Connect PartnerStack to DocsBot AI

Both apps 31PartnerStack 18DocsBot AI 13

• 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
  Add bot

  Creates a new DocsBot bot in a team, optionally copying sources from an existing bot.

• Action
  Add lead

  Captures or updates a lead for a DocsBot conversation, merging the supplied contact details (email, name, company and so on) into the lead record.

• Action
  Add source

  Creates a new training source (URL, sitemap, document, Q&A and more) on a DocsBot bot.

• Action
  Ask Question (Legacy)

  Asks a DocsBot bot a question using the legacy Chat API and returns the answer, its sources and the updated chat history.

• Action
  Chat Agent Message (Recommended)

  Sends a message to a DocsBot bot in a stateful conversation and returns the agent's answer, sources and conversation history.

• Action
  Create Web Source

  Adds a web-based training source (a page URL, sitemap, RSS feed or YouTube video) to a DocsBot bot and returns the created source.

• Action
  Delete bot

  Permanently deletes a bot from a DocsBot team.

• Action
  Delete lead

  Deletes one captured lead record from a DocsBot bot.

• Action
  Delete source

  Deletes a training source from a DocsBot bot. The source may still appear in chat answers for a few minutes afterwards.

• Action
  Get bot

  Returns one DocsBot bot with its settings, model, status and source counts.

• Action
  List bots

  Returns the bots in a DocsBot team, optionally filtered by text or privacy and sorted.

• Action
  Semantic Search

  Searches a bot's trained content and returns the most relevant source chunks for a natural-language query.

• Action
  Update bot

  Updates the settings of an existing DocsBot bot, such as its name, description, prompt, model, privacy and widget appearance. Only the fields you fill in are changed.

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