ceven

ReferralRock

Syncs every referral, reward, and member event into your CRM and automates the payout process based on custom qualification rules.

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Standard

Why use Ceven?

  1. AI native ReferralRock integration

    • Describe the outcome and Ceven picks the right ReferralRock calls, fills the parameters, and checks the result.
    • Structured, agent friendly tool schemas so each call runs reliably instead of by guesswork.
    • Rich coverage for reading, writing, and querying your ReferralRock data, across all 32 of its actions.

  2. Managed auth

    • Built in OAuth with automatic token refresh and rotation.
    • One place to manage, scope, and revoke ReferralRock access.
    • Per user and per environment credentials instead of shared keys.

  3. Agent optimized design

    • Actions are tuned from real success and error rates so reliability climbs over time.
    • Full execution logs so you always know what ran in ReferralRock, when, and on whose behalf.
    • The agent pauses and asks when ReferralRock is unclear instead of plowing ahead.

  4. Enterprise grade security

    • Fine grained access so you control which agents and people can reach ReferralRock.
    • Least privilege by default, read scopes first and only the writes a workflow needs.
    • A full audit trail of every ReferralRock action to support review and sign off.

Supported tools

Every action Ceven's agents can run on ReferralRock, and when to use it.

Add member to program
Use this when a new user signs up for your product and needs to be enrolled in the referral program automatically.
Create new referral
Use this to record a new referral based on a member code, typically triggered by a sign up form submission.
Issue reward to member
Manually grant a reward to a member. Use this when a referral meets a custom qualification that falls outside standard rules.
Update referral details
Modify contact info, notes, or custom fields for an existing referral to keep the record current.
List program members
Pull a list of members with filters for status or date range to analyze program participation.
Get member statistics
Pull sharing and reward activity for a specific member to identify your top brand advocates.
Get referrals
Retrieve a filtered list of referrals to audit which leads are still pending qualification.
Get rewards
Pull a list of issued or pending rewards to reconcile marketing spend against your budget.
Get pending payouts
Retrieve a list of payouts that are waiting for approval or processing for a specific recipient.
Generate member access URLs
Create secure unique links for members to access their referral portal or share content.
Create invite feed entry
Add a contact to the automatic invitation queue to nudge them to join the referral program.
Unsubscribe email address
Remove a user from the referral mailing list when they opt out of marketing communications.
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.
Delete Webhook
Tool to delete a webhook subscription. Use when you need to cancel and stop data transmission to a registered webhook URL.
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 (
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.
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.
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.
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.
Get Payout
Tool to retrieve payout list by ID. Use when you need to get specific payout information using a payout identifier.
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.
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.
Get Single Program
Tool to retrieve a single referral program by name. Use when you need details about a specific program.
List Referral Programs
List all referral programs in ReferralRock. Use this to retrieve details about available referral programs with pagination support.
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.
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.
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.
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.
Generate Member Access Token
Tool to generate pre authenticated member access URLs for sharing and portal experiences. Use when you need to create temporary access tokens for members to access their portal or share content. Note: This endpoint is deprecated; consider u
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.

30 actions · scroll to see them all

Frequently asked questions

Ceven monitors your ReferralRock account for new referral events and matches them against your external business logic. When a referral is created, the agent can wait for a specific event in another tool, such as a paid invoice in QuickBooks or a completed onboarding sequence in your app. Once that external condition is met, the agent calls the Issue Reward action in ReferralRock. This ensures that rewards are only given for high quality leads that actually convert to revenue, preventing reward fraud and ensuring your marketing budget is spent on users who provide real value to your business over time.
Yes. You can set up a workflow where Ceven identifies users who have reached a high NPS score or a specific product milestone and then uses the Create Invite Feed Entry action. This pushes those happy customers directly into the ReferralRock invitation queue. You can also customize the timing of these invites so they happen exactly when a user is most likely to refer a friend. By automating the top of the funnel, you ensure a steady stream of new members entering your program without having to manually export lists from your database to the referral platform.
Ceven uses the Generate Member Access URLs tool to create secure, pre authenticated links for your users. Instead of forcing users to log in to a separate portal, you can have Ceven embed these links in a personalized email or a dashboard notification. These links allow users to see their referral stats and copy their unique codes instantly. You can specify expiration times for these links to maintain security, and the agent can refresh them automatically if a user requests a new link through a support chat or a self service portal.
When a referral is deleted, Ceven can trigger a cleanup workflow across your other tools. For example, if a referral record is removed from ReferralRock, the agent can search for the corresponding lead in your CRM and mark it as disqualified or archived. This keeps your data in sync and prevents sales teams from reaching out to leads that are no longer valid. You can configure the agent to log these deletions in a central audit trail so you can track how many referrals are being removed and why they did not qualify.
Yes, the agent can use the Remove Rewards tool to cancel pending or issued rewards in bulk. This is useful if you discover a system error that erroneously granted rewards to a large group of users. You can provide the agent with a list of reward IDs or a set of criteria, such as all rewards issued on a specific date, and it will iterate through the list to remove them. This prevents the need for manual deletion in the dashboard and allows you to maintain a clean record of actual earned rewards.
ReferralRock employs rate limits on their API to ensure platform stability. If you are running massive bulk imports of members or referrals, you might encounter a 429 Too Many Requests error. Ceven handles this by implementing an exponential backoff strategy, meaning the agent will automatically pause and retry the request after a short delay. However, for exceptionally large datasets, we recommend scheduling these workflows during off peak hours. Be aware that certain advanced reward rules and detailed reporting endpoints may be gated behind specific ReferralRock pricing tiers and will not be accessible if your plan does not support them.
Ceven maintains a bidirectional sync for communication preferences. When a user unsubscribes from your main marketing list in a tool like Mailchimp, Ceven can automatically call the Unsubscribe Email Address action in ReferralRock. Conversely, if a user opts out of referral emails directly through a ReferralRock link, the agent can detect this change and update the preference in your primary CRM. This ensures you stay compliant with email regulations and avoid sending unwanted communications to users who have explicitly asked to be removed from your referral marketing efforts.
Absolutely. The agent can use the Get Payout Transactions and Get Pending Payouts tools to build a comprehensive financial report. You can ask the agent to pull all payouts from the last quarter and compare them against your bank statements or accounting software. If there is a discrepancy, the agent can flag the specific payout ID and the associated member for manual review. This turns the audit process from a manual search through CSV exports into a simple natural language query, allowing your finance team to reconcile marketing spend in minutes.

Alternatives to ReferralRock

Other tools that solve a similar problem. Ceven supports these too, so you can switch or run more than one at once.

ReferralCandy logoReferralCandyAmbassador logoAmbassadorViralLoop logoViralLoop

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