Connect PartnerStack to Worksuite

Both apps 33PartnerStack 18Worksuite 15

• 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
  Change Payment Status

  Changes the status of an existing Worksuite payment, for example marking it approved or paid, and returns the updated payment.

• Action
  Create Job Opening

  Creates a job opening in Worksuite and returns the new job opening, including its id, status and custom field values.

• Action
  Create Partner

  Creates a partner in your Worksuite talent pool, optionally inviting them by email to onboard, and returns the new partner record.

• Action
  Create Payment

  Creates a new payment to a Worksuite partner, made up of one or more line items, and returns the created payment.

• Action
  Create Project

  Creates a new project in Worksuite and returns the created project.

• Action
  Create Task

  Creates a task in a Worksuite project and optionally assigns it to a partner. Returns the created task.

• Action
  Find Job Opening

  Returns the job openings that match the external ID, status, creator or archived state you specify.

• Action
  Find Partner

  Returns the partners in your Worksuite account that match the criteria you supply, such as email, name, external ID or status details.

• Action
  Find Payment

  Returns the payments that match the external ID, partner, status or status date range you specify.

• Action
  Find Project

  Returns the projects that match your own external ID or a custom field value.

• Action
  Find Task

  Returns the tasks that match an external ID, a partner or a custom field value.

• Action
  Update Job Opening

  Updates an existing job opening by its ID and returns the updated job opening. Only the fields you fill in are changed.

• Action
  Update Partner

  Updates an existing partner in your Worksuite talent pool and returns the updated partner record. Only the fields you fill in are changed.

• Action
  Update Payment

  Updates an existing Worksuite payment, such as its description, dates, amounts or line items, and returns the updated payment.

• Action
  Update Task

  Updates an existing task in a Worksuite project and returns the updated task. 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.