Resources · Make integration

Partnero Make integrationAutomate Partnero with Make.

Can Make keep your Partnero program in step with the rest of your tools? The Partnero Make integration gives you 20 modules: 5 instant triggers and 15 actions. It suits teams running partner or refer-a-friend programs, and this page takes you from connection to a first working scenario.

Try the Partnero integration on MakeSee the 20 modules

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What you can automate

What can the Partnero Make integration do for you?

The Partnero Make integration links your Partnero account to Make, a no-code tool where you build a scenario: an automation made of modules, each module being one step. Partnero can start a scenario the moment a customer, partner, subscriber or transaction changes, and Make can create, update, find or delete those records on your behalf.

Log payments from your billing app. When your billing tool registers a payment, Create a Customer adds the buyer to Partnero and Create a Transaction records it for that customer. This is the first scenario built step by step further down.

React when a partner joins or leaves. Watch Partners fires on every created, updated or deleted partner. Pass the news to your team chat or your CRM with that app's module, and the partner list no longer lives only inside Partnero.

Reward referrers without a spreadsheet. Watch Refer-A-Friend Customers tells Make about each refer-a-friend customer event, and Credit Refer-A-Friend Customer credits that person from their available balance when you decide the reward is due.

Know the edges before you start. The two Find modules fetch one record by its Id; they do not browse lists. Anything the 20 modules skip goes through Make an API Call, which reuses the same connection. Partnero's documentation on Make is AI-generated from the vendor's docs and asks you to verify important details. New to the editor? The Make training covers the basics, and if you are also weighing n8n, read n8n vs Make.

Connect

How do you connect Partnero to Make?

  1. 01

    Create an API key in Partnero

    In Partnero, open the program you want to automate, go to Integration under the Programs section, then open the API tab. Click Create API key, give the key a name, click Create and copy the key shown in the window.

  2. 02

    Add a Partnero module in Make

    In your scenario, add any Partnero module and click Create a connection. A connection is your Partnero account linked to Make once, then reused by every Partnero module. The Connection name field is optional, but a clear name helps you spot it later.

  3. 03

    Paste the key and confirm

    Enter the API key you copied, or follow the on-screen instructions, and confirm. Make saves the connection and can then list the Partnero objects it reads, so you pick values in the module fields instead of typing them.

First scenario

Build your first scenario with Partnero

GoalWhen a payment lands in your billing app, Make adds the buyer to Partnero and records the transaction.

  1. 01

    Create the scenario

    From the Scenarios page, create a new scenario and click the +. Pick the app that records your payments and its trigger module: Partnero comes right after it.

  2. 02

    Add Create a Customer

    Click the + on the right of the first module, search for Partnero and pick Create a Customer. Choose your connection, or click Create a connection and paste your API key.

  3. 03

    Map the buyer's data

    Fill the fields of Create a Customer by mapping values from the first module. Click a field, then pick the matching value that the billing app sent, rather than typing a fixed text.

  4. 04

    Record the transaction

    Add Create a Transaction with another + and map the payment data. Each bundle, meaning one item passing from one module to the next, becomes one transaction in Partnero.

  5. 05

    Test with Run once

    Click Run once, then create a test payment in your billing app. Read the bundles each module received and check that the customer and the transaction now appear in Partnero.

  6. 06

    Schedule it and switch it on

    Set the schedule on the first module; a new scenario runs every 15 minutes by default. Switch the scenario on. Each module run on a bundle is one operation, the unit Make counts on your plan.

Triggers

What starts a Partnero scenario?

5 modules start a scenario when something happens in Partnero. A scheduled trigger is checked by Make on the scenario's schedule; an instant one is called by Partnero as soon as it happens.

Partnero1Watch Customers

Watch Customers

Instant trigger

In Make“Triggers when customer event (created, updated, deleted) occurs in system”

Watch Customers hands Make every change to a customer in your Partnero program: a new record, an edit or a removal. You get one bundle per event, ready to push into your CRM, your email tool or a reporting sheet.

How it fires
instant. Partnero calls Make through a webhook as soon as the customer event happens.
When to use it
your sales team works from a CRM and needs each Partnero customer mirrored there.
Watch out
creations, updates and deletions all arrive through this one trigger, so plan the next modules for all three cases instead of treating every bundle as a new customer.
Partnero2Watch Partners

Watch Partners

Instant trigger

In Make“Triggers when partner event (created, updated, deleted) occurs in system”

This trigger keeps Make informed about the people in your partner program: someone joins, their profile changes, or they are removed. Each of those events reaches the scenario as its own bundle.

How it fires
instant, through a webhook that Partnero calls the moment the partner event occurs.
When to use it
a welcome email should go out, or a row should appear in your partner tracker, as soon as a new partner is created.
Watch out
a removal fires it too, so a welcome message wired straight after it would also go out when a partner leaves the program.
Partnero3Watch Refer-A-Friend Customers

Watch Refer-A-Friend Customers

Instant trigger

In Make“Triggers when customer event (created, updated, deleted) occurs in system. Use this specifically for refer-a-friend customers.”

