Connect PartnerStack to Customer.io

Both apps 28PartnerStack 18Customer.io 10

• 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.

• Action
  Create Anonymous Event

  Records an event that isn't tied to a known person yet, such as a page view or an action by a visitor. Include an anonymous id to link the event to a person later.

• Action
  Create Event

  Records an event for a person in Customer.io, which can trigger campaigns or update segments.

• Action
  Delete person

  Deletes a person from your Customer.io workspace, identified by their id, email address or Customer.io id.

• Action
  Get person

  Look up a customer's attributes by customer_id.

• Action
  List segments

  List all manual and data-driven segments in the workspace.

• Action
  Merge people

  Merges a duplicate person into a primary person. The secondary person's attributes and activity move to the primary person, and the secondary person is deleted.

• Action
  Remove people from segment

  Removes people from a manual segment in Customer.io. Data-driven segments can't be changed this way.

• Action
  Send API-triggered broadcast

  Trigger an API-triggered broadcast campaign to send immediately.

• Action
  Send transactional email

  Send a one-off transactional email via a transactional message template.

• Action
  Suppress person

  Deletes a person from your Customer.io workspace and suppresses their identifiers so nobody can be added again with the same id, email or phone. Activity attributed to them is redacted.

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