What you import
Issue / attribute / paid webhooks → unique NAME+3-digit code on Referrals → referred_by on the same Leads row → Credits tab credit-due on paid (payment_id idempotent). Optional share-this SMS.
n8n
A code, a row, a thank-you when it converts.
A referred job vanishes because nobody wrote the name down. This file issues a unique code, stamps referred_by on the lead, and opens a credit-due row when that lead’s payment_id comes in.
Before: a verbal “send a friend.” After: a code, referred_by on the lead, and a credit-due row you pay yourself.
Issue / attribute / paid webhooks → unique NAME+3-digit code on Referrals → referred_by on the same Leads row → Credits tab credit-due on paid (payment_id idempotent). Optional share-this SMS.
n8n
n8n, Google Sheets (Referrals, Credits, Leads), Gmail. Twilio only for the optional share-this SMS. No AI.
30–45 minutes.
No auto-cash. You mark the credit paid. Share-this SMS needs STOP, opt-out, and 2-hour suppression. Dental, med spa, vet, and law must read their board rules before they run a bounty. Does not flip CRM status.
Resident referral for a vacant unit.
Neighbor referral after a good install.
Same.
Family referral. Keep rewards modest and allowed.
Member-get-member if your rules allow.
Client-to-client, recorded.
Bring-a-friend codes.
Simple referral tracker (import this)
Video posting soon.
START-HERE.pdf page 1. Credentials. First live node. Email hello@ if a node name moved.
Preferred implementation partner is listed on Partners. Other approved shops later. We do not hold the file hostage.