Kiflo PRM Integrations

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HubSpot

Marketing Automation

Salesforce

CRM (Customer Relationship Management)

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CRM (Customer Relationship Management)

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Team Chat

Zoho CRM

CRM (Customer Relationship Management), Zoho

HubSpot

Marketing Automation

Salesforce

CRM (Customer Relationship Management)

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Pipedrive

CRM (Customer Relationship Management)

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HubSpot

Marketing Automation

Salesforce

CRM (Customer Relationship Management)

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Developer Tools, Zapier

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Documents, Zapier

Pipedrive

CRM (Customer Relationship Management)

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Slack

Team Chat

Zoho CRM

CRM (Customer Relationship Management), Zoho

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Quickly automate Kiflo PRM integrations with Zapier's templates

Add new program-level Kiflo PRM partners to ActiveCampaign automations
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Kiflo PRM + ActiveCampaign
Update Mailchimp subscribers with new Kiflo PRM partners added to program levels
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Kiflo PRM + Mailchimp
Add new Stripe transactions to Kiflo PRM
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Kiflo PRM
Create people in Pipedrive from new leads in Kiflo PRM
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Kiflo PRM + Pipedrive
Generate transactions in Kiflo PRM for new Xero payments
Premium
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Xero + Kiflo PRM
Make Trello tasks when partners move to new onboarding stages in Kiflo PRM
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Kiflo PRM + Trello
Save new QuickBooks Online payments as transactions in Kiflo PRM
Premium
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QuickBooks Online + Kiflo PRM

Create Kiflo PRM transactions for new payments in Chargebee
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Chargebee + Kiflo PRM

Add new program-level Kiflo PRM partners to ActiveCampaign automations

Kiflo PRM + ActiveCampaign

Update Mailchimp subscribers with new Kiflo PRM partners added to program levels

Kiflo PRM + Mailchimp

Add new Stripe transactions to Kiflo PRM

Kiflo PRM

Create people in Pipedrive from new leads in Kiflo PRM

Kiflo PRM + Pipedrive

Generate transactions in Kiflo PRM for new Xero payments

Premium

Xero + Kiflo PRM

Make Trello tasks when partners move to new onboarding stages in Kiflo PRM

Kiflo PRM + Trello

Save new QuickBooks Online payments as transactions in Kiflo PRM

Premium

QuickBooks Online + Kiflo PRM

Create Kiflo PRM transactions for new payments in Chargebee

Chargebee + Kiflo PRM

Supported triggers and actions

What does this mean?

