Read this page as a quick path: scan the headings, use the step blocks, and escalate if the expected result does not happen.
n8n is an open-source workflow automation tool that works similarly to Zapier and Make. It can be self-hosted for full data control, or used via n8n Cloud. Referral Factory has a native n8n node, so you can add it directly to any workflow without writing HTTP requests.
Before you begin
You will need:
- An n8n instance — either n8n Cloud or a self-hosted installation
- Your Campaign ID and API Key from Referral Factory — find both on the Promote page → Custom API Dashboard card (the API Integration panel)
Getting started
1. In n8n, create a new workflow
2. Click + to add a node and search for Referral Factory
3. Choose whether Referral Factory is your trigger (watches for events) or action (performs an operation)
4. Connect your Referral Factory account using your API Key when prompted
5. Configure the node, map the relevant fields, and test
6. Activate the workflow
Available Referral Factory triggers
Triggers watch for events in Referral Factory and start your workflow:
| Trigger | What it does |
|---|---|
| New Referral | Fires when a new referral is created in your campaign |
| Referral Qualified | Fires when a referred lead is marked as qualified (converted) |
| Reward Issued | Fires when a reward is distributed to a referrer |
Available Referral Factory actions
Actions let another app do something inside Referral Factory:
| Action | What it does |
|---|---|
| Add User | Enrols a new referrer in your campaign and generates their unique referral link. |
| Qualify User | Marks a referred lead as qualified. You can qualify by email address, referral code, or coupon code. |
Example workflows
Enrol new customers as referrers:
Trigger: New customer in Stripe → Action: Add User in Referral Factory (map customer email and name)
Qualify leads when a payment is received:
Trigger: New payment in Stripe → Action: Qualify User in Referral Factory (map customer email)
Notify your team on new referrals:
Trigger: New Referral in Referral Factory → Action: Send a Slack message with the referral details
Sync qualified leads to your CRM:
Trigger: Referral Qualified in Referral Factory → Action: Create or update a contact in HubSpot
Log rewards in a spreadsheet:
Trigger: Reward Issued in Referral Factory → Action: Append a row in Google Sheets with the reward details