PartnerStack icon

PartnerStack Integration

Partner relationship management for channel sales programs. Push PartnerStack leads, opportunities, and sales activity into CRM, outreach, and forecasting workflows. When Watch Actions arrives, automatically continue with Get a Customer or Get a Deal.
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  • Data Encryption
  • 2FA
  • Local Data Region

Supported triggers and actions for PartnerStack integration

Triggers can detect changes in PartnerStack and run actions that can create, search or modify data inside PartnerStack automatically [3] — exactly how you set them.

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    Watch ActionsTriggers when a new action is created or an existing action is updated.
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    Watch CustomersTriggers when a new customer is created or updated.
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    Watch DealsTriggers when a new deal is created or an existing deal is updated.
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    Watch EventTriggers when a partner stack event occurs.
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    Watch GroupsTriggers when a new group is created or an existing group is updated.
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    Watch LeadsTriggers when a new lead is added.
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    Watch PayoutsTriggers when a new payout is processed.
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    Watch ProductsTriggers when a new product is added.
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    Watch TransactionsTriggers when a new transaction occurs.
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    Get a CustomerRetrieves a specific customer.
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    Get a DealRetrieves a specific deal.
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    Get a LeadRetrieves a specific lead.
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    Get a ProductRetrieves a specific product.
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    Get Form Templates for a DealRetrieves the form templates for a deal.
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    Get Form Templates for a LeadRetrieves the form templates for a lead.
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    List ActionsRetrieves a list of actions available in the service.
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    List Custom ReportsLists all custom reports available in the service.
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    List CustomersRetrieves a list of customers.
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    List DealsRetrieves a list of deals.
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    List Files Attached to a DealLists files attached to a deal.

How to integrate PartnerStack in automation workflow?

3 simple steps to make your PartnerStack connected with other apps in automation workflows on WEXTL. Up to 10 minutes integration set up.

How PartnerStack connects and integrates with WEXTL

Save and approve your credentials once — WEXTL® stores authorization information encrypted and reuses the authentication whenever PartnerStack app is called in workflows. That allows your sales automations to run without your attention, per defined schedule [7]. Explore documentation [6] for a detailed list of fields that PartnerStack supports.

The following table illustrates what fields PartnerStack integration require during authorization flow inside our workflow builder [4].

Video slide demonstrates how PartnerStack is connected in WEXTL builder.

Video slide demonstrates how PartnerStack is connected in WEXTL builder [4].

FieldTypeHelp
Partnerstack - API KeyRequired
password

Logging in to your Vendor dashboard and navigating on Settings -> Integrations -> API Keys.

Connect PartnerStack to popular apps on WEXTL

Enter a name of the other app you want to sync with PartnerStack below. Click on selected app to explore integration options with PartnerStack. If the app you search for is not available in WEXTL yet, you can use HTTP node [10] instead to integrate it directly.

Example automation with PartnerStack integration

Select Watch Deals trigger from PartnerStack - this will be a starting point in your automation. Whenever event happens in PartnerStack, workflow will start [7] from Watch Deals node.

Search for Archive a Deal, connect it as the next step of integration sequence. You can use filters between Watch Deals and Archive a Deal, so only important data pass from Watch Deals to the next step. WEXTL gives you full control over the process of PartnerStack automation. All parts of workflow are visible on the canvas [4].

PartnerStack on WEXTL has 48 modules for combining sales automations. Explore PartnerStack documentation for more.

Video slide demonstrates how Watch Deals and Archive a Deal nodes are used in PartnerStack workflow.

Video slide demonstrates how Watch Deals and Archive a Deal [6] nodes are used in PartnerStack workflow.

Frequently asked questions

Common questions about automating PartnerStack in your workflows.

Try PartnerStack on WEXTL®

Claim your 3-day trial to build PartnerStack integrations and access every WEXTL® feature.

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References

List of sources used to gather information about the PartnerStack integration.

  1. PartnerStack integration source code, module specs and credentials implementation.
  2. Internal PartnerStack integration documentation, structured input and output parameters, scopes, and authentication methods.
  3. Official PartnerStack vendor API documentation — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
  4. WEXTL® Visual Workflow Builder, anonymized data from our technical support team.
  5. WEXTL® Apps Library
  6. WEXTL® PartnerStack App Documentation
  7. WEXTL® Workflow Scheduler
  8. WEXTL® HTTP node documentation