Chargebee + Kiflo PRM

Create Kiflo PRM transactions for new payments in Chargebee

Automate the creation of transactions in Kiflo PRM and trigger the appropriate rewards. Once this integration is active, you will automatically create a new transaction in Kiflo PRM for every new payment in Chargebee.

When this happens...
New Payment
Triggers when a payment is collected successfully.
TriggerInstant
automatically do this...
Find a Customer
Finds an existing customer.
ActionSearch
then do this!
Create Transaction
Creates a new transaction.
ActionWrite

Try this template

Supported triggers and actions

What does this mean?

Card Expiration
Triggers when a credit card expires.
Trigger
Instant
Customer Details Updates
Triggers when customer details such as first name, last name, email, billing address, etc., are updated.
Trigger
Instant
New Customer
Triggers when a customer is created.
Trigger
Instant
New Invoice
Triggers when a new invoice is generated(with line item support).
Trigger
Instant
Payment Failure
Triggers when a payment fails.
Trigger
Instant
New Payment Method
Triggers when a payment method is added.
Trigger
Instant
Payment Method Updates
Triggers when a payment method is updated.
Trigger
Instant
New Payment
Triggers when a payment is collected successfully.
Trigger
Instant
Chargebee
Triggers when a subscription is changed from Trial or Future to Active state.
Instant
Trigger
Chargebee
Triggers when a subscription is scheduled for cancellation.
Instant
Trigger
Chargebee
Triggers when a subscription is cancelled.
Instant
Trigger
Chargebee
Triggers when subscription details such as custom fields, billing information, recurring items etc., are modified.
Instant
Trigger
Chargebee
Triggers when a subscription is created.
Instant
Trigger
Chargebee
Triggers when a subscription is paused.
Instant
Trigger
Chargebee
Triggers when a subscription is moved from Cancelled state to Active/In Trial/Non Renewing/Future state.
Instant
Trigger
Chargebee
Triggers when a paused subscription is resumed.
Instant
Trigger
Chargebee
Updates next billing date of a subscription.
Scheduled
Action
Chargebee
Creates a new customer in Chargebee.
Scheduled
Action
Chargebee
Creates a new subscription. If you are on Catalog 1.0 of Chargebee, this action allows you to create a subscription and a customer in a single step. If you are on Catalog 2.0 of Chargebee, this action allows you to create a subscription for an existing customer
Scheduled
Action
Chargebee
Pauses a subscription in Chargebee.
Scheduled
Action
Chargebee
Records an offline payment for unpaid invoices.
Scheduled
Action
Chargebee
Resumes a paused subscription in Chargebee.
Scheduled
Action
Chargebee
Updates customer details in Chargebee.
Scheduled
Action
Chargebee
Updates a subscription in Chargebee.
Scheduled
Action
Chargebee
Lookup an existing customer.
Scheduled
Action
Chargebee
Lookup details of an existing subscription.
Scheduled
Action
Chargebee
Get the subscription details for a specific customer ID
Scheduled
Action
Kiflo PRM
Triggers when a new contact is added.
Instant
Trigger
Kiflo PRM
Triggers when a property on an existing contact is updated.
Instant
Trigger
Kiflo PRM
Triggers when a new customer is added.
Instant
Trigger
Kiflo PRM
Triggers when a new customer is updated.
Instant
Trigger
Kiflo PRM
Triggers when a new deal is accepted.
Instant
Trigger
Kiflo PRM
Triggers when a new deal is added.
Instant
Trigger
