Partners

Create a partner

Create a new partner. When email is provided, a partner contact is created for that person and invited unless skip_email is true. Requires partners_create permission.

managed_by, tier and segment are lookup objects, not plain strings, e.g. "tier": {"slug": "gold"}. A value in any other shape is a 400. A partner type, tier, reward plan or manager that cannot be found is a 404.

To add or manage more contacts after creation, use /partners/{identifier}/contacts.

post/partners

Request

  • Base URL: https://api.lassotech.com/api/v1/rest
  • URL: https://api.lassotech.com/api/v1/rest/partners
  • Auth: API key in header x-lasso-access-token

Request body

namestring required

Partner name

partner_type_slugstring required

Slug of the partner type. Required to create a partner: missing or blank is a 400 (REQUIRED). The one exception is an idempotent retry: a request whose partner_external_* triple matches an existing partner returns that partner with 200 whether or not this is sent.

emailstring

Contact email. Creates a partner contact when provided, and is required when a contact CRM ID is sent.

contact_namestring

Contact full name (takes precedence over first/last)

contact_first_namestring

Contact first name (used when contact_name is not provided)

contact_last_namestring

Contact last name (used when contact_name is not provided)

contact_titlestring
contact_phone_numberstring
skip_emailboolean

Skip sending the invitation email. Must be the JSON boolean true.

website_urlstring
partner_linkedin_urlstring
contact_linkedin_urlstring
managed_by_idstring

User ID of the manager (alternative to managed_by)

payment_terms'due_on_invoice' | 'net_10' | 'net_15' | 'net_30' | 'net_45' | 'net_60' | 'net_90' | 'end_of_month'
payment_frequency'monthly' | 'quarterly' | 'semi_annually' | 'yearly'
agreement_template_idsstring[]
hubspot_company_idstring

HubSpot company ID (partner-level)

salesforce_account_idstring

Salesforce account ID (partner-level)

pipedrive_organization_idstring

Pipedrive organization ID (partner-level)

hubspot_contact_idstring

HubSpot contact ID (partner-user-level)

salesforce_contact_idstring

Salesforce contact ID (partner-user-level)

pipedrive_person_idstring

Pipedrive person ID (partner-user-level)

partner_external_system_typestring

External system for a partner-level ID the flat CRM fields above don't cover. Use this for a CRM custom object, such as a HubSpot custom "Partner" object.

partner_external_object_typestring

External object type. Free-form, so a new CRM shape needs no change here.

partner_external_identifierstring

The external record's ID. All three partner_external_* fields are required together; sending only some of them is a 400 rather than a partner created without the link.

Example request

{
  "name": "Acme Corp",
  "partner_type_slug": "referral",
  "email": "john@acme.com",
  "contact_name": "John Doe",
  "contact_first_name": "John",
  "contact_last_name": "Doe",
  "contact_title": "VP Partnerships",
  "website_url": "https://acme.com",
  "managed_by": {
    "email": "manager@company.com",
    "crm_system_type": "SALESFORCE"
  },
  "hubspot_company_id": "11111",
  "salesforce_account_id": "001...",
  "pipedrive_organization_id": "100",
  "hubspot_contact_id": "67890",
  "salesforce_contact_id": "003...",
  "pipedrive_person_id": "200",
  "partner_external_system_type": "HUBSPOT",
  "partner_external_object_type": "custom_partner_object",
  "partner_external_identifier": "22329802508"
}

Response

A partner already carried the supplied partner_external_* record and was returned unchanged. This endpoint is idempotent on that triple, so re-running a CRM workflow will not create a duplicate partner. Returning the existing record is a read: a key without partners_read gets only slug and crm_identifier, which is enough to carry on. Note the flat hubspot_company_id-style fields do not dedupe: several partners may legitimately map to one CRM company.

Example response

{
  "partner": {
    "slug": "acme-corp",
    "name": "Acme Corp",
    "crm_identifier": "P-A1B2C3",
    "website_url": "https://acme.com",
    "partner_type": "Referral",
    "segment": "Default",
    "managed_by": "manager@company.com",
    "payment_terms": "net_30",
    "payment_frequency": "monthly"
  }
}

Changes

No recorded changes to this operation across all 1 revision of this API.