Connect PartnerStack and TouchBasePro

Both apps 27PartnerStack 18TouchBasePro 9

• 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.

• Trigger
  New Subscriber

  Triggers when a new subscriber is added to a list.

• Trigger
  Unsubscribed Subscriber

  Triggers when a subscriber unsubscribes from a list.

• Trigger
  Updated Subscriber

  Triggers when an active subscriber on a list is added or has their details changed.

• Action
  Add List

  Creates a new subscriber list in your TouchBasePro account and returns its list id.

• Action
  Add Subscriber

  Adds a subscriber to a TouchBasePro email list, or updates their name and custom fields if they are already on it.

• Action
  Get Subscriber

  Returns a subscriber's details on a list, including their email address, name, active/inactive state and custom field data.

• Action
  Send Smart Email

  Sends a smart transactional email to one or more recipients, filling the email's variables from the data you supply. Returns each recipient with its message ID and status.

• Action
  Unsubscribe Subscriber

  Unsubscribes a subscriber from a TouchBasePro list so they no longer receive campaigns sent to it.

• Action
  Update Subscriber

  Updates an existing subscriber on a list, including their email address, name, custom field values and tracking consent.

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