Kiflo PRM
Triggers when a new note is added on a deal.
Instant
Trigger
Kiflo PRM
Triggers when a deal moves to a new stage.
Instant
Trigger
Kiflo PRM
Triggers when a new deal is refused.
Instant
Trigger
Kiflo PRM
Triggers when a property on an existing deal is updated.
Instant
Trigger
Kiflo PRM
Triggers when a new lead is accepted.
Instant
Trigger
Kiflo PRM
Triggers when a new lead is added.
Instant
Trigger
Kiflo PRM
Triggers when a new note is added on a lead.
Instant
Trigger
Kiflo PRM
Triggers when a new lead is refused.
Instant
Trigger
Kiflo PRM
Triggers when a new lead is updated.
Instant
Trigger
Kiflo PRM
Triggers when a partner application is accepted.
Instant
Trigger
Kiflo PRM
Triggers when a new partner application is added.
Instant
Trigger
Kiflo PRM
Triggers when a partner application is rejected.
Instant
Trigger
Kiflo PRM
Triggers when a new partner is added.
Instant
Trigger
Kiflo PRM
Triggers when a new note is added on a partner.
Instant
Trigger
Kiflo PRM
Triggers when a partner moves to a new onboarding stage.
Instant
Trigger
Kiflo PRM
Triggers when a new partner is updated.
Instant
Trigger
Kiflo PRM
Triggers when a partner as added to a new program level.
Instant
Trigger
Kiflo PRM
Triggers when a new reward is created.
Instant
Trigger
Kiflo PRM
Triggers when a new transaction is added.
Instant
Trigger
Kiflo PRM
Triggers when a new transaction is updated.
Instant
Trigger
Kiflo PRM
Create a new channel conflict.
Scheduled
Action
Kiflo PRM
Creates a new contact.
Scheduled
Action
Kiflo PRM
Updates an existing contact.
Scheduled
Action
Kiflo PRM
Creates a new customer.
Scheduled
Action
Kiflo PRM
Updates an existing customer.
Scheduled
Action
Kiflo PRM
Accepts a deal.
Scheduled
Action
Kiflo PRM
Adds a partner with his role on an existing deal.
Scheduled
Action
Kiflo PRM
Associates a customer to a deal.
Scheduled
Action
Kiflo PRM
Creates a new deal.
Scheduled
Action
Kiflo PRM
Refuses a deal.
Scheduled
Action
Kiflo PRM
Updates an existing deal.
Scheduled
Action
Kiflo PRM
Accepts a lead.
Scheduled
Action
Kiflo PRM
Converts a lead to a customer.
Scheduled
Action
Kiflo PRM
Converts a lead to a deal.
Scheduled
Action
Kiflo PRM
Creates a new lead.
Scheduled
Action
Kiflo PRM
Refuses a lead.
Scheduled
Action
Kiflo PRM
Updates an existing lead.
Scheduled
Action
Kiflo PRM
Accept a new partner application.
Scheduled
Action
Kiflo PRM
Reject a new partner application.
Scheduled
Action
Kiflo PRM
Creates a new partner.
Scheduled
Action
Kiflo PRM
Updates an existing partner.
Scheduled
Action
Kiflo PRM
Creates a new transaction.
Scheduled
Action
Kiflo PRM
Finds an existing contact.
Scheduled
Action
Kiflo PRM
Finds an existing customer.
Scheduled
Action
Kiflo PRM
Finds an existing deal.
Scheduled
Action
Kiflo PRM
Finds an existing lead.
Scheduled
Action
Kiflo PRM
Finds an existing partner application.
Scheduled
Action
Kiflo PRM
Finds an existing partner.
Scheduled
Action
Kiflo PRM
Finds an existing transaction.
Scheduled
Action
Kiflo PRM
Finds an existing Contact or creates a new one.
Scheduled
Action
Kiflo PRM
Finds an existing Customer or creates a new one.
Scheduled
Action
Kiflo PRM
Finds an existing Deal or creates a new one.
Scheduled
Action
Kiflo PRM
Finds an existing Lead or creates a new one.
Scheduled
Action
Kiflo PRM
Finds an existing Partner or creates a new one.
Scheduled
Action
Kiflo PRM
Finds an existing Transaction or creates a new one.
Scheduled
Action