Connect Contractbook and PartnerStack

Both apps 26Contractbook 8PartnerStack 18

• Trigger
  Draft Edited

  Triggers when a draft document in Contractbook is edited.

• Trigger
  New Draft

  Triggers when a new draft document is created in Contractbook.

• Trigger
  New Template

  Triggers when a new template is added to your Contractbook account.

• Action
  Create Contract

  Creates a new contract document in Contractbook from one of your templates, optionally overriding its title, parties, data fields and other settings.

• Action
  Create Contract With Custom Parties

  Creates a new contract from a Contractbook template, with the parties and signees you specify.

• Action
  Create Draft

  Creates a new draft document from a Contractbook template, without sending it for signature.

• Action
  Create Draft With Custom Parties

  Creates a draft document from a template with the parties and signees you specify, without sending it for signature.

• Action
  Get Document

  Returns a Contractbook document (draft or contract) by its ID, including its parties, signees, data fields, state and events.

• 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.