STEP 1
Connect Clari and PartnerStack
Save credentials in WEXTL once. We store them encrypted and reuse the authorization across every workflow [3]. No coding or API skills required.
Clari and PartnerStack Integration
Build sales workflows between Clari and PartnerStack on a visual canvas — set up data fields sync between apps once and let data flow when events come automatically. Integration will work without code and your team will see the workflow inside WEXTL® builder.
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Learn about Clari and PartnerStack
Detailed info you need to know about Clari and PartnerStack integrations in WEXTL. Explore which modules apps support and how you connect them.
PartnerStack
Partner relationship management for channel sales programs. [6]
How to connect Clari to PartnerStack
Set up your Clari and PartnerStack integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Clari and PartnerStack nodes onto the canvas [4], or describe what you want and WEXTL wires the flow together with AI Builder.
STEP 3
Map your data
Choose which fields need to sync between Clari and PartnerStack. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Clari and PartnerStack work in WEXTL?
WEXTL exposes actions and triggers for Clari and PartnerStack that help you connect apps and automate repetitive tasks [1]. A trigger is an event that happens, an action — a step that performs when the event has occurred.
Clari triggersPartnerStack actions
Clari modules
- Create a CallCreates a call in the specified service.
- Create a ContactCreates a new contact in the system.
- Create a DealCreates a new deal in the system with specified parameters.
- Create an AccountCreates a new account in the service.
- Delete a ContactDeletes a contact from the specified address book or contact list.
- Delete a DealDeletes a specific deal from the system.
- Delete an AccountDeletes a specified account from the service.
- Get a CallRetrieves a call from the service.
- Get a ContactRetrieves a contact from the service.
- Get a DealRetrieves a deal based on specified criteria.
- Get an AccountRetrieves an account.
- Get CallsRetrieves all calls from the service.
- Get Scorecard TemplatesRetrieves all scorecard templates.
- Get ScorecardsRetrieves all scorecards.
- Get TopicsRetrieves all topics from the service.
- Get UsersRetrieves all users.
- Make an API CallPerforms an arbitrary authorized API call.
- Update a ContactUpdates a contact with the provided information.
- Update a DealUpdates a deal with the provided details.
- Update an AccountUpdates an account with the provided details.
- Watch CallsTriggers when a new call is made or received.
PartnerStack modules
- Archive a DealArchives a deal in the system for record-keeping and future reference.
- Archive a LeadArchives a lead by moving it from the active leads list to the archived section.
- Archive an ActionArchives a specified action within the system.
- Assign Partnership to a DealAssigns a partnership to a deal.
- Convert a CustomerConverts a customer into a different status or type within the system.
- Convert a Deal to a CustomerConverts a deal to a customer.
- Convert a Lead to a CustomerConverts a lead to a customer in the system.
- Create a CustomerCreates a new customer in the system.
- Create a DealCreates a new deal.
- Create a LeadCreates a new lead in the system.
- Create a ProductCreates a new product in the inventory system.
- Create a TransactionCreates a new transaction.
- Create an ActionCreates a new action in the specified service.
- Delete a CustomerDeletes a specific customer.
- Delete a ProductDeletes a product from the inventory or database.
- Delete a TransactionDeletes a transaction from the system.
- Export a Custom ReportExports the current results of a custom report.
- Get a CustomerRetrieves a specific customer.
- Get a DealRetrieves a specific deal.
- Get a LeadRetrieves a specific lead.
- Get a ProductRetrieves a specific product.
- Get Form Templates for a DealRetrieves the form templates for a deal.
- Get Form Templates for a LeadRetrieves the form templates for a lead.
- List ActionsRetrieves a list of actions available in the service.
- List Custom ReportsLists all custom reports available in the service.
- List CustomersRetrieves a list of customers.
- List DealsRetrieves a list of deals.
- List Files Attached to a DealLists files attached to a deal.
- List GroupsRetrieves partner groups.
- List LeadsRetrieves leads from the service.
- List PayoutsRetrieves payouts or withdrawals.
- List ProductsRetrieves products from the service and allows retrieving one or more results.
- List TransactionsRetrieves transactions from the service.
- Make an API CallPerforms an arbitrary authorized API request.
- Retrieve a Custom ReportRetrieves a custom report from the service.
- Update a CustomerUpdates an existing customer.
- Update a DealUpdates an existing deal with new information.
- Update a LeadUpdates an existing lead.
- Update a ProductUpdates details of a product.
- Watch ActionsTriggers when a new action is created or an existing action is updated.
- Watch CustomersTriggers when a new customer is created or updated.
- Watch DealsTriggers when a new deal is created or an existing deal is updated.
- Watch EventTriggers when a partner stack event occurs.
- Watch GroupsTriggers when a new group is created or an existing group is updated.
- Watch LeadsTriggers when a new lead is added.
- Watch PayoutsTriggers when a new payout is processed.
- Watch ProductsTriggers when a new product is added.
- Watch TransactionsTriggers when a new transaction occurs.
Frequently asked questions
Common questions about connecting Clari and PartnerStack.
Connect your Clari and PartnerStack accounts once, pick a trigger in one app and an action in the other, then map the fields so data flows automatically between them. [3]
Example: when Clari's "Watch Calls" fires, WEXTL can "Archive a Deal" in PartnerStack. Clari has 1 trigger (including Watch Calls); PartnerStack has 39 actions (including Archive a Deal, Archive a Lead, and Archive an Action). Add filters and transforms between steps when you need them. [1]
Yes — the integration works in both directions. Use each app's triggers to start a workflow and the other app's actions to update it. [2]
No. Clari-to-PartnerStack automations are built visually on the canvas. You can optionally add custom JavaScript with Functions when you need advanced logic. [4]
Yes. Trigger-based automations start the moment Clari (or PartnerStack) fires a new event — webhook-backed apps run within seconds, and polling-only apps re-check on a schedule you control. [7]
A first automation typically takes 5–10 minutes: connect each app's credential once, drop a trigger + action onto the canvas, map the fields, and turn the workflow on.
You can build your Clari + PartnerStack automation on a 3-day trial with every feature unlocked. Cancel anytime. For your protection, a small deposit is charged to your card when your trial starts. It counts toward your first payment and is non-refundable. [8]
References
List of sources used to gather information about the Clari and PartnerStack integration.
- Clari and PartnerStack integration source code, module specs and credentials implementation.
- Our Clari and PartnerStack integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Clari and PartnerStack — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
- WEXTL® visual workflow builder, anonymized data from our technical support team.
- Clari integration information
- PartnerStack integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library