Contact Added
Triggers when a new contact is added.
Trigger
Instant
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Customer Added
Triggers when a new customer is added.
Trigger
Instant
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Deal Accepted
Triggers when a new deal is accepted.
Trigger
Instant
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Deal Note Added
Triggers when a new note is added on a deal.
Trigger
Instant
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Deal Refused
Triggers when a new deal is refused.
Trigger
Instant
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Lead Accepted
Triggers when a new lead is accepted.
Trigger
Instant
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Lead Note Added
Triggers when a new note is added on a lead.
Trigger
Instant
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Lead Updated
Triggers when a new lead is updated.
Trigger
Instant
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Partner Application Added
Triggers when a new partner application is added.
Trigger
Instant
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Partner Added
Triggers when a new partner is added.
Trigger
Instant
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Partner Onboarding Stage Updated
Triggers when a partner moves to a new onboarding stage.
Trigger
Instant
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Payout Created
Triggers when a new payout is created.
Trigger
Instant
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Partner Added to Program Level
Triggers when a partner as added to a new program level.
Trigger
Instant
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Transaction Added
Triggers when a new transaction is added.
Trigger
Instant
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- Lead
  The ID of the lead that has a channel conflict. Required if Deal is not set.
- Deal
  The ID of the deal that has a channel conflict. Required if Lead is not set.
- NameRequired
  The name of the conflict. Can be the Lead or Deal name.
- Source NameRequired
  The name of the source where the conflict was found. Can be the name of your CRM.
- Source URL
  The URL of the conflict. Can be the URL of your Lead or Deal in your CRM.
Action
Write
- IDRequired
Action
Write
- IDRequired
- Partner
  The ID of the partner who is the source of this customer.
Action
Write
- Deal IDRequired
  The ID of the deal of modify.
- Partner IDRequired
  The ID of the partner to associate with the deal.
- Role
  The type of partner.
- Source
  Is the partner the source of the deal?
- Use default rewards
  Use rewards defined in the partner programs (if any).
Action
Write
- Stage
  The stage of the deal in the deal pipeline.
- Currency
  The deal currency.
- Create a new contact?
  You can choose to create a new contact for the deal (default) or link an existing one.
- Additional properties (Obsolete - Do not use)
  Provide additional deal properties that won't be shown on the Kiflo UI.
Action
Write
- IDRequired
- Stage
  The stage of the deal in the deal pipeline.
- Currency
  The deal currency.
- Additional properties (Obsolete - Do not use)
  Provide additional deal properties that won't be shown on the Kiflo UI.
Action
Write
- LeadRequired
  The ID of the lead to convert.
Action
Write
- Assigned partner
  The ID of the partner that must be associated with the new lead.
- Assigned contact
  The email address of the partner team member assigned on the lead. They must have access to Kiflo.
- Is the partner the source?
  Is the partner the source of this lead?
- Currency
  The lead currency.
- Tracking code
  Provide the tracking code that can be retrieved using the Kiflo JS SDK on your website.
- Status
  Pending (Default) = you must validate the lead in Kiflo, Accepted = no action required, Unassigned = the lead is not assigned to any partner and you can share it with a partner on Kiflo.
- Note
  Additional notes added to the new lead.
- Additional properties (Obsolete - Do not use)
  Provide additional lead properties that won't be shown on the Kiflo UI.
Action
Write
- IDRequired
- Partner
  The ID of the partner that must be associated with the lead.
- Currency
  The lead currency.
- Note
  Additional notes added to the lead.
- Additional properties (Obsolete - Do not use)
  Provide additional lead properties that won't be shown on the Kiflo UI.
Action
Write
- Partner ApplicationRequired
  The ID of the partner application you want to accept.
Action
Write
- CertificationRequired
  The certification to give.
- Partner Team MemberRequired
  The ID of the partner team member who get the certification.
- StatusRequired
  In progress = the team member is working on the certification, Active = the team member successfully passed the certification
Action
Write
- Partner IDRequired
  The ID of the partner to onboarding.
- Onboarding Pipeline IDRequired
  The ID of the onboarding pipeline (it must be associated with one of the programs the partner is part of).
- Onboarding Stage ID
  The ID of the stage to onboard the partner in. If empty the partner will be onboarded in the first stage.
Action
Write
- PayoutRequired
  The ID of the payout to accept.
Action
Write
- PayoutRequired
  The ID of the payout to pay.
Action
Write
- PayoutRequired
  The ID of the payout to validate.
- Partner should validate rewards
  Set to true if the partner needs to validate all rewards included to the payout.
- Partner should attach an invoice
  Set to true if the partner needs to attach an invoice to the payout.
Action
Write
- NameRequired
  The name of the certification to find
Action
Search
- Field to Search ByRequired
  The field used to find the customer.
Action
Search
- Field to Search ByRequired
  The field used to find the lead.
Action
Search
- EmailRequired
  The partner team member email.
Action
Search
- Field to Search ByRequired
  The field used to find the payout.
Action
Search
- Field to Search ByRequired
  The field used to find the contact.
Action
Search or write
- Field to Search ByRequired
  The field used to find the deal.
- Stage
  The stage of the deal in the deal pipeline.
- Currency
  The deal currency.
- Create a new contact?
  You can choose to create a new contact for the deal (default) or link an existing one.
- Additional properties (Obsolete - Do not use)
  Provide additional deal properties that won't be shown on the Kiflo UI.
Action
Search or write
- Field to Search ByRequired
  The field used to find the partner.
- Partner nameRequired
- Status
  The current status of the partner.
- Partner program
  The partner program in which the partner is.
- Onboarding stage
  The onboarding stage in which the partner is.
- Group
  The Kiflo group where the partner must be created.
- Partner type
  The type of partner.
- Payout provider
  The payout provider.
Action
Search or write

