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Choose a Trigger

Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Client" from ClientSuccess.

Add your action

An action happens after the trigger—such as "Create Action" in PartnerStack.

You’re connected!

Zapier seamlessly connects ClientSuccess and PartnerStack, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

New Client
Triggers when a new client is added.
Trigger
Polling
Try It
- Client
  Required
Trigger
Polling
Try It
- Client
- Disposition
Trigger
Polling
Try It
- Client
Trigger
Instant
Try It
- Client
  Required
- First Name
  Required
- Last Name
  Required
- Email Address
  Required
- Title
- Office Phone
- Mobile Phone
- LinkedIn URL
- Executive Sponsor?
- Advocate?
- Champion?
Action
Write

- Client
  Required
- Interaction Type
  Required
- Contact ID
- Employee
- Note
- Subject
- Created Date
Action
Write
- Product
  Required
- Client
  Required
- Note
  Required
- Amount
  Required
- Quantity
  Required
- Start Date
  Required
- End Date
  Required
- Is Recurring?
  Required
- Auto Renew?
  Required
Action
Write

- Task UUID
  Required
- Assign to Employee
- Name
- Note
- Due Date
- Completed
- Start Date
- Attributes
Action
Write
- Client ID
  Required
Action
Search
- External ID
  Required
- Name
  Required
- Status
  Required
- Success Cycle ID
- Assigned Employee
- Assigned Sales Rep Name
- Client as of
- Street Address
- City
- Zip Code
- State/Province
- Country
- LinkedIn URL
- Salesforce Account ID
- External ID
Action
Search or write
- Event
Trigger
Instant
Try It
- Event
Trigger
Instant
Try It
- Event
Trigger
Instant
Try It
- Event
Trigger
Instant
Try It
- Event
Trigger
Instant
Try It
- Partner Key
  Required
- Deal Key
  Required
- Account Name
  Required
- Contact First Name
  Required
- Contact Last Name
  Required
- Amount
  Required
- Close Date
  Required
- Stage
  Required
- Meta
Action
Write
- Group
- Email
  Required
- First Name
- Last Name
- Partner Key
- Metadata
Action
Write
- Partner Key
  Required
- Email
  Required
- Customer Key
  Required
- Name
- Phone Number
- Website
Action
Write
- Partner Key
- Deal Key
  Required
- Account Name
- Contact First Name
- Contact Last Name
- Amount
- Close Date
- Stage
- Meta
Action
Write
- Partner Key/Email
  Required
- Group Slug
- Partner Key
Action
Write
- Email
  Required
Action
Search
- Customer Key
  Required
- Partner Key
  Required
- Email
  Required
- Name
- Phone Number
- Website
Action
Search or write
- Partner Key/Email
  Required
- Group
- Email
  Required
- First Name
- Last Name
- Partner Key
- Metadata
Action
Search or write

- Client
  Required
Trigger
Polling
Try It
New User
Triggers when a new user/employee is added to your organization.
Trigger
Polling
Try It
- Client
  Required
Trigger
Polling
Try It
- Name
  Required
- Status
  Required
- Success Cycle ID
- Assigned Employee
- Assigned Sales Rep Name
- Client as of
- Street Address
- City
- Zip Code
- State/Province
- Country
- LinkedIn URL
- Salesforce Account ID
- External ID
Action
Write
- Client
  Required
- Contract Name
  Required
- Description
- Note
- Booking Date
- Close Lost Date
- Probability
- Currency
- Assigned ARR
- Assigned MRR
- Terminated Date
- Terminated Effective Date
- External ID
- Auto Renewal
- Booked By Employee ID
- Closed Lost By Employee ID
- Terminated Lost By Employee ID
- Type Value
- Stage Value
  Required
- Forecast Type Value
- Tenant Product ID
  Required
- Line Number
- Product Code
- Description
- Quantity
  Required
- Total
  Required
- Recurring
- Termination Start Date
- Termination End Date
- Assigned ARR
- Assigned MRR
- External ID
- Billing Frequency
- Modified Time
Action
Write
- Client
  Required
- Risk Level
  Required
- Employee
- Note
- Created Date
Action
Write
- Client
  Required
- Employee
  Required
- Name
  Required
- Note
- Due Date
- Start Date
- Attributes
Action
Write
- External ID
  Required
Action
Search
- Email
  Required
Action
Search
- Email Address
  Required
- Client
  Required
- First Name
  Required
- Last Name
  Required
- Title
- Office Phone
- Mobile Phone
- LinkedIn URL
- Executive Sponsor?
- Advocate?
- Champion?
Action
Search or write
- Event
Trigger
Instant
Try It
- Event
Trigger
Instant
Try It
- Event
Trigger
Instant
Try It
- Event
Trigger
Instant
Try It
- Partner Key
- Customer Key
- Name
  Required
- Actions Completed
Action
Write
- Partner Key
  Required
- Email
  Required
- First Name
  Required
- Last Name
  Required
- Company
  Required
- Status
  Required
- Meta
Action
Write
- Customer Key
  Required
- Amount
  Required
- Currency
- Transaction Key
- Product Key
Action
Write
- Customer Key
  Required
- Customer Key
- Partner Key
- Customer Name
- Customer Email
- External Provider Key
Action
Write
- Key
  Required
- Email
- First Name
- Last Name
- Company
- Status
- Meta
Action
Write
- Customer Key/Email
  Required
Action
Search
- Partner Key/Email
  Required
Action
Search
- Email
  Required
- Partner Key
  Required
- First Name
  Required
- Last Name
  Required
- Company
  Required
- Status
  Required
- Meta
Action
Search or write

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect ClientSuccess and PartnerStack to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your ClientSuccess to PartnerStack integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About ClientSuccess

ClientSuccess is customer success platform that helps retain and grow existing customer bases.

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Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About PartnerStack

PartnerStack (formerly GrowSumo) is a growth automation platform that helps your company automatically manage and reward partners for promoting your business. Fully equip your partners for marketing, referral, and sales success with custom referral links and company pages. Engage partners through automated email campaigns and challenges, and then track partner performance with detailed analytics. Use the centralized dashboard to support all of your partner channels, including reseller, marketing, and referral partner programs. You can even ensure global compliance by funnelling all rewards through PartnerStack.