Introduction to Workato

Scaling new revenue through partnerships requires a deep integration into the software powering your core business. The PartnerStack integration suite makes it easy to integrate PartnerStack with others software solutions to ensure the right data flows efficiently in and out of your channel.

In this article, you’ll learn the basics of the PartnerStack integration suite and how to operationalize the data that powers your partnership program.

Things to know

Here are some key things you should know about the Partnerstack integration suite:

• The integration suite is powered by Workato
• The integration suite is only available on certain PartnerStack plans
• The integration suite is accessible to Admin, Technical Teammate, or custom permission roles that grants full "Integrations" access.
• Detailed information about the PartnerStack Workato connector can be found here

About the Integration Suite

The PartnerStack integration suite powered by Workato helps you automate channel workflows across cloud and on-premises applications. For example, you might automate your channel sales funnel and commissioning business processes which may involve transferring data between apps such as Salesforce, HubSpot, Slack, and PartnerStack.

Low code / No Code Integrations

The connectors available in our integration suite combine an enterprise-grade workflow automation platform with the ease of use expected from consumer apps, enabling both technical and non-technical partnership teams to build, test, and deliver reliable integrations.

Extensibility

The integration suite is extensible to add support for new applications beyond the many that are available pre-built. We support a REST data connector allowing integration with many systems without writing any code. Existing connectors can be extended via the SDK or via adding functions from the REST connector. In addition, a public API allows control of recipes from third-party applications that do not have a designated connector.

Terminology

It's helpful to familiarize yourself with some of the terms common to the integration suite.

• Recipe
  • A set of steps that are followed to get work done between your apps. Recipe's are made up of various triggers, action, and logic steps
• Trigger step
  • The first step in a recipe. When the trigger step occurs, the recipe starts.
  • Learn more about triggers
• Action and Logical step
  • Actions carry out an operation in your target app, such as a create, update, or search operation. Each action requires a set of input fields and typically returns data i.e. output data tree.
  • Logical steps are breaks in the recipe allowing you to programatically make IF/ELSE and other conditional decision based on data from previous steps
  • Learn more about steps
• Connections
  • Connections are the various software applications that you have authenticated with to use in Recipes.
  • eg. PartnerStack, Salesforce, Slack, Hubspot, etc.
  • Learn more about connections
• PartnerStack terminology
  • Link to PartnerStack Terms

Navigating the Integration suite

The PartnerStack integration suite is accessible through the vendor portal. You must have administrator permissions to access the integration suite.

The integration suite is made up of four sections: the dashboard, recipe list, connected apps list, and lookup tables.

Integrations Dashboard

The integration dashboard is an overview of your integration recipes and connections. The dashboard offers you an overview of the volume, and general health metrics of your various integrations.

The dashboard also offers a 'dependency graph' that displays a chart of which recipes are referenced by other recipes.

Recipes

Displays a list of all the recipes and connections you have made. You can organize your recipes into various projects, and search the recipe list by name or connection.

Select a recipe or connection from the list for more option to modify each item.

Connected Apps

Displays a list of your active and inactive connections, modify existing connections, and create new connections to new software.

Lookup Tables

Lookup tables (similar to cross-reference tables) let you lookup frequently used data easily in a recipe.

Data in lookup tables are typically organized like a database table, with columns and rows of data. You can lookup an entry within the specified lookup table by matching against data in one or more columns.

While we don't recommend using Lookup tables extensively, they can prove useful in certain edge cases.

Building and Managing Recipes

While most of your recipe building and maintenance will be done alongside a PartnerStack implementations expert, this section will guide you towards the basic understanding of recipe creation, testing, and maintenance.

The deepest and most up-to-date documentation about the integration suite is found in the Workato documentation:

• Authenticating app connections
• Recipe Triggers
• Adding steps to your recipe
• Testing, and maintaining your recipes

Getting started with the PartnerStack Connector

Like other applications on Workato, we are always updating our PartnerStack connector to offer deeper integration potential between you core business tools and PartnerStack.

For the full resource on our Workato functionality, please visit our PartnerStack Connector page.

Learn more about the PartnerStack Connector