Sign inGet started
Docs
Get started

Automate tasks across Referral Factory with Xero

Trigger
Action

Businesses automate real work through MindCloud every day.

Automate your first task

Use MindCloud Cirra to make Referral Factory and Xero talk.
Here are some common ways to automate work between them.

Send a Xero notification when Referral Factory receives a high-priority item.Try now
Create a Xero follow-up from new qualified activity in Referral Factory.Try now
Copy new customer details from Referral Factory into Xero.Try now
Update the matching Xero item when a Referral Factory status changes.Try now
Start a review in Xero when Referral Factory flags an exception.Try now
Summarize new Referral Factory activity and save it in Xero.Try now

How MindCloud automates work

MindCloud uses Cirra to give your workplace superpowers.
Use her to powerhouse through your Referral Factory and Xero work.

Connect your Referral Factory and Xero. The first step is to give Cirra access to your applications.

Teach Cirra to work between them. Simply explain what you want done between them and how you use them.

Automate that work. All your apps will talk to each other and work together. No technical knowledge needed.

Every action you need

Access 18 actions between Referral Factory and Xero.
Can’t find an action you need? Let us know.

List CampaignsReadRun a list campaigns action in Referral Factory.Retrieve CampaignReadRun a retrieve campaign action in Referral Factory.Search CampaignsReadRun a search campaigns action in Referral Factory.List Due RewardsReadRun a list due rewards action in Referral Factory.Search Due RewardsReadRun a search due rewards action in Referral Factory.List Issued RewardsReadRun a list issued rewards action in Referral Factory.Search Issued RewardsReadRun a search issued rewards action in Referral Factory.List RewardsReadRun a list rewards action in Referral Factory.Search RewardsReadRun a search rewards action in Referral Factory.List UsersReadRun a list users action in Referral Factory.Search UsersReadRun a search users action in Referral Factory.

Frequently Asked Questions

New to MindCloud? We've got you. Here are some answers to common questions about how MindCloud works with Referral Factory and Xero.

MindCloud connects Referral Factory and Xero so teams can automate handoffs, updates, alerts, and record changes without building one-off scripts.

Related integrations

Explore other ways to connect Referral Factory with the apps your team already uses, or browse every Referral Factory and Xero integrations.

Google SheetsGoogle Sheets connects app workflows across your app stack.GmailGmail connects app workflows across your app stack.SlackSlack connects app workflows across your app stack.Google CalendarGoogle Calendar connects app workflows across your app stack.Google DriveGoogle Drive connects app workflows across your app stack.NotionNotion connects app workflows across your app stack.HubSpotHubSpot connects app workflows across your app stack.Google FormsGoogle Forms connects app workflows across your app stack.MailchimpMailchimp connects app workflows across your app stack.

Connect all of your apps, not just some of them.

You can't automate business processes end-to-end if you can only connect to half of them.

Request an inviteJoin the early access list for the app network built to cover the workflows your business actually runs.Talk to an expertWork with a MindCloud specialist to map the systems, actions, and automations your team needs next.Get updatesFollow new app coverage, product launches, and practical integration notes from the MindCloud team.