PartnerStack AI Integration: Review Partner Leads and Customer Records

What to Ask Leina to Do with PartnerStack

Copy a prompt, add your details, and send it to Leina in your connected team chat.

Read leads and deals for a selected partner.

List leads and deals for partner [partner key] and summarize the returned pipeline records.

Create a customer linked to a supplied partner key.

Create customer [customer key] for partner [partner key], email [email], name [name].

Retrieve a partnership by its supported identifier.

Get partnership [partner key, partnership key or email] and summarize its returned details.

Connect Your Account

Provide the paired PartnerStack public and secret keys from the Vendor dashboard.
Try a Task

Tell Leina what you need in your team chat. Include the source, destination, and expected result.
Set Up Leina in Your Chat →
Check the Result

Review the result and any changes in the connected app.

Use AI with PartnerStack to inspect partnerships, leads and deals, and create customer records from supplied details.

Review Partner Pipeline: Read leads and deals for a selected partner.

List Leads
List Deals
Create a Customer Record: Create a customer linked to a supplied partner key.

Create Customer
Inspect a Partnership: Retrieve a partnership by its supported identifier.

Get Partnership

View All 7 Actions

Provide a unique customer key, the partner key and the customer email. Optional profile fields can be included.

Yes. Separate lead and deal list actions support partner and date filters.

Specify partner or customer keys and date filters where relevant. Customer creation requires customerKey, partnerKey and email.

Tell Leina what you need in your team chat. Include the source, destination, and expected result.