Integrate PartnerStack with Retently

Trigger NPS/CSAT surveys after significant partner transactions or customer interactions, sync customer and partner profiles to ensure consistent data across platforms, and use survey feedback to improve partner and customer engagement strategies.

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About PartnerStack

PartnerStack provides functionality for managing partner relationships including creating and updating partners, customers, deals, and transactions. It also triggers events related to partnerships and transactions.

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PartnerStack to Retently

1

New Application Event

Triggers when a new Application event occurs.
2

New Deal Event

Triggers when a deal event occurs.
3

New Message Event

Triggers whenever a partner sends a message through the Messages Tab.
4

New Partnership Event

Triggers when a partnership event occurs.
5

New Transaction Event

Triggers when a transaction event occurs.
6

New Customer Event

Triggers when a customer event occurs.
7

New Lead Event

Triggers when a lead event occurs.
8

New Offer Event

Triggers when an offer event occurs.
9

New Reward Event

Triggers when a reward event occurs.
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Retently to PartnerStack

1

Create Deal

Creates a new Deal attributed to the partner that owns it.
2

Create Partner

Creates a new partner.
3

Create Customer

Creates a new customer.
4

Update Deal

Updates a Deal.
5

Update Partnership

Updates a partnership.
6

Find Lead

Finds lead by email.
7

Find or Create Customer

Finds or creates a customer.
8

Find or Create Partner

Finds or creates a partner.
9

Create Action

Logs an action that a partner or customer has performed.
10

Create Lead

Creates a new Lead attributed to the partner that drove it.
11

Create Transaction

Creates a new Transaction attributed to a partner.
12

Update Customer

Updates an existing customer.
13

Update Lead

Updates a Lead.
14

Find Customer

Finds a customer by email address or customer key.
15

Find Partner

Finds a partner by email address or partner key.
16

Find or Create Lead

Finds or creates a lead.

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