Integrate PartnerStack with Office 365
Send information between PartnerStack and Office 365 automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate PartnerStack and Office 365 using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Lead event occurred
Triggers when a lead is created, updated, closed, approved, or declined
Offer event occurred
Triggers when an offer is created, updated, or deleted
Transaction event occurred
Triggers when a transaction is created or deleted
Reward event occurred
Triggers when a reward is created, updated, restored, or declined
Partner event occurred
Triggers when a partnership is created, updated, or deleted
Deal event occurred
Triggers when a new deal is created, or when the amount, stage, or close date of a deal is updated
Customer event occurred
Triggers when a customer is created, updated, or deleted
Calendar added
Triggers when a new calendar is added
Contact added
Triggers when a new contact is added
Event added
Triggers when a new event is added in the selected calendar
Email received
Triggers when a new email is received
Event updated
Triggers when any detail of an existing event is updated
All Actions - Actions are the automated tasks
Create transaction
Creates a new transaction
Create activity
Creates an activity for a partner or customer
Create partner
Creates a new partner
Create customer
Creates a new customer
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
Add user
Adds a new account user
Send email
Creates and sends an email to a recipient
Create contact
Creates a new contact
Create event
Creates a new event in the selected calendar
Update contact
Updates the details of an existing contact by ID
Update user
Updates the details of a user by ID
Update event
Updates the details of an existing event by ID
Invite user
Invites the specified user to your group
Fetch event
Fetches the details of an existing event by title or ID
Find contact folder
Finds a contact folder using name
Fetch user
Fetches the details of a user by display name
Fetch contact
Fetches the details of an existing contact by name
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 Office 365?
Office 365 is a suite of cloud apps by Microsoft. You can manage all your services from one place, collaborate with colleagues, and access data across devices.
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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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All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Endless integrations. End to manual work.
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