Put PartnerPortal.io to work with AI and enterprise-grade automation
Automate smarter with PartnerPortal.io and scale with confidence. Zapier is built for enterprise-grade security, compliance, and performance.
- No-code AI automation
- Full audit trails and controls
- SOC 2 and GDPR compliant
- Easy visual workflow builder
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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.
- Lead Created
Triggers when a lead is created.
Try ItTriggerInstant - Partner Created
Triggers when a partner is created (invited or registered).
Try ItTriggerInstant - Lead IDRequired
- CommentRequired
ActionWrite- Lead IDRequired
ActionWrite
- Lead Updated
Triggers when a lead is updated.
Try ItTriggerInstant - Partner Updated
Triggers on any change to a partner, including when a partner is approved (status becomes active). It fires on every edit — not only the moment of approval — so add a Filter step on the status field to narrow to active partners. Best paired with an idempotent action (e.g. upserting a CRM record).
Try ItTriggerInstant - Hidden on purpose
ActionWrite- Email
ActionSearch
For builders
Let your AI safely access PartnerPortal.io
Go beyond Zap workflows. Install Zapier in your AI to call PartnerPortal.io actions directly from your agents—with governance built in. Authenticate once. Revoke access anytime.
Call actions in natural language with Zapier MCP
Act in PartnerPortal.io from your AI—no exposed credentials, and you control which actions your AI can touch. One install covers 9,000+ other apps.
Example actions on this page
Works with
Claude · ChatGPT · Cursor · Any MCP-compatible AI
Work in code with the Zapier SDK
Expose PartnerPortal.io actions from backend services, scripts, or agent code. Zapier handles the OAuth and scoped permissions. Access 9,000+ apps, plus thousands more with .fetch().
Install
npm install @zapier/zapier-sdk npm install -D @zapier/zapier-sdk-cli zapier-sdk login # create a PartnerPortal.io connection @ https://zapier.com/app/assets/connections
Run an action
// Typescript
import { createZapierSdk } from "@zapier/zapier-sdk";
const zapier = createZapierSdk();
const { data: connection } = await zapier.findFirstConnection({ app: "partnerportalio", owner: "me" });
await zapier.runAction({
app: 'partnerportalio',
action: 'LeadAddComment',
connection: connection.id,
input: {
{inputKeyValuePairs}
},
});Direct API calls to raw endpoints through fetch are not yet subject to org-level app and action restrictions.










