Connect Expiration Reminder and Rocket Referrals to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Expiration Reminder
Choose an Action
Automatically do this!
- Request a new Action for Rocket Referrals
Enable Integrations or automations with these events of Expiration Reminder and Rocket Referrals
Enable Integrations or automations with these events of Expiration Reminder and Rocket Referrals
Actions
Create Contact
Adds a new contact to your account.
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Frequently Asked Questions
To start, connect both your Expiration Reminder and Rocket Referrals accounts to viaSocket. Once connected, you can set up a workflow where an event in Expiration Reminder triggers actions in Rocket Referrals (or vice versa).
Absolutely. You can customize how Expiration Reminder data is recorded in Rocket Referrals. This includes choosing which data fields go into which fields of Rocket Referrals, setting up custom formats, and filtering out unwanted information.
The data sync between Expiration Reminder and Rocket Referrals typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Expiration Reminder and Rocket Referrals. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Expiration Reminder
Automatically track and manage expiration dates for various items such as contracts, licenses, insurances, and more to ensure timely renewals and compliance.
Learn MoreAbout Rocket Referrals
Rocket Referrals is designed to get clients to stay longer, buy more and refer their friends. You'll see results in under 48 hours.
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