Referral Factory Sunsama

Add project comment when client unsubscribes

If a contact unsubscribes from marketing communications in Referral Factory, automatically append a comment to their active account task in Sunsama.

Try:

See all Referral Factory + Sunsama 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.

Referral Factory Explore Referral Factory →

Triggers
New lead captured

Fires when a new lead or contact is captured in Referral Factory.

Contact enters a workflow

Fires when a contact enters an automation in Referral Factory.

Contact updated

Fires when a field on a contact changes in Referral Factory.

Contact unsubscribed

Fires when a contact unsubscribes in Referral Factory.

Actions
Create or update a contact

Creates or updates a contact in Referral Factory.

Add a contact to a campaign

Adds a contact to a workflow or campaign in Referral Factory.

Send a message

Sends an email or message to a contact via Referral Factory.

Apply or remove a tag

Changes a contact's tags in Referral Factory.

Sunsama Explore Sunsama →

Triggers
New task created

Fires when a new task, job or item is created in Sunsama.

Task completed

Fires when a task in Sunsama is marked complete.

Due date approaching

Fires when a task's due date in Sunsama is coming up.

Status changed

Fires when a task, job or project changes status in Sunsama.

Actions
Create task

Creates a new task, job or item in Sunsama.

Update task

Updates a task's status or assignee in Sunsama.

Add comment

Posts a comment on a task in Sunsama.

Assign task

Assigns a task in Sunsama to a team member.

Create task when new lead enters workflow When a contact enters a specific campaign workflow in Referral Factory, automatically generate an onboarding task in Sunsama for team assignment. See details
Tag marketing contact upon task completion Whenever an onboarding task is completed in Sunsama, automatically apply a verified status tag to the corresponding contact in Referral Factory. See details

See all Referral Factory + Sunsama integrations →  ·  Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Add project comment when client unsubscribes” between Referral Factory and Sunsama?

Yes — describe it in the box above and Knit's Integrations Agent researches Referral Factory and Sunsama'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 marketing automation to project management help teams?

It eliminates manual handoffs by automatically creating operational tasks in Sunsama whenever contacts reach key stages in Referral Factory marketing campaigns.

Can completed project tasks influence marketing automation sequences?

Yes, when project tasks are completed in Sunsama, you can automatically tag contacts or enter them into targeted follow-up workflows in Referral Factory.

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