Connect CompanyHub and PartnerStack

Both apps 31CompanyHub 13PartnerStack 18

• Trigger
  New Company

  Triggers when a new company is added in CompanyHub.

• Trigger
  New Contact

  Triggers when a new contact is created in CompanyHub.

• Trigger
  New Deal

  Triggers when a new deal is created in CompanyHub.

• Trigger
  New Record (Custom Table)

  Triggers when a new record is added to the CompanyHub table you choose, such as one of your custom tables.

• Trigger
  New Task

  Triggers when a new task is created in CompanyHub.

• Trigger
  Record Updated

  Triggers when a record in the chosen CompanyHub table is created or changed.

• Action
  Create a Record (Custom Table)

  Creates a record in any CompanyHub table, including custom tables, from the field values you supply, and returns the new record's ID.

• Action
  Create Company

  Creates a new company record in CompanyHub and returns its ID.

• Action
  Create Contact

  Creates a contact in CompanyHub and returns the new contact's ID.

• Action
  Create Deal

  Creates a deal in CompanyHub and returns the new deal's ID.

• Action
  Create Task

  Creates a task in CompanyHub with the given title, type, category, assignee and end time, plus any other Task fields you set.

• Action
  Find Record

  Returns the records in a CompanyHub table (Contact, Company, Deal or a custom table) whose chosen field matches the value you supply.

• Action
  Update Record

  Updates an existing record in a CompanyHub table (Contact, Company, Deal or a custom table), changing only the fields you supply.

• 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.