Connect Checkvist and PartnerStack

Both apps 35Checkvist 17PartnerStack 18

• Trigger
  New List

  Triggered when a new checklist is created in Checkvist.

• Trigger
  New List Item

  Triggered when a new item is added to the chosen Checkvist checklist.

• Action
  Close Task

  Marks a task in a Checkvist checklist as closed (done) and returns the updated task.

• Action
  Create List Item

  Adds a new item (task) to a Checkvist checklist and returns the created item.

• Action
  Create New List

  Creates a new Checkvist checklist and returns it.

• Action
  Create Several List Items

  Adds several items to a Checkvist checklist at once from a block of text (one item per line) and returns the created items.

• Action
  Create Task Note

  Adds a note (comment) to a task in a Checkvist checklist and returns the new note.

• Action
  Delete Checklist

  Deletes a Checkvist checklist and returns the deleted list.

• Action
  Delete List Item

  Deletes an item (task) from a Checkvist checklist and returns the deleted item.

• Action
  Get Checklist

  Returns a single Checkvist checklist by its ID, with its name, sharing settings and item counts.

• Action
  Get List Item

  Returns a single item (task) from a Checkvist checklist, optionally with its notes.

• Action
  List Checklists

  Returns the Checkvist checklists the connected account can see.

• Action
  List List Items

  Returns the items (tasks) in a Checkvist checklist.

• Action
  List Task Notes

  Returns the notes (comments) on a task in a Checkvist checklist.

• Action
  Reopen Task

  Reopens a closed task in a Checkvist checklist and returns the updated task.

• Action
  Update Checklist

  Updates a Checkvist checklist's name or sharing setting and returns the updated list.

• Action
  Update List Item

  Updates an item (task) in a Checkvist checklist and returns the updated item.

• Trigger
  New Application Event

  Triggers when a partner application is submitted or changes (for example, approved or declined).

• Trigger
  New Customer Event

  Triggers when a customer is created or updated in your PartnerStack program.

• Trigger
  New Deal Event

  Triggers when a deal is created or updated (for example, its stage, amount or close date changes).

• Trigger
  New Lead Event

  Triggers when a lead is created or updated (for example, approved, declined or closed).

• Trigger
  New Partnership Event

  Triggers when a partnership is created or updated in your PartnerStack program.

• Trigger
  New Reward Event

  Triggers when a reward is created or changes (for example, declined, restored or updated).

• Trigger
  New Transaction Event

  Triggers when a transaction is recorded or changes.

• Action
  Create Action

  Records an action a partner or customer performed (for example, posted in a forum), creating any reward tied to that action.

• Action
  Create Deal

  Creates a new deal attributed to the partner who registered it.

• Action
  Create Lead

  Creates a new lead attributed to the partner who referred it.

• Action
  Create Partner

  Creates a new partner (partnership) in your PartnerStack program and optionally emails them an invitation.

• Action
  Create Transaction

  Records a customer payment transaction so the referring partner is rewarded.

• Action
  Find Customer

  Looks up a customer by their customer key (or email) and returns their details.

• Action
  Find Lead

  Looks up a lead by its lead key and returns its details.

• Action
  Find Partner

  Finds a partner by their email address and returns the matching partnership.

• Action
  Update Customer

  Updates an existing customer's details, such as their name, email, or payment provider key.

• Action
  Update Deal

  Updates an existing deal, such as its stage, amount, or close date.

• Action
  Update Lead

  Updates an existing lead, such as its status, approval, or amount.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.