Connect PartnerStack and Sally

Both apps 37PartnerStack 19Sally 18

• 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
  Update Partnership

  Updates a partnership, such as moving the partner to another group or tier or changing their manager.

• Trigger
  New Recording

  Triggers when a new recording appears in a Sally directory.

• Trigger
  New Summary for Appointment Created

  Triggers when Sally finishes a new meeting summary.

• Trigger
  New Task

  Triggers when a new task is created in a Sally directory.

• Action
  Create Recording from URL

  Creates a Sally recording from an audio or video file URL and starts transcription.

• Action
  Create Tag

  Creates a tag in the Sally tag catalog (admins and owners only).

• Action
  Create Task

  Creates a task in Sally.

• Action
  Create Vocabulary Entry

  Adds a vocabulary phrase that improves Sally transcription.

• Action
  Delete Task

  Deletes a Sally task.

• Action
  Find Summaries

  Searches Sally recording summaries by words in their content.

• Action
  Find Tasks

  Searches Sally tasks by text.

• Action
  Get Recording

  Returns one Sally recording by id.

• Action
  Get Recording Transcript

  Returns the transcript of a Sally recording with its time-coded segments and speakers.

• Action
  Get Summary

  Returns one Sally recording summary with its sections.

• Action
  Get Task

  Returns one Sally task by id.

• Action
  List Directories

  Returns the Sally company accounts (directories) your token can access.

• Action
  List Recording Summaries

  Returns the AI summaries of a Sally recording, one per language.

• Action
  Toggle Task Done

  Marks a Sally task done, or reopens it.

• Action
  Update Task

  Updates the fields you supply on a Sally task.

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