Manage Genius Referrals advocates, referrals and tags, read campaigns, bonuses, redemption requests and products, and pull referral reports.
Explore 43 workflow actions for Genius Referrals, including account permissions and operation limits.
33 read actions10 write actions
WORKFLOW ACTIONS
What you can configure.
Choose an action in the workflow builder, connect an account, and map its inputs. These actions are available in the catalog; your account access and a successful test determine whether they work for your setup.
Bonuses given per day
Read
Report: bonuses given per day.
Permissions and limits
Account permissions
A Genius Referrals API token
Bonuses per origin
Read
Report: bonuses per origin.
Permissions and limits
Account permissions
A Genius Referrals API token
Create advocate
Write
Create an advocate (can_refer 1) or a person to refer (can_refer 0). firstname, lastname, email and payout_threshold are required; the rest are optional, as the reference says.
Permissions and limits
Account permissions
A Genius Referrals API token
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create referral
Write
Link a referred person (an advocate with can_refer 0) to the referring advocate.
Permissions and limits
Account permissions
A Genius Referrals API token
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create tag
Write
Create a tag; description is optional.
Permissions and limits
Account permissions
A Genius Referrals API token
A repeated request may repeat the external action. Review the previous result before retrying a write.
Daily click participation
Read
Report: daily click participation.
Permissions and limits
Account permissions
A Genius Referrals API token
Daily referral participation
Read
Report: daily referral participation.
Permissions and limits
Account permissions
A Genius Referrals API token
Daily share participation
Read
Report: daily share participation.
Permissions and limits
Account permissions
A Genius Referrals API token
Delete advocate
Write
Delete one advocate.
Permissions and limits
Account permissions
A Genius Referrals API token
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete product
Write
Delete a product.
Permissions and limits
Account permissions
A Genius Referrals API token
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete referral
Write
Delete a referral.
Permissions and limits
Account permissions
A Genius Referrals API token
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete tag
Write
Delete a tag.
Permissions and limits
Account permissions
A Genius Referrals API token
A repeated request may repeat the external action. Review the previous result before retrying a write.
Get account
Read
One account by its slug.
Permissions and limits
Account permissions
A Genius Referrals API token
Get advocate
Read
One advocate by token (balances are left out).
Permissions and limits
Account permissions
A Genius Referrals API token
Get bonus
Read
One bonus.
Permissions and limits
Account permissions
A Genius Referrals API token
Get campaign
Read
One campaign.
Permissions and limits
Account permissions
A Genius Referrals API token
Get product
Read
One product.
Permissions and limits
Account permissions
A Genius Referrals API token
Get redemption request
Read
One redemption request.
Permissions and limits
Account permissions
A Genius Referrals API token
Get referral
Read
One referral.
Permissions and limits
Account permissions
A Genius Referrals API token
Get tag
Read
One tag.
Permissions and limits
Account permissions
A Genius Referrals API token
Get widgets package
Read
One widgets package.
Permissions and limits
Account permissions
A Genius Referrals API token
List accounts
Read
Accounts the API token can use.
Permissions and limits
Account permissions
A Genius Referrals API token
List advocate share links
Read
An advocate's share links, by campaign.
Permissions and limits
Account permissions
A Genius Referrals API token
List advocates
Read
An account's advocates (balances are left out).
Permissions and limits
Account permissions
A Genius Referrals API token
List bonuses
Read
An account's bonuses.
Permissions and limits
Account permissions
A Genius Referrals API token
List bonuses redemption methods
Read
List bonuses redemption methods.
Permissions and limits
Account permissions
A Genius Referrals API token
List campaigns
Read
An account's campaigns.
Permissions and limits
Account permissions
A Genius Referrals API token
List currencies
Read
List currencies.
Permissions and limits
Account permissions
A Genius Referrals API token
List product variants
Read
A product's variants.
Permissions and limits
Account permissions
A Genius Referrals API token
List products
Read
An account's products.
Permissions and limits
Account permissions
A Genius Referrals API token
List redemption request actions
Read
List redemption request actions.
Permissions and limits
Account permissions
A Genius Referrals API token
List redemption request statuses
Read
List redemption request statuses.
Permissions and limits
Account permissions
A Genius Referrals API token
List redemption requests
Read
An account's redemption requests.
Permissions and limits
Account permissions
A Genius Referrals API token
List referrals
Read
An advocate's referrals.
Permissions and limits
Account permissions
A Genius Referrals API token
List tags
Read
An account's tags.
Permissions and limits
Account permissions
A Genius Referrals API token
List widgets packages
Read
An account's widgets packages.
Permissions and limits
Account permissions
A Genius Referrals API token
Referrals per origin
Read
Report: referrals per origin.
Permissions and limits
Account permissions
A Genius Referrals API token
Revenue
Read
Report: revenue by date and campaign.
Permissions and limits
Account permissions
A Genius Referrals API token
Test authentication
Read
Check the API token; answers a greeting with the account's email.
Permissions and limits
Account permissions
A Genius Referrals API token
Top 10 advocates
Read
Report: top 10 advocates.
Permissions and limits
Account permissions
A Genius Referrals API token
Update advocate
Write
Change an advocate's details (balances are not offered).
Permissions and limits
Account permissions
A Genius Referrals API token
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update referral
Write
Replace a referral's details.
Permissions and limits
Account permissions
A Genius Referrals API token
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update tag
Write
Change a tag.
Permissions and limits
Account permissions
A Genius Referrals API token
A repeated request may repeat the external action. Review the previous result before retrying a write.
SETUP
Start with a controlled test.
01Connect the intended account
Use the account and permissions required for your process. Review the connection check before configuring a workflow action.
02Review inputs and access
Select a listed operation and map its required inputs. Use test records and add a human approval before writes that need review.
03Confirm the result
Inspect step outputs and confirm the result in Genius Referrals. A saved workflow is not a completed provider action.