PartnerStack Help & Support

Supported Triggers#

• New Reward Event - Triggers when a reward event occurs (eg. Reward Created, Declined, Restored, Updated).
• New Lead Event - Triggers when a lead event occurs (eg. Lead Created, Updated, Closed, Approved, Declined).
• New Application Event - Triggers when a new Application event occurs. (eg. Application Created, Updated, Approved, Declined).
• New Transaction Event - Triggers when a transaction event occurs (eg. Transaction Created, Deleted).
• New Message Event - Triggers whenever a partner sends a message through the Messages Tab (https://app.growsumo.com/messages).
• New Offer Event - Triggers when an offer event occurs (eg. Offer Created, Updated, Deleted).
• New Customer Event - Triggers when a customer event occurs (eg. Customer Created, Updated, Deleted).
• New Deal Event - Triggers when a deal event occurs (eg. Deal Created, Updated, Stage Updated, Close Date Updated, Amount Updated)Note: Meta fields are set in Groups > Deal Registration.
• New Partnership Event - Triggers when a partnership event occurs (eg. Partnership Created, Updated, Deleted).

Supported Searches#

• Find Partner - Finds a partner by email address or partner key.
• Find Lead - Find lead by email.
• Find Customer - Finds a customer by email address or customer key.

Supported Actions#

• Create Customer - Creates a new customer.
• Update Lead - Updates a Lead.
• Create Transaction - Creates a new Transaction attributed to a partner.
• Update Partnership - Update a partnership.
• Create Deal - Creates a new Deal attributed to the partner that owns it.
• Create Action - 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).
• Update Customer - Updates an existing customer. You can use this to connect a customer to a provider key.
• Update Deal - Updates a Deal.
• Create Partner - Creates a new partner.
• Create Lead - Creates a new Lead attributed to the partner that drove it.

When you start creating a PartnerStack Zap, you will be asked to connect your PartnerStack account.

When you click connect, you will then be asked to enter your PartnerStack username and password.

If those steps were correct, you'll get sent back to your Zap where you will now have your PartnerStack account successfully connected!

We don't have any common problems documented yet, but feel free to contact us so we can help you personally!