Integrate PartnerStack with Pipefy
Send information between PartnerStack and Pipefy automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate PartnerStack and Pipefy using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Customer event occurred
Triggers when a customer is created, updated, or deleted
Transaction event occurred
Triggers when a transaction is created or deleted
Partner event occurred
Triggers when a partnership is created, updated, or deleted
Lead event occurred
Triggers when a lead is created, updated, closed, approved, or declined
Reward event occurred
Triggers when a reward is created, updated, restored, or declined
Deal event occurred
Triggers when a new deal is created, or when the amount, stage, or close date of a deal is updated
Offer event occurred
Triggers when an offer is created, updated, or deleted
Card expired
Triggers when a card expires in the selected pipe
New card
Triggers when a new card is created in the selected pipe
Card overdue
Triggers when a card is overdue in the selected pipe
Card late
Triggers when a card in the selected pipe exceeds maximum lead time
Card done
Triggers when a card is done in the selected pipe
Card moved
Triggers when a card is moved in the selected pipe
All Actions - Actions are the automated tasks
Create activity
Creates an activity for a partner or customer
Create customer
Creates a new customer
Create partner
Creates a new partner
Create transaction
Creates a new transaction
Update partner
Updates the details of an existing partner
Update customer
Updates the details of an existing customer
Fetch partner
Fetches details of an existing partner by email address or key
Fetch customer
Fetches details of an existing customer by email address or key
Create card
Creates a card in the selected pipe
Delete card
Deletes the selected card
What is PartnerStack?
PartnerStack is a growth automation platform that helps you automatically incentivize and reward partners like resellers, consultants, and ambassadors. You can create custom referral links and company pages, send email campaigns, and track the performance of your partners with detailed analytics.
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What is Pipefy?
Pipefy is a process management tool with features such as advanced reports, private pipes, process templates, and conditional logic.
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