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What is Zapier? Zapier is an automation platform that lets you connect Partnero with other web-based tools such as Typeform, Google Drive and HubSpot – no code required. These connections, called “Zaps”, start with a trigger, which is an event that occurs in the first application that sets off an action in the second.

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Getting Started with Zapier

Sign up for a free Zapier account, from there you can jump right in. To help you hit the ground running, here are some popular pre-made Zaps.

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To connect Partnero and Zapier:

  1. Log in to your Zapier account and start at your Dashboard.
  2. Click + Create Zap:
  3. Under “Trigger”, type Partnero. If you want events in Partnero to trigger actions in a second app, type “Partnero” into the Trigger field. If you want events in a different app to trigger actions in Partnero, type the name of the other app into the Trigger field.
  4. Select your event, which is the action or “Zap” that starts the flow. In this example, we would like an action to occur in a second application once a new partner is created on Partnero. Click Continue.
  5. Choose your Partnero account. If you have already connected an account, choose it from the list. If not, click + Connect a new account:
  6. If you click + Connect a new account, you will be prompted with an authentication window, which will ask for your Partnero API Key.
  7. Go to your Partnero account to generate a new API key. See our guide on how to find your API key. Copy and paste it to this window. Then, click Yes, Continue.
  8. You will be redirected back to Zapier and your account should now be connected. Click Continue to finish setting up the trigger.
  9. Click Test trigger to make sure the account is connected and the trigger is set up properly.
  10. If the test was successful, click Continue to proceed to the Action step.
  11. Select an Action. This is the second event that will happen after your trigger. In this example, we are setting up an event to occur (the creation of a spreadsheet row) in Google Sheets after a partner is created on Partnero. Click Continue.
  12. Choose your account. Connect to your account in the second application. This process will vary depending on the app you are connecting to. Click Continue.
  13. Set up the Action. Depending on the app you have chosen, you will need to set up the details of the action you want to occur. Click Continue.
  14. Click Test action. Again, Zapier will run a test to make sure everything is working and set up properly.
  15. If everything is correct and the test is successful, you will see the option to publish your Zap by clicking Publish & Turn on.
Once you’ve published your Zap, Zapier automatically checks if there have been any new triggers every few minutes. Once Zapier detects a trigger that matches the Zap that you have set up, it automatically executes the respective action. Keep in mind, you can always go back and edit your Zaps. Learn how to manage published Zaps and even share a Zap with your team!

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Actions and triggers

With Partnero, you can find the following triggers:
  • Partner created: triggers when a new partner has been created.
  • Partner deleted: triggers when a partner has been deleted.
  • Partner updated: triggers when information about a partner has been updated.
  • Customer created: triggers when a new customer has been created.
  • Customer credited: triggers when a new customer has been credited.
  • Customer deleted: triggers when a customer has been deleted.
  • Customer updated: triggers when information about a customer has been updated.
  • Transaction created: triggers when a new transaction has been created.
  • Transaction deleted: triggers when a transaction has been deleted.
  • Subscriber created: triggers when a new subscriber has been created.
  • Subscriber deleted: riggers when a subscriber has been deleted.
  • Subscriber rewarded: triggers when a subscriber has been rewarded.
  • Subscriber updated: triggers when information about a subscriber has been updated.
You can also find following actions:
  • Create a new customer: creates a new customer on your Partnero account.
  • Create a new partner: creates a new partner on your Partnero account.
  • Create a new transaction: creates a new transaction on your Partnero account.
  • Create a new referred customer: creates a new referred customer on your Partnero account.
  • Create a new referring customer: creates a new referring customer on your Partnero account.
  • Delete existing customer: deletes an existing customer on your Partnero account.
  • Delete existing partner: deletes an existing partner on your Partnero account.
  • Delete existing transaction: deletes an existing transaction on your Partnero account.
  • Update existing customer: updates an existing customer information on your Partnero account.
  • Update existing partner: updates an existing partner information on your Partnero account.
  • Credit customer balance: credits specific customer’s balance.
  • Find customer: finds and gets customer details based on customer ID.
  • Find partner: finds and gets partner details based on partner ID.