Built for your refer-a-friend program, Watch Refer-A-Friend Customers sends Make a bundle each time one of that program's customers is created, updated or deleted.

How it fires
instant. Partnero calls Make through a webhook as soon as the event happens.
When to use it
a new refer-a-friend customer should get a thank-you note from your email tool, or land in the list your marketing team follows.
Watch out
Watch Customers is the general customer trigger; the Partnero documentation points to this one when the event concerns refer-a-friend customers, so pick it for that program.
Partnero4Watch Subscribers

Watch Subscribers

Instant trigger

In Make“Triggers when subscriber event (created, updated, deleted, rewarded) occurs in system”

Watch Subscribers reports what happens to your subscribers: a subscriber created, updated, deleted, and also rewarded. That reward event is the one no other Partnero trigger offers, and it is often the reason to pick this module.

How it fires
instant, since Partnero calls Make through a webhook the moment the subscriber event occurs.
When to use it
a reward was just granted and you want the subscriber thanked or your finance sheet updated.
Watch out
four kinds of events share this trigger, so a bundle may describe a removal rather than a reward; shape the next modules for each case.
Partnero5Watch Transactions

Watch Transactions

Instant trigger

In Make“Triggers when transaction event (created, deleted) occurs in system”

Watch Transactions tells Make when a transaction is recorded in Partnero or deleted from it. The documented events are creation and deletion only, so edits to a transaction do not reach the scenario.

How it fires
instant. Partnero calls Make through a webhook as soon as the transaction event happens.
When to use it
every new transaction should show up in your accounting sheet or in the dashboard your finance lead reads.
Watch out
a deletion fires the trigger as well, so a scenario that only appends rows would also append the deleted transactions unless you plan for them.
Modules

What else can Make do in Partnero?

Partnero gives you 15 modules. For each one: what it does for you, when to reach for it, and what to watch out for.

Partnero1

Create a Customer

Action

In Make“Creates new customer in the system.”

Create a Customer adds a person to your Partnero program straight from another app, so nobody retypes new signups. That customer then exists in Partnero for later transactions and updates.

When to use it
a form, a shop or a CRM registers a new client and Partnero should know about them too.
Watch out
the refer-a-friend program has its own creation modules, Create a Referred Customer and Create a Referring Customer.
Partnero2

Create a Partner

Action

In Make“Creates a new partner in the system”

With Create a Partner, a new partner lands in your program as soon as your onboarding happens elsewhere, for example after an application form is approved in your CRM.

When to use it
partners apply through a form or a sales pipeline, and Partnero should follow without manual entry.
Watch out
if Watch Partners runs in another scenario, this creation can fire it as well, so both scenarios react to the same partner.
Partnero3

Create a Referred Customer

Action

In Make“Creates new referred customer in the system.”

Your refer-a-friend program gets its newcomer: Create a Referred Customer records the friend who arrived through someone else's recommendation.

When to use it
a friend signs up in your app or your shop, and you pass that signup to Partnero so the program knows about them.
Watch out
the person who sends the invitation goes through Create a Referring Customer instead; mixing the two puts people on the wrong side of the program.
Partnero4

Create a Referring Customer

Action

In Make“Creates a new referring customer in the system.”

Create a Referring Customer registers the other half of the pair: the customer who recommends your product to friends and brings them into the program.

When to use it
an existing client joins your refer-a-friend program from your app or from a campaign and needs a place in Partnero.
Watch out
once they exist, later changes go through Update Refer-A-Friend Customer, which handles referring and referred customers alike.
Partnero5

Create a Transaction

Action

In Make“Creates new transaction in the system.”

Create a Transaction writes each transaction into Partnero from the app that actually takes the payments, so Partnero holds the same record as your billing tool.

When to use it
your payment tool confirms a charge and the matching customer already sits in Partnero.
Watch out
a wrong entry can only be removed with Delete a Transaction, and that removal cannot be undone, so test the mapping with Run once first.
Partnero6

Credit Refer-A-Friend Customer

Action

In Make“Credit customer from available balance.”

Credit Refer-A-Friend Customer credits a refer-a-friend customer from the balance they have available, without anyone opening Partnero to do it by hand.

When to use it
a referral reward is due and your scenario has already checked the conditions you set for it.
Watch out
the credit draws on the available balance, so try it with Run once on a customer whose balance you know before switching the scenario on.
Partnero7

Delete a Customer

Action

In Make“Deletes existing customer in the system.”

Delete a Customer removes a customer from Partnero once they are gone from your own systems, which keeps the program list clean.

When to use it
a customer closes their account in your app or asks to be erased from your tools.
Watch out
a deletion does not come back; run it on a test record first and keep this module at the very end of the scenario.
Partnero8

Delete a Partner

Action

In Make“Deletes existing partner in the system.”

Removing a partner who left the program is the job of Delete a Partner, driven by the tool where that decision is actually made.

When to use it
the partnership ends in your CRM and Partnero should reflect it without a manual cleanup.
Watch out
the removal is final, and if you use Watch Partners elsewhere, that trigger can receive the deletion as a new event.
Partnero9

Delete a Transaction

Action

In Make“Deletes existing transaction in the system.”

