Partnero + Salesforce

Add new Partnero partners as Salesforce contacts

Want to keep your Salesforce contact list up-to-date? Then activate this template, which automatically adds new contacts to your Salesforce account when new partners join your program on Partnero.

When this happens...
Partner Created
Triggers when Partner is created.
TriggerInstant
automatically do this!
Create Contact
Creates a new contact.
ActionWrite

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Supported triggers and actions

Customer Created
Triggers when Customer is created.
Trigger
Instant
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Customer Deleted
Triggers when Customer is deleted.
Trigger
Instant
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Partner Approved
Triggers when Partner is approved.
Trigger
Instant
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Partner Created
Triggers when Partner is created.
Trigger
Instant
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Partner Rejected
Triggers when Partner is rejected.
Trigger
Instant
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Referred Subscriber Created
Triggers when Referred Subscriber is created.
Trigger
Instant
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Subscriber Deleted
Triggers when Subscriber is deleted.
Trigger
Instant
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Subscriber Updated
Triggers when Subscriber is updated.
Trigger
Instant
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Transaction Deleted
Triggers when Transaction is deleted.
Trigger
Instant
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- Id
- Key
- EmailRequired
- PasswordRequired
- NameRequired
- Surname
Action
Write
- Id
- Key
- EmailRequired
- Name
- Surname
- Date of Birth
Action
Write
- Customer Id
- Customer KeyRequired
- Transaction Key
- Transaction AmountRequired
- Transaction Amount Units
- Transaction ActionRequired
Action
Write
- KeyRequired
Action
Write
- Id
- Email
Action
Write
- Key
- Id
- Updated Name
- Updated Surname
- Updated Email
- Updated Date of Birth
Action
Write
- Id
- Email
- Updated Id
- Updated Email
- Updated Name
- Updated TOS
- Updated Approved
- Updated Marketing Consent
- Updated Status
Action
Write
- IdRequired
Action
Search
New Contact
Triggers when a new Contact is created.
Trigger
Polling
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- Salesforce ObjectRequired
- Record (Optional)
Trigger
Polling
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New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
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- Disclaimer
- Salesforce ObjectRequired
Trigger
Polling
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- CampaignRequired
- ContactRequired
Action
Write
- CampaignRequired
- LeadRequired
Action
Write
- FileRequired
- Salesforce ObjectRequired
- Description
- Attachment visibility
Action
Write
Create Contact
Creates a new contact.
Action
Write
- FileRequired
- Title
- Description
- Salesforce Object
Action
Write
- Note TitleRequired
- Note
- Salesforce ObjectRequired
- Note Visibility
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Use Assignment Rules
- Allow Duplicates
Action
Write
- ToRequired
- CC
- BCC
- SubjectRequired
- Email FormatRequired
- Sender TypeRequired
Action
Write
- Lead to UpdateRequired
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
Action
Write
- Parent ObjectRequired
Action
Search
- Salesforce ObjectRequired
- SOQL WHERE clauseRequired
Action
Search
- Salesforce ObjectRequired
- SOQL WHERE ClauseRequired
- Sort by
- Sort Order
- Maximum Number of Records
Action
Search
- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
- Allow Duplicates
Action
Search or write

Customer Credited
Triggers when Customer is Credited.
Trigger
Instant
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Customer Updated
Triggers when Customer is updated.
Trigger
Instant
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Partner Archived
Triggers when Partner is archived.
Trigger
Instant
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Partner Deleted
Triggers when Partner is deleted.
Trigger
Instant
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Partner Updated
Triggers when Partner is updated.
Trigger
Instant
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Subscriber Created
Triggers when Subscriber is created.
Trigger
Instant
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Subscriber Rewarded
Triggers when Subscriber is rewarded.
Trigger
Instant
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Transaction Created
Triggers when Transaction is created.
Trigger
Instant
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- Partner Key
- Partner Id
- Partner Email
- Key
- Email
- NameRequired
- Surname
Action
Write
- Referring Customer Id
- Referring Customer Key
- Id
- Key
- Email
- NameRequired
- Surname
- Date of Birth
Action
Write
- Id
- EmailRequired
- Name
- TOS
- Marketing Consent
- Approved
- Referral Email
Action
Write
- AmountRequired
- Is CurrencyRequired
- Amount UnitsRequired
Action
Write
- Id
- Email
Action
Write
- KeyRequired
Action
Write
- Id
- Email
- Updated Id
- Updated Key
- Updated Email
- Updated Password
- Updated Name
- Updated Surname
Action
Write
- KeyRequired
Action
Search
New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Polling
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- History ObjectRequired
Trigger
Polling
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New Lead
Triggers when a new Lead is created.
Trigger
Polling
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- Salesforce ObjectsRequired
Trigger
Polling
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- Salesforce ObjectRequired
Trigger
Polling
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- Salesforce ObjectRequired
- RecordRequired
- FileRequired
- VisibilityRequired
Action
Write
- LeadRequired
- AccountRequired
- Opportunity
- Create new opportunity?
- Converted StatusRequired
Action
Write
- Parent ObjectRequired
- Use Assignment Rules
Action
Write
- Note TitleRequired
- Note ContentRequired
- Salesforce Object
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Warning
- Salesforce ObjectRequired
- Record IDRequired
Action
Write
- Contact to UpdateRequired
Action
Write
- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce ObjectRequired
Action
Search
- Salesforce ObjectRequired
- Record IDRequired
Action
Search
- Salesforce ObjectRequired
- SOQL WHERE ClauseRequired
- Sort by
- Sort Order
- Maximum Number of Records
- Use Assignment Rules
- Allow Duplicates
Action
Search or write

About Partnero

Partnero is a partnership management software with a focus on customizable program settings & partner experience.

Related categories

Marketing Automation

Similar apps

Zapier Interfaces

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

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.

Learn more

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

Partnero + Salesforce

Add new Partnero partners as Salesforce contacts

Customer Created

Customer Deleted

Partner Approved

Partner Created

Partner Rejected

Referred Subscriber Created

Subscriber Deleted

Subscriber Updated

Transaction Deleted

Create a New Partner

Create a New Referring Customer

Create a New Transaction

Delete Existing Customer

Delete Existing Subscriber

Update Existing Customer

Update Existing Subscriber

Find Partner

New Contact

New or Updated File on Record

New Outbound Message

Updated Field on Record

Add Contact to Campaign

Add Lead to Campaign

Create Attachment

Create Contact

Create File

Create Note

Create Record (UTC)

Send Email

Update Lead

Update Record (UTC)

Find Child Records

Find Records by Query

Find Record by Query

Find or Create Record

Customer Credited

Customer Updated

Partner Archived

Partner Deleted

Partner Updated

Subscriber Created

Subscriber Rewarded

Transaction Created

Create a New Customer

Create a New Referred Customer

Create a New Subscriber

Credit Customer Balance

Delete Existing Partner

Delete Existing Transaction

Update Existing Partner

Find Customer

New Case Attachment

New Field History Tracking Event

New Lead

New Record

Updated Record

Add File to Record

Convert Lead to Contact

Create Child Records (with line item support)

Create Enhanced Note

Create Lead

Create Record

Delete Record

Update Contact

Update Record

API Request (Beta)

Find Record

Find Records

Get Record Attachments

Find or Create Record by Query

About Partnero

Related categories

Similar apps

Zapier Interfaces

About Salesforce

Related categories

Similar apps

Zapier Interfaces