Add ReferralRock to your AI agent
ReferralRock is a referral marketing platform that helps businesses create and manage referral programs to drive word-of-mouth growth and customer acquisition
- Things your agent can do in ReferralRock
- 32
Things your AI can do in ReferralRock
Your FormWise AI can handle any of these in ReferralRock — on its own, without you needing to click a button.
Get Member Statistics
PopularTool 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.
List Program Members
PopularTool 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.
Get Single Program
PopularTool to retrieve a single referral program by name. Use when you need details about a specific program.
List Referral Programs
PopularList all referral programs in ReferralRock. Use this to retrieve details about available referral programs with pagination support.
Get Single Referral
PopularTool 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 Referrals
PopularTool 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.
Get Rewards
PopularTool 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.
Generate Member Access URLs
PopularTool 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.
Add new member to program
PopularTool 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.
Create New Referral
PopularTool 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.
Issue Reward to Member
PopularTool 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.
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.
Show 20 more things it can do
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 (program details) to be uniquely identified.
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 Details by ID
Tool to get payout details by ID. Use when you need to retrieve specific payout information using a payout identifier.
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.
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 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.
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.
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.
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 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.
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.
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.
Remove Referral
Tool to remove referrals from a referral program. Use when you need to delete referrals using their referral ID or alternative identifiers.
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.
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.
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.
Built for the way you actually work
No code, no engineers
Connect in a few clicks and start using your AI right away. If you can use the apps you already love, you can do this.
Sounds like you, not like a bot
Train your AI on your offer, your voice, and the way you actually talk to clients — it picks up where you leave off.
Plugs into the stack you already use
No need to rip out your CRM, your scheduler, or your email tool. Your AI works inside the apps running your business today.
Your data stays yours
Client conversations, lists, and credentials are scoped to your workspace. Nothing gets shared, sold, or used to train anyone else’s AI.
What you can do once ReferralRock is connected
Onboard new clients without lifting a finger
When someone signs up, your AI greets them, sets up their next step in ReferralRock, and keeps the momentum going — even at 2am.
Reply to leads in seconds, not days
Your AI watches ReferralRock for new inquiries, answers questions in your voice, and books the call before they cool off.
Get your weekends back
Hand off the repetitive ReferralRock work — follow-ups, reminders, updates, simple admin — and stop being the bottleneck in your own business.
How to connect ReferralRock to your agent
- 1
Start using FormWise for free
Sign up in under a minute.
- 2
Find ReferralRock in your connected apps
Inside FormWise, go to Settings → Connected Services and look for ReferralRock.
- 3
Hit "Connect"
Click "Connect ReferralRock" and log in like you normally would. We only ask for the permissions your AI actually needs.
- 4
Tell your AI what to do in ReferralRock
Build a quick AI Agent (it's like writing instructions, not code), and pick the ReferralRock actions you want your AI to handle.
- 5
Watch it run
Send it a real-world task and watch your AI take care of ReferralRock for you. Tweak the wording until it feels just right.
Powered by the AI you already trust
Your ReferralRock workflow runs on the same world-class AI used by ChatGPT, Claude, and Gemini. We handle the technical part — you just tell your AI what to do, in plain English.
- OpenAI
- Anthropic Claude
- Google Gemini
Questions other ReferralRock users had before signing up
Do I need to know how to code?
Not even a little. If you can use ReferralRock today, you can set this up. You'll connect ReferralRock, tell your AI what it should help with, and you're live. The whole thing is built for coaches, course creators, agencies, and operators — not engineers.
Will my clients know they're talking to an AI?
Only if you want them to. Your FormWise AI is trained on your voice, your offer, and the way you actually communicate — so it sounds like a thoughtful team member, not a clunky chatbot. Most people can't tell.
Can I make it sound like me?
Yes. You can give your AI examples of how you write, the questions you usually ask new clients, the way you handle objections, and the language you use about your offer. The more you give it, the more it sounds like you wrote it.
What if I want to take over a conversation?
You're always in control. You can step in at any point, take over from your AI, or stop it from sending messages until you've reviewed them. Think of it as a teammate, not a replacement.
Is my client data safe?
Yes. Your ReferralRock login and client information stay scoped to your workspace. We don't sell it, we don't share it, and we don't use your data to train anyone else's AI. You can disconnect ReferralRock or delete everything any time.
What happens when ReferralRock updates their app?
We handle it. When ReferralRock adds new features or changes how something works, we update the integration in the background. You don't have to do anything — your AI just keeps working.
How fast can I actually get this running?
Most people are up and running the same day they sign up. Connecting ReferralRock takes a few minutes. Teaching your AI to handle the work the way you'd want it done is the part worth slowing down for.
What is FormWise?
FormWise is the AI agent builder for coaches, course creators, and agencies. You connect the apps you already use — like ReferralRock — train your AI on your offer and voice, and let it handle the work you've been doing manually: onboarding, follow-ups, support, admin. No code, no developers, no engineering team required.
Can I sell AI agents to my clients?
Yes. A lot of FormWise users build AI assistants and sell them as part of their offer — done-for-you AI setups, white-label assistants for client businesses, custom GPTs trained on a client's brand. You can charge a setup fee, a monthly retainer, or both.
Can I embed my AI on my website or in my course?
Yes. Every AI you build in FormWise can be embedded on your site, dropped into your course platform, or shared as a standalone link. Your clients and students just open it like any other web page — no app to download, no login hoops.
Do I need to know anything about AI to use this?
No. If you can describe what you want your AI to do in plain English — "greet new clients, ask these 3 questions, book them a call" — FormWise can build it. We handle the models, the prompts, the connections. You handle the part you already know: what your business actually needs.
About ReferralRock on FormWise
ReferralRock is a referral marketing platform that helps businesses create and manage referral programs to drive word-of-mouth growth and customer acquisition
Connect ReferralRock once and your FormWise AI gets 32 things it can do inside it. That means your AI can handle the ReferralRock work in your business — the messages, the updates, the follow-ups, the admin — the way you would, just faster and around the clock.
You don't need to know how any of it works under the hood. We take care of keeping the connection alive, retrying if something fails, and making sure your data only ever moves where you tell it to.
New to ReferralRock? Take a look at referralrock.com.
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Stop doing the ReferralRock work yourself
Hand it off to an AI assistant that sounds like you, works around the clock, and never forgets a follow-up. Free to start.