OffAlerts + PartnerStack Integrations
How to connect OffAlerts + PartnerStack
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New Monitor EventTriggers when a new monitor event triggers.Trigger
New Application EventTriggers when a new Application event occurs. (eg. Application Created, Updated, Approved, Declined).Trigger- New Customer EventTriggers when a customer event occurs (eg. Customer Created, Updated, Deleted).Trigger
- New Deal EventTriggers when a deal event occurs (eg. Deal Created, Updated, Stage Updated, Close Date Updated, Amount Updated) Note: Meta fields are set inTrigger
- New Lead EventTriggers when a lead event occurs (eg. Lead Created, Updated, Closed, Approved, Declined).Trigger
- New Message EventTriggers whenever a partner sends a message through the Messages Tab (Trigger
- New Offer EventTriggers when an offer event occurs (eg. Offer Created, Updated, Deleted).Trigger
- New Partnership EventTriggers when a partnership event occurs (eg. Partnership Created, Updated, Deleted).Trigger
- PartnerStack
Triggers when a reward event occurs (eg. Reward Created, Declined, Restored, Updated).
Instant
Trigger
- PartnerStack
Triggers when a transaction event occurs (eg. Transaction Created, Deleted).
Instant
Trigger
- PartnerStack
Logs an action that a partner or customer has performed. If a reward is set for the action, it will be created. (e.g. partner posted in forum).
Scheduled
Action
- PartnerStack
Creates a new Deal attributed to the partner that owns it.
Scheduled
Action
- PartnerStack
Creates a new Lead attributed to the partner that drove it.
Scheduled
Action
- PartnerStack
Creates a new partner.
Scheduled
Action
- PartnerStack
Creates a new Transaction attributed to a partner.
Scheduled
Action
- PartnerStack
Creates a new customer.
Scheduled
Action
- PartnerStack
Updates an existing customer. You can use this to connect a customer to a provider key.
Scheduled
Action
- PartnerStack
Updates a Deal.
Scheduled
Action
- PartnerStack
Updates a Lead.
Scheduled
Action
- PartnerStack
Update a partnership.
Scheduled
Action
- PartnerStack
Finds a customer by email address or customer key.
Scheduled
Action
- PartnerStack
Find lead by email.
Scheduled
Action
- PartnerStack
Finds a partner by email address or partner key.
Scheduled
Action
- PartnerStack
Find or Create Customer
Scheduled
Action
- PartnerStack
Find or Create Lead
Scheduled
Action
- PartnerStack
Find or Create Partner
Scheduled
Action
How OffAlerts + PartnerStack Integrations Work
- Step 1: Authenticate OffAlerts and PartnerStack.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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