Kiflo PRM + ConnectWise Manage Integrations

How to connect Kiflo PRM + ConnectWise Manage

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Supported triggers and actions

What does this mean?

Contact Added
Triggers when a new contact is added.
Trigger
Instant
Contact Updated
Triggers when a property on an existing contact is updated.
Trigger
Instant
Customer Added
Triggers when a new customer is added.
Trigger
Instant
Customer Updated
Triggers when a new customer is updated.
Trigger
Instant
Deal Accepted
Triggers when a new deal is accepted.
Trigger
Instant
Deal Added
Triggers when a new deal is added.
Trigger
Instant
Deal Note Added
Triggers when a new note is added on a deal.
Trigger
Instant
Deal Stage Changed
Triggers when a deal moves to a new stage.
Trigger
Instant
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
ConnectWise Manage
Triggers when a contact is created or updated.
Instant
Trigger
ConnectWise Manage
Triggers when a project is created or updated.
Instant
Trigger
ConnectWise Manage
Triggers when a service ticket is created and/or updated.
Instant
Trigger
ConnectWise Manage
Triggers when a new territory is created.
Scheduled
Trigger
ConnectWise Manage
Creates a new company.
Scheduled
Action
ConnectWise Manage
Creates a new contact.
Scheduled
Action
ConnectWise Manage
Creates a new service desk or project ticket.
Scheduled
Action
ConnectWise Manage
Create a service note or ticket note.
Scheduled
Action
ConnectWise Manage
Updates an existing company.
Scheduled
Action
ConnectWise Manage
Updates an existing service or project ticket.
Scheduled
Action
ConnectWise Manage
Find a company by company identifier.
Scheduled
Action
ConnectWise Manage
Find a contact by name, email, or other parameter.
Scheduled
Action
ConnectWise Manage
Find a ticket by ID, Summary, or other parameter.
Scheduled
Action
ConnectWise Manage
Find a company by Company ID. Optionally, create one if none are found.
Scheduled
Action
ConnectWise Manage
Find a contact by name, email, or other parameter. Optionally, create one if none are found.
Scheduled
Action
ConnectWise Manage
Find a ticket by ID, Summary, or other parameter. Optionally, create one if none are found.
Scheduled
Action

How Kiflo PRM + ConnectWise Manage Integrations Work

Step 1: Authenticate Kiflo PRM and ConnectWise Manage.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.

Connect apps

Connect Kiflo PRM + ConnectWise Manage

About Kiflo PRM

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

Related categories

Sales & CRM

About ConnectWise Manage

ConnectWise Manage is a business management platform designed to successfully run and grow your technology business.

Related categories

CRM (Customer Relationship Management)

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