Kiflo PRM + QuickBooks Online

Save new QuickBooks Online payments as transactions in Kiflo PRM

Tired of manually duplicating your payment data across platforms? This Zap can help. Once it's active, you'll automatically create a new transaction in your Kiflo PRM account for every new payment generated in QuickBooks.

When this happens...
New Payment
Triggered when a payment is received (with line item support).
TriggerScheduled
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?

New Account
Triggered when you add a new account.
Trigger
Scheduled
New Bill
Triggers when a new bill is added.
Trigger
Scheduled
New Customer
Triggered when you add a new customer.
Trigger
Scheduled
New Estimate
Triggered when you add a new estimate.
Trigger
Scheduled
New Expense
Triggers when a new expense is added.
Trigger
Scheduled
New Invoice
Triggered when you add a new invoice.
Trigger
Scheduled
New Invoice
Triggered when you add a new invoice (with line item support).
Trigger
Scheduled
New Sales Receipt
Triggered when a new sales receipt is added (with line item support).
Trigger
Scheduled
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
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

About Kiflo PRM

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

Related categories

Sales & CRM

About QuickBooks Online

QuickBooks Online is the web version of the popular accounting packages QuickBooks. Use any Zapier integration to connect QuickBooks Online to hundreds of other apps.

Learn more