PartnerFlo + Zapier: Automate Your Partner Programme Without Writing Code
PartnerFlo manages your partner programme. Your team also lives in Slack, Notion, Google Sheets, Xero, QuickBooks, and a dozen other tools. Without automation, someone has to manually relay information between them — a new partner joins and someone creates an onboarding doc, a deal is registered and someone posts it to Slack, an MDF claim is approved and someone updates the finance spreadsheet. Zapier connects PartnerFlo to 6,000+ apps using triggers and actions, so those workflows run automatically without anyone doing the manual relay.
The problem with tools that do not talk to each other
Every time information moves between PartnerFlo and another tool manually, there is a delay, a chance of error, and a hidden administrative cost. A new partner joins your programme — does your team get notified in Slack? Does a Notion onboarding page get created? Does HubSpot get a new company record? In most channel programmes, the answer is: sometimes, depending on who is in the office. Zapier makes the answer always yes, automatically, with no code and no developer required. It also means you can connect PartnerFlo to tools that do not have a native integration — Xero, QuickBooks, Zoho, ActiveCampaign, Airtable — without waiting for a dedicated integration to be built.
How it works
Zapier works on triggers and actions. Something happens in PartnerFlo (the trigger), and Zapier automatically does something in another app (the action). Here are the core workflows teams build.
- 1New deal registered → Slack notification
Every time a partner registers a deal in PartnerFlo, Zapier posts a message to your #channel-deals Slack channel — partner name, company, deal value, and a link to review it. Your channel manager never misses a new registration.
- 2New partner joined → Onboarding workflow
When a new partner completes registration in PartnerFlo, Zapier can create a Notion onboarding page from a template, send a welcome email via Gmail or Mailchimp, create a HubSpot company record, and add the partner to a shared Google Sheet — all in one automated sequence.
- 3MDF request submitted → Finance tracking
When a partner submits an MDF claim in PartnerFlo, Zapier adds a row to a Google Sheet or Airtable base with the partner name, requested amount, activity description, and status. Your finance team has a running log without anyone sending weekly exports.
- 4Deal approved → Partner notification
When a deal registration is approved in PartnerFlo, Zapier can send a personalised email via your email tool of choice — Gmail, Mailchimp, ActiveCampaign — with the approval details and next steps. Partners hear faster without the channel manager writing individual emails.
- 5Commission paid → Accounting sync
When a commission is paid via PartnerFlo and Stripe, Zapier can create a corresponding transaction in Xero or QuickBooks — partner name, amount, deal reference, and payment date — keeping your accounting records in sync without manual entries.
Use cases
Connect to Xero and QuickBooks
No native accounting integration? Zapier fills the gap. When commissions are paid or MDF is reimbursed, Zapier creates the corresponding record in your accounting system automatically.
Slack and Teams notifications
Keep your channel team informed without anyone having to check PartnerFlo manually. New deals, approvals, and partner milestones post to the right Slack or Teams channel in real time.
Partner onboarding automation
A new partner joining triggers a cascade: welcome email, Notion doc, HubSpot record, Google Sheet row. Consistent onboarding without anyone doing it manually.
Connect PartnerFlo to Zapier using your PartnerFlo API key, available in your account settings. Pre-built Zap templates are available for the most common workflows. Any Zapier plan that supports webhooks will work with PartnerFlo.
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