Integrate 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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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.

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With Partnero, you can find 8 triggers:

You can also find 8 actions: