Connect refersion and iris crm to Build Intelligent Automations
Choose a Trigger
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- Request a new Trigger for refersion
Choose an Action
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- Request a new Action for iris crm
Integrate refersion with your favorite apps
The app you are looking for is in beta, and we are awaiting verification from the app builders
before making it accessible to end users.
This process may take 15 to 30 days.
If you can’t wait, we can add the beta version to your viaSocket workspace within 24 hours.
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Frequently Asked Questions
To start, connect both your refersion and iris crm accounts to viaSocket. Once connected, you can set up a workflow where an event in refersion triggers actions in iris crm (or vice versa).
Absolutely. You can customize how refersion data is recorded in iris crm. This includes choosing which data fields go into which fields of iris crm, setting up custom formats, and filtering out unwanted information.
The data sync between refersion and iris crm 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 refersion and iris crm. 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 refersion
Refersion is a tracking platform helping merchants start, manage, and grow affiliate networks. This integration is for merchant accounts.
Learn MoreAbout iris crm
IRIS CRM is a payments platform for tracking leads, merchants and calculating residuals for processors such as First Data, TSYS and WorldPay.
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