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Referral Factory
Tally

Connect Referral Factory and Tally

Explore ready-made Referral Factory and Tally templates and start automating in minutes.

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Create a custom workflow

Integrate Referral Factory with Tally and automate the work that moves between them — no code required.

Create a custom workflow

Every automation starts with a trigger and an action. Select one from each app to generate a workflow tailored to your needs.

Tally
Trigger: Watch New Responses
Referral Factory
Action: Select an action
1. Select a trigger

  • Triggers when a new form response is submitted.

2. Select an action

  • Automatically add new users to your referral campaign and get their unique referral link back.

  • Alternatively you can use referral factory api for more actions

  • Automatically qualify when a referred user successfully converts. This is when a referred lead becomes qualified.

  • Automatically qualify when a referred user successfully converts. This is when a referred lead becomes qualified.

  • Automatically qualify when a referred user successfully converts. This is when a referred lead becomes qualified.

Select a trigger and an action

Create workflow (opens in a new tab)

Triggers and actions

Explore what you can automate between Referral Factory and Tally.

Add New User
Automatically add new users to your referral campaign and get their unique referral link back.
Action
List Fields Definitions
Lists all field definitions for the selected form.
Search
Make an API Call
Alternatively you can use referral factory api for more actions
Action
Qualify user with coupon
Automatically qualify when a referred user successfully converts. This is when a referred lead becomes qualified.
Action
Qualify user with email address
Automatically qualify when a referred user successfully converts. This is when a referred lead becomes qualified.
Action
Qualify user with referral code
Automatically qualify when a referred user successfully converts. This is when a referred lead becomes qualified.
Action
Watch issuing rewards
Triggers when rewards issued via make.com
Trigger
Watch New Responses
Triggers when a new form response is submitted.
Trigger
Watch new users
Triggers when a new user has been referred to your campaign. This is often called a new referred lead.
Trigger

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FAQs

Everything you need to know about Make. Can't find the answer you're looking for? Please chat to our team.

Start by registering for Make. As a new Make user, you’ll automatically be assigned a free account. Once your account is set up, you can start creating your first scenarios. We recommend starting with our step-by-step video tutorial.

A scenario represents a workflow or a project of your own creation, and it is made up of a series of modules that automate apps and services. Creating a scenario allows you to transfer and transform data between apps and services via these modules to automate anything and improve the way you work.

Modules are the main building blocks of automation in Make. Modules represent actions that Make performs with an app, like creating, updating, or deleting data.

Mapping links the modules in your scenario. When you map an item, you connect the data retrieved by one module to another module to perform the desired action. For example, you can map email addresses and subject lines to create a spreadsheet using this data.