Make

Make is a visual automation platform that lets you build workflows by connecting apps on a drag-and-drop canvas, no code required. Connect it to Partnero and partner activity can automatically move data into (or out of) thousands of other tools.

Make calls these workflows scenarios. A scenario watches for something happening in one app and runs a set of actions in response, whether that's inside Partnero or somewhere else entirely.

Some things teams commonly build:

• A Slack notification when a new partner joins the program
• An email alert when a new transaction comes through
• New partner, customer, or transaction data logged into a Google Sheet or document
• New affiliate partners created automatically from CRM leads

What the integration automates

Partnero's Make integration covers the core objects in a program: partners, customers, and transactions. Scenarios can watch for activity on these (created, updated, or deleted) and trigger actions elsewhere, or create and update records inside Partnero from other apps.

The exact set of available triggers and actions is visible directly inside Make when you add Partnero to a scenario, and it's grown over time as more get added.

How to integrate Make with Partnero

Before starting, prepare:

• A Make account (free to sign up)
• A Partnero account
• Your Partnero API key (here's how to find it)

Follow these steps:

1. Sign up for a free Make account.
2. Click +Create new scenario.
3. Click the plus icon and search for Partnero in the app list.
4. Select the trigger you want to use, for example Watch Partners.
5. Click Add to connect your Partnero account.
6. In the account dropdown, click Add again, then enter your Partnero API key and click Save.
7. Choose the specific event you want to trigger the scenario, for example when a new partner is created.
8. Click +Add another module to bring in the second app you want to connect.
9. Set up that app's action and map the data you want to send.
10. Click Run once to test the scenario.

Once it's running correctly, turn the scenario on. Make will check for new triggers and run the connected actions automatically from then on.

Using Make with Partnero

Because Make connects to thousands of apps, the integration isn't limited to a fixed list of use cases. Some ways teams put it to work:

• Log new partner sign-ups straight into a spreadsheet for reporting, no manual exports
• Get real-time Slack or email alerts the moment a transaction or new partner comes in
• Turn CRM leads into affiliate partners automatically, skipping manual data entry
• Build multi-step workflows that touch several apps from a single Partnero event

Frequently Asked Questions