive Account and Continue.
Choose account
Customize Spreadsheet Row
IMPORTANT
Before testing a Zap, you must submit data through a form on your website where Zappier is connected. This step is necessary for Zapier to receive a series of fields for the form. The field names will be sent to another application automatically.
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After completing the configuration, the test data that will be sent and the "Test & Review" and "Test & Continue" buttons are displayed.
Send data
Test results
Congratulations! You have successfully integrated Genius Referrals and Zapier.
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