PartnerStack is a platform that specialises in managing partners, such as Affiliates or Referrals. With the support of Zapier, you can integrate Capsule with PartnerStack - so that actions in PartnerStack will trigger actions in Capsule. This article will cover some helpful Zap ideas.
Prerequisites
- Your Zapier plan needs to allow for multi-step Zaps.
How to set up a PartnerStack to Capsule Zap
Zapier works with Triggers and Actions - this means you can set up a Trigger in PartnerStack and then an Action in Capsule based on this. Click the right link below for the instructions to set up your Zap:
- How to create a Capsule Contact when an applicant is approved in PartnerStack
- How to add a note to a Capsule Contact when a message is sent in PartnerStack
How to create a Capsule Contact when an applicant is approved in PartnerStack
Setting up this Zap is an easy way to save time - by making sure every new Partner you approve (via PartnerStack) is automatically added as a new Contact to your Capsule account.
There are 2 main steps involved, so the final Zap will look like this:
Define the Zap Trigger: Applicant Approved
The first important part of setting up your Zap is to set up the link between PartnerStack and Zapier. Since the data will be pulled from PartnerStack to Zapier, you will need to set up Trigger (the action that starts the Zap). This is then paired with what you want to happen in Capsule.
1. Log into your Zapier account
2. Click +Create, then choose the New Zap option
3. In the Trigger step, search for and choose PartnerStack
4. In the Trigger Event field, choose New Application Event and choose Continue
5. Next, in the Event field, choose Application Approved and choose Continue
6. At this point, you will be asked to Test your Trigger. Use the Test Trigger button to complete the check - here you will be able to see an example of the information from your leads.
7. Select one of the examples, then choose Continue with selected record to take you to the next step.
Define the Zap Action: Create Contact
Next, you will need to set up what you would like to happen in Capsule, with the data sent from PartnerStack to Zapier:
1. After setting up the Trigger, you’ll be directed to a screen with the app connection options. Search for and select Capsule CRM
2. In the Event field, choose Create Contact
3. On the next page, choose your Capsule account. Follow the instructions to link your account and click Continue
4. Now you will need to match the fields in Capsule with the PartnerStack fields. There are also optional fields that you can add to the Capsule Contact e.g. a Tag or Custom Field. The main fields we’d recommend are:
- Type = Person
- Firstname = Content First Name
- Lastname = Content Last Name
- Email Address = Content Email
- Organisation = Content Business Name
5. At this point, you will be asked to Test your Step. Use the Test Step button to complete the check - this will create a new Contact in Capsule
6. When you’re happy with the result, click the Publish button to save your changes and push your Zap live.
How to add a note to a Capsule Contact when a message is sent in PartnerStack
Setting up this Zap is a quick and simple way to have an automated record of when a Partner reaches out to you (via PartnerStack) from right within Capsule.
There are 3 main steps involved, so the final Zap will look like this:
Define the Zap Trigger: New Message
The first important part of setting up your Zap is to set up the link between PartnerStack and Zapier. Since the data will be pulled from PartnerStack to Zapier, you will need to set up Trigger (the action that starts the Zap). This is then paired with what you want to happen in Capsule.
- Log into your Zapier account
- Click +Create, then choose the New Zap option
- In the Trigger step, search for and choose PartnerStack
- In the Trigger Event field, choose New Message Event and choose Continue
- Next, in the Event field, choose Partner Sends Message and choose Continue
Define a Find Step
Now you will need to ask Zapier to find a Capsule Contact to add the note to:
1. After setting up the Trigger, you’ll be directed to a screen with the app connection options. Search for and select Capsule CRM
2. In the Event field, choose Find Contact
3. On the next page, choose your Capsule account. If you’ve set up a Zap for Capsule earlier you’ll be shown an existing account. Or follow the instructions to link your account and click Continue
4. Fill in the following fields as shown below
- Search using = Email Address
- Operator = is
- Value = Email (from the PartnerStack Fields)
5. Now you will be asked to test this step. Click Test Step to complete it
6. In the results, you’ll see a record ID for the Contact, which we’ll use that to Define the Action next.
Define the Zap Action: Add a Note
Next, you will need to set up what you would like to happen in Capsule. In this case, you can add a Note to the Contact found in the step above:
1. Choose the option to + Add Step button
2. You’ll then be directed to a screen with the app connection options. Search for and select Capsule CRM
3. In the Event field, choose Add Note to Entity
4. On the next page, choose your Capsule account and click Continue
5. Here, you will need to match the fields to the fields in Capsule:
- Entity Type = Contact
- Activity Type = Note
- Contact = Switch to the Custom tab, then click Find contact in Capsule CRM. From the dropdown, select the ID field.
- Note = Switch to the Custom tab, then click New Message Event. From the dropdown, select the Body field.
6. At this point, you will be asked to Test your Step. Use the Test Step button to complete the check - this will create add a note to the Contact in Capsule.
7. When you’re happy with the result, click the Publish button to save your changes and push your Zap live.