GeniusReferrals + QuickBooks Online Integrations, Built by an AI Agent

Tiggers when a new account (program) is created.

Triggers when a new advocate is created.

Triggers when a new bonus is created.

Triggers when a new member (advocate, referral, or lead) is created.

Triggers when a new payout request is created.

Triggers when a new referral is created.

Add a manual bonus to a member.

Creates a member in the Genius Referrals platform.

Creates a Payout Request to redeem members' bonuses. Bonuses can be redeemed as PayPal cash, E-Gift Cards, Vouchers, Products, Account Credit, and Shopify Discount Codes.

Creates a new connection between an Advocate and Referral to add a Referral under an Advocate. Assigns a Referral to an Advocate.

Process the referral and attempts to reward the advocate taking into account the rules defined in your campaign. All restrictions set on the campaign will be checked before triggering bonuses.

Redeems a Payout Request. After the Payout Request is created you can redeem it using this action. This will deduct the amount of the member's unclaimed balance and move the request to the Completed status.

Triggers when you add a new account.

Triggers when a new bank transaction is created.

Triggers when a new bill is added.

Triggers when you add a new customer.

Triggers when an estimate is emailed.

Triggers when you add a new estimate.

Attach a file or note to a QuickBooks record, or upload a standalone file without linking it to a record

Create a new bill, optionally tied to a customer.

Create a new bill, optionally tied to a customer (with line item support).

Create a new bill, optionally tied to a customer (with line item support).

Creates a new deposit in QuickBooks.

Creates a new employee.