Connect PartnerStack and Referral Factory

Both apps 36PartnerStack 18Referral Factory 18

• Trigger
  New Application Event

  Triggers when a partner application is submitted or changes (for example, approved or declined).

• Trigger
  New Customer Event

  Triggers when a customer is created or updated in your PartnerStack program.

• Trigger
  New Deal Event

  Triggers when a deal is created or updated (for example, its stage, amount or close date changes).

• Trigger
  New Lead Event

  Triggers when a lead is created or updated (for example, approved, declined or closed).

• Trigger
  New Partnership Event

  Triggers when a partnership is created or updated in your PartnerStack program.

• Trigger
  New Reward Event

  Triggers when a reward is created or changes (for example, declined, restored or updated).

• Trigger
  New Transaction Event

  Triggers when a transaction is recorded or changes.

• Action
  Create Action

  Records an action a partner or customer performed (for example, posted in a forum), creating any reward tied to that action.

• Action
  Create Deal

  Creates a new deal attributed to the partner who registered it.

• Action
  Create Lead

  Creates a new lead attributed to the partner who referred it.

• Action
  Create Partner

  Creates a new partner (partnership) in your PartnerStack program and optionally emails them an invitation.

• Action
  Create Transaction

  Records a customer payment transaction so the referring partner is rewarded.

• Action
  Find Customer

  Looks up a customer by their customer key (or email) and returns their details.

• Action
  Find Lead

  Looks up a lead by its lead key and returns its details.

• Action
  Find Partner

  Finds a partner by their email address and returns the matching partnership.

• Action
  Update Customer

  Updates an existing customer's details, such as their name, email, or payment provider key.

• Action
  Update Deal

  Updates an existing deal, such as its stage, amount, or close date.

• Action
  Update Lead

  Updates an existing lead, such as its status, approval, or amount.

• Trigger
  New Due Reward

  Triggers when a reward becomes due.

• Trigger
  New Referrer

  Triggers when a new referrer joins any campaign.

• Trigger
  New User

  Triggers when a new referred lead joins any campaign.

• Trigger
  Reward Issued

  Triggers when a reward is issued.

• Action
  Cancel Due Reward

  Cancels a reward that is due.

• Action
  Delete Lead

  Deletes a lead.

• Action
  Delete Referrer

  Deletes a referrer.

• Action
  Get Campaign

  Returns one campaign by ID, including its name, status and URL.

• Action
  Get goal

  Returns a single goal (a milestone a lead can reach in a campaign), optionally with its campaign.

• Action
  Get Lead

  Returns one referred lead by ID, including its campaign, referrer and qualification date.

• Action
  Get Referrer

  Returns one referrer by ID, including their referral link.

• Action
  Issue Due Reward

  Issues a reward that is due.

• Action
  List Campaigns

  Returns all campaigns in the account.

• Action
  List due rewards

  Returns all rewards that are currently due across every campaign in your Referral Factory account.

• Action
  List Goals

  Returns the goals defined across all campaigns.

• Action
  List issued rewards

  Returns the rewards that have been issued to referrers across all your campaigns.

• Action
  List leads

  Returns all leads (people invited by your referrers) across your Referral Factory campaigns.

• Action
  List referrers

  Returns all referrers in your Referral Factory account across every campaign.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.