Kiflo PRM + QuickBooks Online Integrations
How to connect Kiflo PRM + QuickBooks Online
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Popular Kiflo PRM + QuickBooks Online workflows
Save new QuickBooks Online payments as transactions in Kiflo PRM
Save new QuickBooks Online payments as transactions in Kiflo PRMPremium
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Contact AddedTriggers when a new contact is added.Trigger- Contact UpdatedTriggers when a property on an existing contact is updated.Trigger
- Customer AddedTriggers when a new customer is added.Trigger
- Customer UpdatedTriggers when a new customer is updated.Trigger
- Deal AcceptedTriggers when a new deal is accepted.Trigger
- Deal AddedTriggers when a new deal is added.Trigger
- Deal Note AddedTriggers when a new note is added on a deal.Trigger
- Deal Stage ChangedTriggers when a deal moves to a new stage.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
- QuickBooks Online
Triggered when you add a new account.
Scheduled
Trigger
- QuickBooks Online
Triggers when a new bill is added.
Scheduled
Trigger
- QuickBooks Online
Triggered when you add a new customer.
Scheduled
Trigger
- QuickBooks Online
Triggered when you add a new estimate.
Scheduled
Trigger
- QuickBooks Online
Triggers when a new expense is added.
Scheduled
Trigger
- QuickBooks Online
Triggered when you add a new invoice.
Scheduled
Trigger
- QuickBooks Online
Triggered when you add a new invoice (with line item support).
Scheduled
Trigger
- QuickBooks Online
Triggered when a new sales receipt is added (with line item support).
Scheduled
Trigger
- QuickBooks Online
Triggered when a payment is received (with line item support).
Scheduled
Trigger
- QuickBooks Online
Triggers when a new purchase order is added.
Scheduled
Trigger
- QuickBooks Online
Triggered when a new sales receipt is added.
Scheduled
Trigger
- QuickBooks Online
Triggered when an existing customer is updated.
Scheduled
Trigger
- QuickBooks Online
Triggered when a new vendor is added.
Scheduled
Trigger
- QuickBooks Online
Create a new bill, optionally tied to a customer.
Scheduled
Action
- QuickBooks Online
Create a new bill, optionally tied to a customer (with line item support).
Scheduled
Action
- QuickBooks Online
Create a new bill, optionally tied to a customer (with line item support).
Scheduled
Action
- QuickBooks Online
Creates a new credit memo.
Scheduled
Action
- QuickBooks Online
Adds a new customer.
Scheduled
Action
- QuickBooks Online
Create a new estimate (with line item support).
Scheduled
Action
- QuickBooks Online
Creates a new expense using check, cash, or credit card.
Scheduled
Action
- QuickBooks Online
Creates a new product or service.
Scheduled
Action
- QuickBooks Online
Creates a new journal entry.
Scheduled
Action
- QuickBooks Online
Adds a new invoice (with line item support).
Scheduled
Action
- QuickBooks Online
Adds a new sales receipt (with line item support).
Scheduled
Action
- QuickBooks Online
Creates a new payment, optionally linked to an invoice.
Scheduled
Action
- QuickBooks Online
Creates a new purchase order.
Scheduled
Action
- QuickBooks Online
Creates a new refund receipt.
Scheduled
Action
- QuickBooks Online
Send an existing invoice.
Scheduled
Action
- QuickBooks Online
Send an existing sales receipt.
Scheduled
Action
- QuickBooks Online
Creates a new single time activity.
Scheduled
Action
- QuickBooks Online
Updates an existing customer.
Scheduled
Action
- QuickBooks Online
Updates an existing invoice (with line item support).
Scheduled
Action
- QuickBooks Online
Adds a new vendor.
Scheduled
Action
- QuickBooks Online
Find an account by name.
Scheduled
Action
- QuickBooks Online
Find a customer by name or email address.
Scheduled
Action
- QuickBooks Online
Find an invoice by number.
Scheduled
Action
- QuickBooks Online
Find a product by name (with line item support)
Scheduled
Action
- QuickBooks Online
Find a vendor by name.
Scheduled
Action
- QuickBooks Online
Finds or creates a specific customer v2.
Scheduled
Action
- QuickBooks Online
Finds or creates a specific vendor.
Scheduled
Action
How Kiflo PRM + QuickBooks Online Integrations Work
- Step 1: Authenticate Kiflo PRM and QuickBooks Online.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.
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