Welcome to the PartnerStack Integration Docs

Here you can find guides, documentation, support and FAQs to get you setup on PartnerStack.

Chat with us by clicking the message bubble in the bottom right if you are having any trouble!

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Welcome to the PartnerStack Docs

PartnerStack connects to key events in your business to automatically incentivize and reward your partners.

By fingerprinting traffic from your partners, PartnerStack's technology identifies and rewards the people and organizations growing your business.

Let's get started...

We are excited to start your integration!

The first step is to identify milestones in your customer journey that you want to track or reward. Custom Offers and Rewards can be set up in your dashboard, but as part of the integration you'll need to:

  1. Create a path to provide a customer_key/partner_key relationship usually through a sign up form, and
    2.Connect subsequent events that we'll match to your account and partner, for example send us a customer_key, amount, currency for each transaction.


Start by breaking down your sign up and transaction flow

Integrating with PartnerStack is a simple process when you understand your program and reward configurations. Given the unique needs of your business, you may integrate with some or many of our features. Please read this page first to understand the key elements that go into a successful integration.

To make your integration quick and easy we have a JavaScript Snippet, Zapier integrations, and direct salesforce mapping to send interaction event data to PartnerStack. If you want to talk nerdy to us we have created transaction webhooks and direct API endpoints and happy to discuss how to best sync with your custom flow.

Step 1. Create Customers

When a partner shares their link, the traffic is fingerprinted with the partner's unique partner_key.
Installing PartnerStackJS on your landing pages and signup form creates a partnerstack customer that will show as a line item in your PartnerStack "customers" dashboard. Each line connect a partner (referrer) to the new sign up (referee)

Install PartnerStackJS
Install the PartnerStackJS snippet on your landing pages and signup form.

Step 2. Trigger Rewards

With a partnerstack customer created, you'll use a Webhook, API, or Zapier integration to send PartnerStack data when a key business event - such as a new deal or purchase - occurs.

via Webhooks

Webhooks notify PartnerStack when a customer is created, charged, or subscribes to a plan in your payment processor.

Read more about our supported webhooks: Stripe Webhook , Recurly Webhook, and Chargebee Webhook.
Don't see your provider here? Send us a message.

via PartnerStack API

The PartnerStack API is built with RESTful principles and allows the greatest flexibility for your integration. Get started with the PartnerStack API primer, or just dive straight into the reference materials.

via Zapier

Click here for our Premium Zapier connection guide.


Need Support?

Chat with us by clicking the chat bubble in the bottom right of your screen.

We operate out of Toronto, Canada and we'll do our best to get back to you as soon as possible!

Use the Quick Start Guide for to start your integration, from here you can explore our payment provider, Salesforece/CMS and Zapier integrations. You can also find our API docs for custom flows, for example using a transaction to sign up a customer.


Ready to schedule an Integration call?

There are a lot of options, but most integrations do not take long once we identify the events you want to track. As a first step in getting familiar with the integration we recommend installing the PartnerStack snippet on your sign up page, and have a look at the growsumo object in the console. Once you have this installed, lets set up an integration call using Calendly.


Mobile Application?

Head over to the mobile specific Branch.io integration.

Updated 10 months ago

What's Next

Start with PartnerStackJS to track referral signups



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