Onboard and PartnerStack integrations and automations

Seamlessly connect Onboard and PartnerStack. Automate workflows, and boost efficiency with Workato.

Rating

4.9

Pre-built

150+

integrations

Total

100+

active users

avg

2 min

to connect

Custom Connections

Available

via HTTP connector

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Build Powerful Workflows, fast

Triggers

When this happens…

Onboard
  • New Discussion Message
    Triggers when a new message is posted in the discussion of a Task.
  • Map Updated
    Map Updated
  • New or Updated Map Task
    Triggers when a Map Task is created or updated.
  • New Map
    Triggers when a new Map is created.

    • Any other trigger you can think up

PartnerStack
  • New event Real-time
    Monitor record event in PartnerStack

    • Any other trigger you can think up

Actions

Do this…

Onboard
  • Create Customer
    Creates a customer.
  • Create Map
    Creates a Map.
  • Delete Customer
    Delete Customer
  • Delete Map
    Delete Map
  • Delete Map Task
    Delete Map Task
  • List Customers
    List of client customers.
  • Post Discussion Message
    Posts a discussion a message in the given task.
  • Find Map Task
    Find Map Tasks by Name.
  • Update Map
    Update Map
  • Update Map Task
    Update Map Task

    • Any other action you can think up

PartnerStack
  • Approve/decline application
    Approve or decline an application in PartnerStack
  • Assign partner team member to record
    Assign partner team member to record in PartnerStack
  • Convert Object
    Convert record in PartnerStack
  • Create record
    Create record in PartnerStack
  • Create Transaction
    Create a transaction record in PartnerStack
  • Custom Action
    Custom action in PartnerStack
  • Delete record
    Delete record in PartnerStack
  • Get record
    Get record in PartnerStack
  • Get record attachment details
    Get record attachment details in PartnerStack
  • Get record attachment list
    Get record attachment list in PartnerStack
  • Get partnership links
    Get all links for a partnership, including team members'links in PartnerStack
  • Modify tags
    Modify tags in PartnerStack
  • Search records
    Search records in PartnerStack
  • Update record
    Update record in PartnerStack
  • Update stage
    Update stage for record in PartnerStack

    • Any other action you can think up

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