Get The Referral Microsoft Dynamics 365

Create sales deals for high-performing partners

When a new affiliate commission is earned in Get The Referral, automatically create a deal in Microsoft Dynamics 365 to track partner revenue expansion.

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See all Get The Referral + Microsoft Dynamics 365 integrations or talk to a human

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How Knit builds this workflow

The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.

Get The Referral Explore Get The Referral →

Triggers
New affiliate

Fires when someone signs up as an affiliate or ambassador in Get The Referral.

New referral sale

Fires when Get The Referral tracks a sale from a referral.

Payout reached

Fires when an affiliate reaches or is marked for payout in Get The Referral.

Actions
Create affiliate

Adds a new affiliate or ambassador in Get The Referral.

Record a commission

Records a referral event or commission in Get The Referral.

Microsoft Dynamics 365 Explore Microsoft Dynamics 365 →

Triggers
New contact or lead

Fires when a new contact or lead is added to Microsoft Dynamics 365.

Contact updated

Fires when a field on a contact changes in Microsoft Dynamics 365.

Deal or record stage changed

Fires when a deal, case or record moves to a new stage in Microsoft Dynamics 365.

Deal won

Fires when a deal is marked won in Microsoft Dynamics 365.

Actions
Create or update contact

Creates or updates a contact in Microsoft Dynamics 365.

Create deal

Creates a new deal in Microsoft Dynamics 365.

Update record stage

Moves a deal or record to a new stage in Microsoft Dynamics 365.

Log activity

Logs a call, email, or note against a record in Microsoft Dynamics 365.

Log sales activity when shoppers abandon their cart When a customer abandons their cart in Get The Referral, automatically log an activity and create or update the contact in Microsoft Dynamics 365 so sales can follow up. See details
Execute custom store requests when CRM deals close When a deal is marked won in Microsoft Dynamics 365, automatically make a custom API request in Get The Referral to provision partner perks or VIP access. See details

See all Get The Referral + Microsoft Dynamics 365 integrations →  ·  Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Create sales deals for high-performing partners” between Get The Referral and Microsoft Dynamics 365?

Yes — describe it in the box above and Knit's Integrations Agent researches Get The Referral and Microsoft Dynamics 365's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.

How long does it take to build?

Minutes to a first working version, not weeks — you test it against real data before it goes anywhere near production.

How does connecting Get The Referral to Microsoft Dynamics 365 support sales teams?

It lets your team follow up on high-value interactions from Get The Referral, such as abandoned carts or new affiliate approvals, by updating lead records in Microsoft Dynamics 365.

Can affiliate activity in Get The Referral be tracked inside Microsoft Dynamics 365?

Yes, when new affiliates are approved or earn commissions in Get The Referral, customer profiles and deal history update automatically in Microsoft Dynamics 365.

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