Connect PartnerStack to IXACT Contact CRM

Both apps 30PartnerStack 18IXACT Contact CRM 12

• 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 group

  Adds a new contact group to the IXACT Contact account and returns the new group's id.

• Action
  Add note

  Adds a note to a contact in IXACT Contact and returns the new note.

• Action
  Create Contact

  Creates a new contact in IXACT Contact and returns the new contact's id.

• Action
  Create Lead

  Creates a new lead in IXACT Contact and returns the created lead record.

• Action
  Delete contact

  Deletes a contact by ID from your IXACT Contact account.

• Action
  Get contact

  Returns a single IXACT contact by ID, including emails, phones, addresses, groups and family details.

• Action
  List contacts

  Returns the contacts in your IXACT Contact account, optionally narrowed to those matching an email address or updated since a given date.

• Action
  List groups

  Returns the contact groups in the IXACT Contact account, optionally narrowed by name or last-updated date.

• Action
  List notes

  Returns the notes recorded on a contact, optionally narrowed to a note date or note type.

• Action
  List note types

  Returns the note types defined in the IXACT Contact account, optionally only those with a given name.

• Action
  Update contact

  Updates an existing contact by ID, changing only the fields you fill in and keeping the rest of the contact as it is.

• Action
  Update note

  Updates an existing note on a contact in IXACT Contact, changing its text, type or date.

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