Integrate Zoho Notebook with PartnerStack

Send information between Zoho Notebook and PartnerStack automatically, without writing any code, using Zoho Flow.

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Supported triggers and actions

Integrate Zoho Notebook and PartnerStack using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Notecard created

Triggers when a new notecard is created in the selected notebook

Notebook created

Triggers when a new notebook is created

Notecard created or updated

Triggers when a new notecard is created or the details of an existing notecard are updated

Notecard updated

Triggers when the details of an existing notecard are updated

Transaction event occurred

Triggers when a transaction is created or deleted

Customer event occurred

Triggers when a customer is created, updated, or deleted

Lead event occurred

Triggers when a lead is created, updated, closed, approved, or declined

Partner event occurred

Triggers when a partnership is created, updated, or deleted

Deal event occurred

Triggers when a new deal is created, or when the amount, stage, or close date of a deal is updated

Reward event occurred

Triggers when a reward is created, updated, restored, or declined

Offer event occurred

Triggers when an offer is created, updated, or deleted

All Actions - Actions are the automated tasks

Create notebook

Creates a new notebook

Share notebook

Shares an existing notebook with the specified email address

Create collection

Creates a new collection

Share notecard

Shares an existing notecard with the specified email address

Create notecard

Creates a new notecard in the selected notebook

Update notebook

Update the details of an existing notebook

Move notecards to another notebook

Moves an existing notecard to another notebook

Move notecards to collection

Moves an existing notecard to the collection

Fetch notebook by ID

Fetches the details of a notebook using ID

Fetch notebook by name

Fetches the details of a notebook using name

Fetch notecard

Fetches the details of a notecard by search term

Fetch notecard by ID

Fetches the details of a notecard using its unique ID

Create customer

Creates a new customer

Create activity

Creates an activity for a partner or customer

Create transaction

Creates a new transaction

Create partner

Creates a new partner

Update customer

Updates the details of an existing customer

Update partner

Update the details of an existing partner

Fetch customer

Fetches the details of an existing customer by email address or key

Fetch partner

Fetches the details of an existing partner by email address or key

What is Zoho Notebook?

Zoho Notebook is a note taking tool that lets you take notes, create checklists, and even save audio files. You can move between views, choose a cover image for each of your notebooks, and rearrange notes to suit your needs.

Notes Zoho

What is PartnerStack?

PartnerStack is a growth automation platform that helps you automatically incentivize and reward partners like resellers, consultants, and ambassadors. You can create custom referral links and company pages, send email campaigns, and track the performance of your partners with detailed analytics.

Marketing Automation

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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