--- title: Referral Partner Report Automation Action description: The Referral Partner Report action allows teams to automatically send structured reports to partner-type records through Contact Automations. This feature enhances communication with referral partners by including customizable report data and an optional CSV attachment --- [Skip to content](https://support.thinkaidium.com/referral-partner-report-automation-action#main-content) English Show submenu for translations [Sign in](https://support.thinkaidium.com/_hcms/mem/login?redirect_url=https%3A%2F%2Fsupport.thinkaidium.com%2Freferral-partner-report-automation-action&hsLang=en) [![Logo-Green-Positive@4x](https://support.thinkaidium.com/hs-fs/hubfs/Logo-Green-Positive@4x.png?width=184&height=35&name=Logo-Green-Positive@4x.png)](https://lendware.ai/) Open main navigation Close main navigation - English Show submenu for translations - [Sign in](https://support.thinkaidium.com/_hcms/mem/login?redirect_url=https%3A%2F%2Fsupport.thinkaidium.com%2Freferral-partner-report-automation-action) - Contact us Contact us How can we help you? - There are no suggestions because the search field is empty. 1. [Knowledge Base](https://support.thinkaidium.com/?hsLang=en) 2. [Automations](https://support.thinkaidium.com/automations?hsLang=en) 3. [Advanced](https://support.thinkaidium.com/automations?hsLang=en#advanced) # Referral Partner Report Automation Action ## The Referral Partner Report action allows teams to automatically send structured reports to partner-type records through Contact Automations. This feature enhances communication with referral partners by including customizable report data and an optional CSV attachment. This action functions like a standard email automation, with additional reporting capabilities specific to partner records. #### How It Works When added to a Contact Automation, the Referral Partner Report: - Functions like a standard email action - Generates a report attachment (CSV) - Only executes for **partner-type records** If a non-partner record enters the automation, the action will not execute for that record. --- #### Adding a Referral Partner Report Action ### Step 1: Open the Automation Builder Navigate to **Automations** and create or edit a **Contact Automation**.![](https://desk.zoho.com/galleryDocuments/edbsne725904894fbfd1b62adb54e960c0b1c70c712aaf7f836756d0ea43eb78435d08c585c9e0d957479d6ddf3d12ac2e356?inline=true)   --- ### Step 2: Add a Communication Action Click **Add Action**, then select: **Communication → Referral Partner Report![](https://desk.zoho.com/galleryDocuments/edbsne5a851a7ce1dbaf2bb3ad62a791c41dfb5c7d2f1e92c05cb60075a56c9e71bad2efe0a72512ea82d0d1fc32f64d08854?inline=true)**   --- ### Step 3: Configure the Report![](https://desk.zoho.com/galleryDocuments/edbsn44c938afdeb0dccfec817f426a757204f7faa24e739432f8981732d988e04c45be0af3faf5465f38422114db62c46569?inline=true) #### ![](https://static.zohocdn.com/zoho-desk-editor/static/images/lights.png/) **Important:** The Referral Partner Report action is available only in Contact Automations --- #### Email Configuration You may customize: - Subject line - Email body content Example message: > “Hey Partner, check out these records.” This allows you to tailor the communication to your workflow and branding. --- #### Time Frame Selection You can define the time range for included referred records. Available options may include: - 3 Months - 6 Months Only records within the selected time frame will be included in the report.![](https://desk.zoho.com/galleryDocuments/edbsne725904894fbfd1b62adb54e960c0b1c5b4ff84ae90c2f303a81942b352addd8f926bf9bed18ef03ecb40f53df40370f?inline=true) --- #### Field Selection for CSV Attachment The report generates a CSV file containing selected fields. ### Field Categories #### Mandatory Fields (Cannot Be Removed) These fields will always be included: - Full Name (Contact) - Last Contacted Date - Status - Loan Number --- #### Default System Fields Common contact and transaction fields are pre-selected, such as: - Phone Number - Email Address - Transaction Status - Closing Date These fields can be deselected if desired. --- #### Custom Fields - Custom fields are available for selection - They are not selected by default - Enterprise accounts may see a larger list depending on configuration ![](https://desk.zoho.com/galleryDocuments/edbsn5fa80c42f65c896a5a05d1edd75dcbeb404172e018550e911e4abace82968b494dad9ddfcb87fee0a12b943cd86463a2?inline=true)   #### ![](https://static.zohocdn.com/zoho-desk-editor/static/images/info.png/) This action only executes for Partner-type records. If a non-partner record enters the automation, the action will not run for that record. The report generates a CSV attachment based on the fields selected in the configuration. Mandatory fields cannot be deselected and will always appear in the file. System fields are selected by default, while custom fields must be manually enabled. Review your selections carefully before saving the automation. --- #### Automation Behavior After saving and enabling the automation: - The action runs like any other email action - It executes automatically when conditions are met - It only generates for partner-type records If a non-partner record enters the workflow: - The action will not send - No email will be generated for that record #### ![](https://static.zohocdn.com/zoho-desk-editor/static/images/info.png/)When triggered through automation, the email will still send even if no matching records exist. In that case, the attached CSV file will be blank. --- #### Important Behavior Differences There is a difference between: ### [Referral Partner Report from the User Interface](https://lendware.zohodesk.com/portal/en/kb/articles/referral-partner-report) When manually triggered from a partner record: - If no referred records exist within the allowed time frame, - The system displays an error message. --- ### Referral Partner Report from Automation When triggered through automation: - The email will still be sent - If no matching records exist, - The attached CSV will be blank This ensures consistent delivery while maintaining data integrity. --- #### Upcoming Playbook SupportThe Referral Partner Report action will soon be available within Playbooks. Once released, teams will be able to simply select the automation template and make edits as needed to quickly standardize partner communication workflows. --- #### **Need more help?** Check out: [Referral Partner Report](https://lendware.zohodesk.com/portal/en/kb/articles/referral-partner-report#The_referral_pipeline_report_is_a_quick_and_easy_way_to_send_an_email_update_to_your_referral_partners_giving_them_a_concise_update_on_the_status_of_leads_they_provided_to_you) - [Automations](https://support.thinkaidium.com/automations?hsLang=en#main-content) - [Introduction](https://support.thinkaidium.com/automations?hsLang=en#introduction) - [Advanced](https://support.thinkaidium.com/automations?hsLang=en#advanced) - [Initial Setup](https://support.thinkaidium.com/automations?hsLang=en#initial-setup) - [Build Specific Contact Automations](https://support.thinkaidium.com/automations?hsLang=en#build-specific-contact-automations) - [Contacts](https://support.thinkaidium.com/contacts?hsLang=en#main-content) - [Contact Detail Page](https://support.thinkaidium.com/contacts?hsLang=en#contact-detail-page) - [Contacts Page](https://support.thinkaidium.com/contacts?hsLang=en#contacts-page) - [Filters](https://support.thinkaidium.com/contacts?hsLang=en#filters) - [More Functions](https://support.thinkaidium.com/contacts?hsLang=en#more-functions) - [Beta Features](https://support.thinkaidium.com/beta-features?hsLang=en#main-content) - [Marketing Forms & Sites](https://support.thinkaidium.com/beta-features?hsLang=en#marketing-forms-sites) - [Custom Fields](https://support.thinkaidium.com/custom-fields?hsLang=en) - [Email and Text Messages](https://support.thinkaidium.com/email-and-text-messages?hsLang=en#main-content) - [Email](https://support.thinkaidium.com/email-and-text-messages?hsLang=en#email) - [Opt-in / Opt-out](https://support.thinkaidium.com/email-and-text-messages?hsLang=en#opt-in-opt-out) - [In-app Calling](https://support.thinkaidium.com/email-and-text-messages?hsLang=en#in-app-calling) - [Communications](https://support.thinkaidium.com/email-and-text-messages?hsLang=en#communications) - [Text Message](https://support.thinkaidium.com/email-and-text-messages?hsLang=en#text-message) - [Enterprise Administration](https://support.thinkaidium.com/enterprise-administration?hsLang=en#main-content) - [Integrations](https://support.thinkaidium.com/enterprise-administration?hsLang=en#integrations) - [Teams / Users / Login](https://support.thinkaidium.com/enterprise-administration?hsLang=en#teams-users-login) - [Enterprise Management](https://support.thinkaidium.com/enterprise-administration?hsLang=en#enterprise-management) - [EAM - Enterprise Automation Management](https://support.thinkaidium.com/enterprise-administration?hsLang=en#eam-enterprise-automation-management) - [How-to Videos](https://support.thinkaidium.com/how-to-videos?hsLang=en#main-content) - [Dashboard](https://support.thinkaidium.com/how-to-videos?hsLang=en#dashboard) - [Email and Texting](https://support.thinkaidium.com/how-to-videos?hsLang=en#email-and-texting) - [Imports](https://support.thinkaidium.com/how-to-videos?hsLang=en#imports) - [Contacts](https://support.thinkaidium.com/how-to-videos?hsLang=en#contacts) - [Transactions](https://support.thinkaidium.com/how-to-videos?hsLang=en#transactions) - [Tasks](https://support.thinkaidium.com/how-to-videos?hsLang=en#tasks) - [Training Sessions](https://support.thinkaidium.com/how-to-videos?hsLang=en#training-sessions) - [Integrations](https://support.thinkaidium.com/how-to-videos?hsLang=en#integrations) - [Admin Settings](https://support.thinkaidium.com/how-to-videos?hsLang=en#admin-settings) - [Automations](https://support.thinkaidium.com/how-to-videos?hsLang=en#automations) - [User and Team Settings](https://support.thinkaidium.com/how-to-videos?hsLang=en#user-and-team-settings) - [Integrations](https://support.thinkaidium.com/integrations?hsLang=en#main-content) - [Point of Sale](https://support.thinkaidium.com/integrations?hsLang=en#point-of-sale) - [Identity Providers](https://support.thinkaidium.com/integrations?hsLang=en#identity-providers) - [Loan Origination Systems](https://support.thinkaidium.com/integrations?hsLang=en#loan-origination-systems) - [Lead Sources](https://support.thinkaidium.com/integrations?hsLang=en#lead-sources) - [Gifting Experiences](https://support.thinkaidium.com/integrations?hsLang=en#gifting-experiences) - [Lendware Predict](https://support.thinkaidium.com/lendware-predict?hsLang=en) - [Lendware - Support Articles](https://support.thinkaidium.com/lendware-support-articles?hsLang=en) - [Marketing](https://support.thinkaidium.com/marketing?hsLang=en#main-content) - [Forms](https://support.thinkaidium.com/marketing?hsLang=en#forms) - [Playbooks](https://support.thinkaidium.com/playbooks?hsLang=en#main-content) - [Events](https://support.thinkaidium.com/playbooks?hsLang=en#events) - [Loan Milestones](https://support.thinkaidium.com/playbooks?hsLang=en#loan-milestones) - [Retargeting](https://support.thinkaidium.com/playbooks?hsLang=en#retargeting) - [Integrations](https://support.thinkaidium.com/playbooks?hsLang=en#integrations) - [Introduction](https://support.thinkaidium.com/playbooks?hsLang=en#introduction) - [User and Team Settings](https://support.thinkaidium.com/user-and-team-settings?hsLang=en#main-content) - [User Settings](https://support.thinkaidium.com/user-and-team-settings?hsLang=en#user-settings) - [Notifications](https://support.thinkaidium.com/user-and-team-settings?hsLang=en#notifications) - [Team Settings](https://support.thinkaidium.com/user-and-team-settings?hsLang=en#team-settings) - [Integrations](https://support.thinkaidium.com/user-and-team-settings?hsLang=en#integrations) - [Tasks](https://support.thinkaidium.com/tasks?hsLang=en#main-content) - [Introduction](https://support.thinkaidium.com/tasks?hsLang=en#introduction) - [Cross-team Tasks](https://support.thinkaidium.com/tasks?hsLang=en#cross-team-tasks) - [Transactions](https://support.thinkaidium.com/transactions?hsLang=en#main-content) - [Transactions Page](https://support.thinkaidium.com/transactions?hsLang=en#transactions-page) - [Transaction Slide-out](https://support.thinkaidium.com/transactions?hsLang=en#transaction-slide-out) - [More Functions](https://support.thinkaidium.com/transactions?hsLang=en#more-functions) - [Filters](https://support.thinkaidium.com/transactions?hsLang=en#filters) [![Logo-Green-Positive@4x](https://support.thinkaidium.com/hs-fs/hubfs/Logo-Green-Positive@4x.png?width=172&height=32&name=Logo-Green-Positive@4x.png "Logo-Green-Positive@4x")](https://support.thinkaidium.com/?hsLang=en) 2060 Broadway suite 200, Boulder, CO 80302 [mailto:support@thinkaidium.com](mailto:support@thinkaidium.com) Copyright © 2025, Aidium