Delete a Transaction takes back a transaction that should never have been recorded, such as a duplicate or a test entry.

When to use it
your billing tool cancels or refunds a charge and the Partnero record has to go.
Watch out
there is no undo, so check with Run once that the right transaction reaches this module before you switch the scenario on.
Partnero10

Find Customer

Action

In Make“Finds & get customer details for given Id in the system.”

Find Customer returns the full details of one customer when you already hold that customer's Id, so the next module works with complete data.

When to use it
an earlier module handed you a customer Id and the next step needs the rest of that customer's details.
Watch out
it is a lookup by Id, not a search, so it will not browse or filter your customer list.
Partnero11

Find Partner

Action

In Make“Finds & get partner details for given Id in the system.”

Need a partner's details in the middle of a scenario? Find Partner fetches them for a given Id and passes them to the modules that follow.

When to use it
before emailing a partner, you want their current information rather than only what an earlier step sent.
Watch out
without the Id the module has nothing to look up, so carry it from an earlier module.
Partnero12

Make an API Call

Action

In Make“Performs an arbitrary authorized API call”

Make an API Call reaches any endpoint of the Partnero API with the connection you already set up, which covers what the other modules leave out.

When to use it
none of the ready modules does what your scenario needs, for instance a lookup that is not based on an Id.
Watch out
you write the request yourself, so keep the Partnero API documentation open; when a call fails, the Make troubleshooting guide helps you read the error.
Partnero13

Update a Customer

Action

In Make“Updates existing customer in the system.”

Update a Customer corrects or completes an existing Partnero customer with the data another app holds, so both tools show the same person.

When to use it
a client changes their details in your CRM and Partnero should follow.
Watch out
refer-a-friend customers have their own module, Update Refer-A-Friend Customer, which is the one to pick for that program.
Partnero14

Update a Partner

Action

In Make“Updates existing partner in the system.”

Keep partner profiles current with Update a Partner, fed by whichever tool your team edits first.

When to use it
a partner changes their details in your onboarding form or in your CRM, and Partnero should match.
Watch out
if Watch Partners watches the same program, this update counts as a partner event too, so never wire the two into one scenario that feeds itself.
Partnero15

Update Refer-A-Friend Customer

Action

In Make“Updates existing either customer from refer-a-friend program. Can be used for both referring & referred customer.”

One module covers both sides of the refer-a-friend program: Update Refer-A-Friend Customer edits the referring customer and the referred one alike.

When to use it
a referrer or a referred friend changes their details in your app and Partnero should show the change.
Watch out
since the same module accepts either role, check which customer you map before running it, or you will update the wrong person.
Need help

Need help automating Partnero with Make?

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FAQ

Partnero and Make: frequent questions

01Is the Partnero Make integration free?
Yes, on the Make side. Partnero is a standard app, so its 20 modules are available from the Free plan. That plan allows 2 active scenarios, a minimum of 15 minutes between two scheduled runs, 5 minutes per execution, files up to 5 MB and 512 MB of data transfer. Paid plans (Core, Pro, Teams and Enterprise) bring the interval down to 1 minute, remove the cap on active scenarios and allow 40 minutes per execution, with usage counted in credits each month. You still need an active Partnero account and an API key, and Partnero sets its own subscription.
02What do you need to connect Partnero to Make?
An active Partnero account and an API key. In Partnero, open your program, go to Integration under the Programs section, open the API tab and click Create API key, then name the key and copy it. In Make, add a Partnero module, click Create a connection, give it a name if you like and paste the key. For a trigger, which carries the instant tag, click Create a webhook first and then Create a connection. Every Partnero module in your scenarios reuses that single connection afterward.
03Do Partnero triggers in Make fire instantly?
Yes. All 5 Partnero triggers are instant: Partnero calls Make through a webhook as soon as the event happens, whether it concerns a customer, a partner, a refer-a-friend customer, a subscriber or a transaction. You do not wait for a polling interval as you would with a scheduled trigger, which Make checks on the scenario's schedule, every 15 minutes by default. Each event arrives as one bundle, and the modules that follow use operations on your plan. Keep in mind that creations, updates and deletions share the same trigger.
04What if a Partnero module is missing in Make?
Use Make an API Call. It sends a request to any endpoint of the Partnero API with the connection you already created, so you are not limited to the 15 actions and 5 triggers described on this page. The two Find modules only fetch a record by its Id, which is one case where the API call helps. Also note that Partnero's documentation on Make is AI-generated from the vendor's own docs and warns that it may contain mistakes, so verify anything important with Partnero directly.
05Should you use Make or n8n for Partnero?
It depends on the tool your team already works in. On Make, Partnero comes with 20 ready modules, instant triggers for its main records and an API call module for the rest, all assembled visually without code and available from the Free plan. The same app often has an n8n node as well, so check what that node covers before you choose. The two tools are different products and this page does not rank them; the n8n vs Make comparison linked earlier lays out both side by side.
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