ReferralRock logo

Integrate ReferralRock with your AI CRM

ReferralRock is a referral marketing platform that helps businesses create and manage referral programs to drive word-of-mouth growth and customer acquisition

Explore Triggers and Actions

Add new member to program

Tool to create a new member and add them to a referral program. Use when you need to add a new member with their program ID, name, and email. Returns HTTP 201 (Created) on success with member confirmation details.

ActionTry it

Create Invite Feed Entries

Tool to create multiple invite feed entries for automatic invites in ReferralRock. Use when you need to send a set of contacts to be used with automatic member invitations.

ActionTry it

Create Invite Feed Entry

Tool to create an invite feed entry for automatic invitations. Use when you need to add a contact to the referral program's invite queue.

ActionTry it

Create New Referral

Tool to create a new referral in ReferralRock based on a member's referral code. Use when you need to add a referral to a program, providing details like contact information, transaction amount, and custom fields.

ActionTry it

Create Referral Action

Tool to create a referral action for processing recurring rewards. Use when you need to record a referral action with an amount value for calculating percentage-based recurring rewards. The action can be linked to referrals via email, ID, or external identifier.

ActionTry it

Create Webhook Subscription

Tool to create or update a webhook subscription for event notifications. Use when you need to register a callback URL to receive POST requests with JSON data when specified events occur.

ActionTry it

Delete Members from Program

Tool to delete members from a referral program. Use when you need to remove one or more members. Each member requires either valid primaryInfo (memberId or referralCode) OR both secondaryInfo (externalIdentifier or email) and tertiaryInfo (program details) to be uniquely identified.

ActionTry it

Delete Referral

Tool to delete one or more referrals from a referral program. Use when you need to remove referrals by their unique ID or other identifying information. Each referral is deleted only when it can be uniquely identified.

ActionTry it

Delete Rewards

Tool to delete rewards from members or referrals in a referral program. Use when you need to remove one or more rewards from the system.

ActionTry it

Delete Webhook

Tool to delete a webhook subscription. Use when you need to cancel and stop data transmission to a registered webhook URL.

ActionTry it

Generate Member Access URLs

Tool to generate member access URLs for custom share experience or secure portal embedding. Use when you need to create unique access and share links for members with optional expiration time.

ActionTry it

Get Email Unsubscribed Status

Tool to check if an email address is unsubscribed from communications. Use when you need to verify unsubscribe status before sending emails.

ActionTry it

Get Member Statistics

Tool to retrieve comprehensive statistics for a single member from ReferralRock. Use when you need to analyze a member's sharing, referral, and reward activities over a specified time period.

ActionTry it

Get Payout Details by ID

Tool to get payout details by ID. Use when you need to retrieve specific payout information using a payout identifier.

ActionTry it

Get Payout Transactions

Tool to get payout transaction history for referral program participants. Use when you need to retrieve payout transaction information, optionally filtering by recipient ID or specific transaction ID.

ActionTry it

Get Pending Payouts

Tool to get pending payouts for a member or recipient. Use when you need to retrieve pending payout information, optionally filtering by recipient and including ineligible rewards.

ActionTry it

Get Referrals

Tool to list referrals with filtering and pagination options. Use when you need to retrieve referrals from ReferralRock, optionally filtered by program, member, date range, status, or search query. Supports sorting and pagination.

ActionTry it

Get Reward Rules

Tool to get reward rules for a program. Use when you need to retrieve member rewards rules configuration including triggers, payouts, and delivery settings for a specific program.

ActionTry it

Get Rewards

Tool to list rewards with optional filtering and pagination. Use when you need to retrieve rewards filtered by program, member, status, date ranges, or specific search queries. Supports sorting and pagination via offset/count parameters.

ActionTry it

Get Single Program

Tool to retrieve a single referral program by name. Use when you need details about a specific program.

ActionTry it

Get Single Referral

Tool to retrieve a single referral by email, ID, or external ID. Use when you need to fetch detailed information about a specific referral from ReferralRock.

