INTEGRATING GENIUS REFERRALS WITH ZAPIER

This tutorial is for clients who want to connect Genius Referrals with Zapier. What Zapier does is take two services and act as an intermediary for its APIs.

Zapier allows you to instantly connect Genius Referrals with more than 2,000 applications to automate your work and improve productivity.
For each app, it has a couple 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.

By connecting Genius Referrals with Zapier you will be able to select Genius Referrals from the connection list 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.

In Zapier, click on your icon in the upper right corner of the application and go to connected accounts.

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.

First, you must select the App Trigger. Use the search bar to find and select it.

Then select a trigger and indicate an action.

GeniusReferrals has six triggers

After choosing the trigger, click on the "Continue" button, and we proceed to the next step, Select your Genius Referrals Account.

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.

To obtain your API key you must go to the API Access section located in Settings> API Access within your program in Genius Referrals.

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.

With the trigger ready, it's time to configure what to do when it runs. Use the search bar to find the App and select it.
Genius Referrals can connect to over 5,000 App and has quite a few different actions to choose from. For this Zap, select the one you require and then Continue.

It is time to select your Google Drive Account and Continue.

Customize the spreadsheet row.

After completing the configuration, the test data that will be sent and the "Test & Review" and "Test & Continue" buttons are displayed.

Test results

Congratulations! You have successfully integrated Genius Referrals and Zapier.