Contact Updated
Triggers when a property on an existing contact is updated.
Trigger
Instant
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Customer Updated
Triggers when a new customer is updated.
Trigger
Instant
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Deal Added
Triggers when a new deal is added.
Trigger
Instant
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Deal Stage Changed
Triggers when a deal moves to a new stage.
Trigger
Instant
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Deal Updated
Triggers when a property on an existing deal is updated.
Trigger
Instant
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Lead Added
Triggers when a new lead is added.
Trigger
Instant
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Lead Refused
Triggers when a new lead is refused.
Trigger
Instant
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Partner Application Accepted
Triggers when a partner application is accepted.
Trigger
Instant
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Partner Application Rejected
Triggers when a partner application is rejected.
Trigger
Instant
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Partner Note Added
Triggers when a new note is added on a partner.
Trigger
Instant
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Partner Updated
Triggers when a new partner is updated.
Trigger
Instant
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Payout Status Changed
Triggers when a payout status has changed.
Trigger
Instant
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Reward Created
Triggers when a new reward is created.
Trigger
Instant
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Transaction Updated
Triggers when a new transaction is updated.
Trigger
Instant
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Create Contact
Creates a new contact.
Action
Write
- Source partner
  The ID of the partner that brought the customer.
- Source
  The source of the customer.
Action
Write
- DealRequired
  The ID of the deal to accept.
- Note
  Additional notes to explain why the deal has been accepted.
- Is note visible to partner?
  Determines whether or not the note is visible to the partner assigned on the deal.
Action
Write
- DealRequired
  The ID of the deal to associate.
- CustomerRequired
  The ID of the customer to associate.
Action
Write
- DealRequired
  The ID of the deal to refuse.
- NoteRequired
  Additional notes to explain why the deal has been refused.
- Is note visible to partner?
  Determines whether or not the note is visible to the partner assigned on the deal.
Action
Write
- LeadRequired
  The ID of the lead to accept.
- Note
  Additional notes to explain why the lead has been accepted.
- Is note visible to partner?
  Determines whether or not the note is visible to the partner assigned on the lead.
Action
Write
- LeadRequired
  The ID of the lead to convert.
Action
Write
- LeadRequired
  The ID of the lead to refuse.
- NoteRequired
  Additional notes to explain why the lead has been refused.
- Is note visible to partner?
  Determines whether or not the note is visible to the partner assigned on the lead.
Action
Write
- Create note onRequired
  Pending (Default) = you must validate the lead in Kiflo, Accepted = no action required, Unassigned = the lead is not assigned to any partner and you can share it with a partner on Kiflo.
- ContentRequired
  The content of the note (you can use basic HTML formatting).
Action
Write
- Partner ApplicationRequired
  The ID of the partner application you want to reject.
Action
Write
- Partner nameRequired
- Status
  The current status of the partner.
- Partner program
  The partner program in which the partner is.
- Onboarding stage
  The onboarding stage in which the partner is.
- Group
  The Kiflo group where the partner must be created.
- Partner type
  The type of partner.
- Payout provider
  The payout provider.
Action
Write
- IDRequired
- Partner name
- Status
  The current status of the partner.
- Onboarding stage
  The onboarding stages in which the partner is.
- Partner program
  The partner programs the partner is part of.
- Currency
  The currency of the partner (3-letters code, USD, EUR, etc)
- Group
  The Kiflo group where the partner must be created.
- Payout provider
  The payout provider.
Action
Write
- Partner
  The partner you want to create a payout. Can be left empty if you want to create payouts for multiple partners at once.
- Currency
  The currency of the payouts (3-letters code, USD, EUR, etc)
- Reward Type
  Select what type of rewards you want to include in your payouts.
- Reward Status
  If empty, payouts will include all pending and accepted rewards. Otherwise, only the select type of reward will be included.
- Threshold
  Payouts will be created only if the sum of all rewards matching the defined criteria exceeds the threshold.
- From
  Only include rewards created after this date (inclusive).
- To
  Only include rewards created before this date (exclusive).
Action
Write
- IDRequired
Action
Write
- CurrencyRequired
  The currency of the transaction (3-letters code, USD, EUR, etc)
- Partner
  The ID of the partner associated with the transaction.
- Customer
  The ID of the customer associated with the transaction.
- Deal
  The ID of the deal associated with the transaction.
Action
Write
- Field to Search ByRequired
  The field used to find the contact.
Action
Search
- Field to Search ByRequired
  The field used to find the deal.
Action
Search
- Field to Search ByRequired
  The field used to find the partner application.
Action
Search
- Field to Search ByRequired
  The field used to find the partner.
Action
Search
- Field to Search ByRequired
  The field used to find the transaction.
Action
Search
- Field to Search ByRequired
  The field used to find the customer.
- Source partner
  The ID of the partner that brought the customer.
- Source
  The source of the customer.
Action
Search or write
- Field to Search ByRequired
  The field used to find the lead.
- Assigned partner
  The ID of the partner that must be associated with the new lead.
- Assigned contact
  The email address of the partner team member assigned on the lead. They must have access to Kiflo.
- Is the partner the source?
  Is the partner the source of this lead?
- Currency
  The lead currency.
- Tracking code
  Provide the tracking code that can be retrieved using the Kiflo JS SDK on your website.
- Status
  Pending (Default) = you must validate the lead in Kiflo, Accepted = no action required, Unassigned = the lead is not assigned to any partner and you can share it with a partner on Kiflo.
- Note
  Additional notes added to the new lead.
- Additional properties (Obsolete - Do not use)
  Provide additional lead properties that won't be shown on the Kiflo UI.
Action
Search or write
- Field to Search ByRequired
  The field used to find the transaction.
- CurrencyRequired
  The currency of the transaction (3-letters code, USD, EUR, etc)
- Partner
  The ID of the partner associated with the transaction.
- Customer
  The ID of the customer associated with the transaction.
- Deal
  The ID of the deal associated with the transaction.
Action
Search or write

About Kiflo PRM

Kiflo PRM helps companies manage their partner relationships & accelerate revenue through indirect sales channels

Related categories

Sales & CRM

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Popular Kiflo PRM Integrations