Zapier

Zapier connects Partnero to thousands of other apps, no code required. Connect it once, and partner activity in Partnero can trigger actions anywhere else in your stack, or events elsewhere can trigger actions in Partnero.

These automations, called Zaps, run on a simple pattern: something happens in one app (a trigger), and it sets off an action in another. With Partnero connected, that covers activity across partners, customers, transactions, and subscribers, so program data flows into your CRM, spreadsheets, Slack, or wherever your team actually works, without anyone copying and pasting between tools.

What the integration automates

Partnero's Zapier integration exposes both triggers (events in Partnero that kick off a Zap) and actions (things a Zap can do inside Partnero). In practice, that covers the core objects in a program:

• Partners: get notified or synced elsewhere the moment a partner is created, updated, or removed
• Customers: push new or updated customer records into other tools, or create them in Partnero from another app
• Transactions: trigger downstream actions when a transaction is logged
• Subscribers: keep referral subscriber activity in sync with the rest of your stack

The exact list of available triggers and actions lives on Partnero's Zapier app page and grows over time as new ones get added, so it's worth checking there directly for the current set.

How to integrate Zapier with Partnero

Before starting, prepare:

• An active Partnero account
• A Zapier account
• Your Partnero API key (here's how to find it)

Follow these steps:

1. Log in to Zapier and go to your Dashboard.
2. Click + Create Zap.
3. Under Trigger, type Partnero if you want a Partnero event to kick off an action elsewhere, or type the other app's name if you want an external event to trigger an action in Partnero.
4. Select the event that should start the flow, then click Continue.
5. Click + Connect a new account. You'll be prompted for your Partnero API key.
6. Paste in the API key and click Yes, Continue.
7. You'll be redirected back to Zapier with your account connected. Click Continue, then Test trigger to confirm it's working.
8. Select an Action: the event that happens after your trigger fires. Connect the second app if needed, then set up the action details.
9. Click Test action to confirm everything runs correctly.
10. Click Publish & Turn on to activate the Zap.

Once published, Zapier checks for new triggers every few minutes and runs the matching action automatically. Zaps can be edited any time.

Using Zapier with Partnero

A connected Zapier account turns Partnero into one node in a bigger workflow instead of a standalone tool. Some common ways teams use it:

• Sync new partners into a CRM the moment they join the program
• Post a Slack notification when a high-value transaction comes through
• Add referred customers to a spreadsheet for reporting
• Trigger onboarding tasks in a project management tool when a partner is approved

Since Zapier connects to thousands of apps, the integration isn't limited to a fixed set of use cases. If a tool has a Zapier integration, it can likely talk to Partnero.

Frequently Asked Questions