Connect PartnerStack to SigningHub

Both apps 29PartnerStack 18SigningHub 11

• 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 Digital Signature

  Adds a digital signature field to a document in a SigningHub package and assigns it to a recipient in the workflow.

• Action
  Add Document

  Uploads a document file into an existing SigningHub document package.

• Action
  Add Electronic Signature

  Adds an electronic signature field to a document in a package, assigned to a recipient in the workflow.

• Action
  Add Recipient to Workflow

  Adds a signer or other recipient to a document package's workflow.

• Action
  Add User

  Registers a new user in your SigningHub enterprise account, optionally with a password, role and profile details.

• Action
  Create Integration URL

  Generates an encrypted SigningHub link that opens a shared document package so a user can view and sign it from your application.

• Action
  Create Package

  Creates a new document package in SigningHub to hold documents and recipients for a signing workflow.

• Action
  Download Package

  Downloads a document package as a Base64-encoded file: a PDF for a single-document package, or a zip of all its documents.

• Action
  Get Document Fields

  Returns the fields on a document in a SigningHub package: signature, initials, in-person, text, checkbox, radio, dropdown, listbox, QR code, attachment and comment fields.

• Action
  Get Package

  Returns the details of a SigningHub document package: its name, owner, status and the documents it contains.

• Action
  Share Document for Signing

  Shares a prepared document package with its signers and starts the signing workflow.

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