Partnero and Salesflare
How to connect Partnero
- Via Zapier — 36 operations available. Set it up ↗
- Via Make — 20 modules available. Set it up ↗
What you can automate
- When customer Created in Partnero, find or create account, then find or create contact, then add contact to account in Salesflare.
- When customer Updated in Partnero, find or create account, then find or create contact, then add contact to account in Salesflare.
- When lead Submitted in Partnero, find or create contact in Salesflare.
- When referred Subscriber Created in Partnero, find or create contact in Salesflare.
- When subscriber Created in Partnero, find or create contact in Salesflare.
- When subscriber Updated in Partnero, find or create contact in Salesflare.
About Partnero
Partnero is a partnership management software with a focus on customizable program settings & partner experience.
Partnero operations on Zapier
Triggers (20)
Start a workflow when this happens
- Customer Created — Triggers when Customer is created.
- Customer Credited — Triggers when Customer is Credited.
- Customer Deleted — Triggers when Customer is deleted.
- Customer Updated — Triggers when Customer is updated.
- Lead Converted — Triggers when Lead is converted.
Show 15 more triggers
- Lead Rejected — Triggers when Lead is rejected.
- Lead Submitted — Triggers when Lead is submitted.
- Partner Approved — Triggers when Partner is approved.
- Partner Archived — Triggers when Partner is archived.
- Partner Created — Triggers when Partner is created.
- Partner Deleted — Triggers when Partner is deleted.
- Partner Rejected — Triggers when Partner is rejected.
- Partner Updated — Triggers when Partner is updated.
- Referred Subscriber Created — Triggers when Referred Subscriber is created.
- Subscriber Created — Triggers when Subscriber is created.
- Subscriber Deleted — Triggers when Subscriber is deleted.
- Subscriber Rewarded — Triggers when Subscriber is rewarded.
- Subscriber Updated — Triggers when Subscriber is updated.
- Transaction Created — Triggers when Transaction is created.
- Transaction Deleted — Triggers when Transaction is deleted.
Actions (14)
Things Salesflare can make it do
- Create a New Customer — Creates new Customer in the system.
- Create a New Partner — Creates new Partner in the system.
- Create a New Referred Customer — Creates new referred Customer in the system.
- Create a New Referring Customer — Creates new Referring Customer in the system.
- Create a New Subscriber — Creates new Subscriber in the system.
Show 9 more actions
- Create a New Transaction — Creates new Transaction in the system.
- Credit Customer Balance — Credit specific Customer balance.
- Delete Existing Customer — Deletes existing Customer in the system.
- Delete Existing Partner — Deletes existing Partner in the system.
- Delete Existing Subscriber — Deletes existing Subscriber in the system.
- Delete Existing Transaction — Deletes existing Transaction in the system.
- Update Existing Customer — Updates existing Customer in the system.
- Update Existing Partner — Updates existing Partner in the system.
- Update Existing Subscriber — Updates existing Subscriber in the system.
Searches (2)
Look up existing records
- Find Customer — Finds & get Customer details for given Id in the system.
- Find Partner — Finds & get Partner details for given Id in the system.
Partnero operations on Make
Triggers (5)
Start a workflow when this happens
- Watch Customers — Triggers when customer event (created, updated, deleted) occurs in system
- Watch Partners — Triggers when partner event (created, updated, deleted) occurs in system
- Watch Refer-A-Friend Customers — Triggers when customer event (created, updated, deleted) occurs in system. Use this specifically for refer-a-friend customers.
- Watch Subscribers — Triggers when subscriber event (created, updated, deleted, rewarded) occurs in system
- Watch Transactions — Triggers when transaction event (created, deleted) occurs in system
Actions (15)
Things Salesflare can make it do
- Find Customer — Finds & get customer details for given Id in the system.
- Create a Customer — Creates new customer in the system.
- Create a Partner — Creates a new partner in the system
- Create a Referred Customer — Creates new referred customer in the system.
- Create a Referring Customer — Creates a new referring customer in the system.
Show 10 more actions
- Create a Transaction — Creates new transaction in the system.
- Credit Refer-A-Friend Customer — Credit customer from available balance.
- Delete a Customer — Deletes existing customer in the system.
- Delete a Partner — Deletes existing partner in the system.
- Delete a Transaction — Deletes existing transaction in the system.
- Find Partner — Finds & get partner details for given Id in the system.
- Make an API Call — Performs an arbitrary authorized API call
- Update Refer-A-Friend Customer — Updates existing either customer from refer-a-friend program. Can be used for both referring & referred customer.
- Update a Customer — Updates existing customer in the system.
- Update a Partner — Updates existing partner in the system.
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