Integrate PartnerStack with Better Proposals

Send information between PartnerStack and Better Proposals automatically, without writing any code, using Zoho Flow.

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Supported triggers and actions

Integrate PartnerStack and Better Proposals using the below triggers and actions

All Triggers - A trigger kickstarts the flow

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

Customer event occurred

Triggers when a customer is created, updated, or deleted

Transaction event occurred

Triggers when a transaction is created or deleted

Offer event occurred

Triggers when an offer is created, updated, or deleted

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

Proposal signed

Triggers when a proposal is signed

Proposal sent

Triggers when a proposal is sent

Proposal created

Triggers when a new proposal is created

Proposal opened

Triggers when a proposal is opened

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

Update the details of an existing partner

Update customer

Updates the details of an existing customer

Fetch partner

Fetches the details of an existing partner by email address or key

Fetch customer

Fetches the details of an existing customer by email address or key

Create proposal

Creates a new proposal

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.

Marketing Automation

What is Better Proposals?

Better Proposals is a web-based application that lets you create beautiful, high-converting, easy-to-sign proposals in minutes instead of hours.

Proposals & Invoices

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.

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Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more

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Technical Engineer, Master Liveaboards

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