ActionTry it

Get Webhook History for Event

Tool to retrieve webhook history for a specific event. Use when you need to check the delivery status and details of webhooks for a particular event type.

ActionTry it

Issue Reward to Member

Tool to issue a reward to a member in the Referral Rock system. Use when you need to issue a specific reward to a recipient, with the option to override eligibility date rules.

ActionTry it

List Program Members

Tool to list program members with filtering and pagination. Use when you need to retrieve member information, optionally filtering by program, search query, status, or date range. Supports sorting and pagination for large datasets.

ActionTry it

List Referral Programs

List all referral programs in ReferralRock. Use this to retrieve details about available referral programs with pagination support.

ActionTry it

Remove Email from Unsubscribe List

Tool to remove an email address from the unsubscribe list. Use when you need to resubscribe an email address that was previously unsubscribed.

ActionTry it

Remove Email from Unsubscribe List

Tool to remove an email address from the unsubscribe list. Use when you need to resubscribe a previously unsubscribed email address to allow them to receive emails again.

ActionTry it

Remove Members from Program

Tool to remove members from a referral program. Use when you need to delete members from the system. A member is removed when uniquely identified by either primaryInfo (memberId or referralCode) OR both secondaryInfo and tertiaryInfo.

ActionTry it

Remove Referral

Tool to remove referrals from a referral program. Use when you need to delete referrals using their referral ID or alternative identifiers.

ActionTry it

Remove Rewards

Tool to remove rewards from members or referrals of a referral program. Use when you need to delete one or more rewards by their IDs. The endpoint returns a result for each reward ID indicating whether the removal was successful.

ActionTry it

Unsubscribe Email Address

Tool to unsubscribe an email address from the ReferralRock mailing list. Use when a user wants to opt out of email communications.

ActionTry it

Update Referral Details

Tool to update referral details in a referral program. Use when you need to modify existing referral information such as contact details, status, notes, or custom fields. Requires either a referralId OR both secondaryInfo and tertiaryInfo to identify referrals. Supports bulk updates by providing multiple update items.

ActionTry it

Update Referral Status

Tool to update referral status in ReferralRock. Use when you need to change a referral's status to pending, qualified, approved, or denied. Note: This endpoint is deprecated; use POST /api/referral/update instead.

ActionTry it

How the ReferralRock integration works

The ReferralRock integration connects your Dench AI CRM directly to ReferralRock, so agents can read and act on your ReferralRock data as part of everyday work — answering questions in chat, keeping your CRM in sync, and running automations without anyone copying data between tools.

33 actions are available for agents to invoke on your behalf. Every call runs through ReferralRock's own authorization, scoped to the account you connect.

Set up ReferralRock in Dench

  1. 1

    Sign in to your Dench workspace and open Integrations.

  2. 2

    Find ReferralRock and click Connect — you'll authorize access through ReferralRock's own sign-in flow. No API keys or code required.

  3. 3

    Ask an agent to use ReferralRock in chat, or call it from an automation.

  4. 4

    Manage or disconnect the connection any time from workspace settings.

Frequently asked questions

How does the ReferralRock integration work with Dench?

The Dench ReferralRock integration connects your AI CRM to ReferralRock, so AI agents can work with your ReferralRock data as part of chats, automations, and CRM workflows. You connect your account once, and every agent in your workspace can use it — governed by your workspace permissions.

What actions can AI agents perform with ReferralRock via Dench?

The ReferralRock integration currently exposes 33 actions, including Add new member to program, Create Invite Feed Entries, Create Invite Feed Entry, Create New Referral, Create Referral Action, and Create Webhook Subscription. Agents invoke them on your behalf from chat or from automations.

Do I need to write code to connect ReferralRock to Dench?

No. You connect ReferralRock from your Dench workspace using ReferralRock's own sign-in and authorization flow — no API keys to copy, no glue code to maintain.

Is the ReferralRock integration secure?

Connections are authorized through ReferralRock's own authentication flow, and Dench stores only the authorization needed to act on your behalf. You can review and disconnect the ReferralRock connection from your workspace settings at any time.