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1. Choose trigger event

2. Choose action

1. Select the event

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Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Business Plan Objective Updated" from Kiflo PRM.

Add your action

An action happens after the trigger—such as "Create Customer" in Wave.

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

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Connect Kiflo PRM and Wave to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Integration categories

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

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Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

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Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

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Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

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Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

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Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

triggers, actions, or triggers and actions

Business Plan Objective Updated
Triggers when a business plan objective's current value is updated.
Trigger
Instant
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Contact Updated
Triggers when a property on an existing contact is updated.
Trigger
Instant
Try It
Customer Updated
Triggers when a new customer is updated.
Trigger
Instant
Try It
Deal Added
Triggers when a new deal is added.
Trigger
Instant
Try It
Deal Stage Changed
Triggers when a deal moves to a new stage.
Trigger
Instant
Try It
Deal Updated
Triggers when a property on an existing deal is updated.
Trigger
Instant
Try It
Lead Added
Triggers when a new lead is added.
Trigger
Instant
Try It
Lead Refused
Triggers when a new lead is refused.
Trigger
Instant
Try It
Partner Application Accepted
Triggers when a partner application is accepted.
Trigger
Instant
Try It
Partner Application Rejected
Triggers when a partner application is rejected.
Trigger
Instant
Try It
Partner Note Added
Triggers when a new note is added on a partner.
Trigger
Instant
Try It
Partner Prospection Stage Updated
Triggers when the prospection stage of a partner is updated.
Trigger
Instant
Try It
Payout Created
Triggers when a new payout is created.
Trigger
Instant
Try It
Partner Added to Program Level
Triggers when a partner as added to a new program level.
Trigger
Instant
Try It
Team Member Added
Triggers when a new team member is added to an existing partner.
Trigger
Instant
Try It
Transaction Updated
Triggers when a new transaction is updated.
Trigger
Instant
Try It
Create Contact
Creates a new contact.
Action
Write
- Source partner
- Status
- Source
Action
Write
- Deal
- Note
- Is note visible to partner?
Action
Write
- Deal
- Customer
  Required
Action
Write
- Deal
- Note
- Is note visible to partner?
Action
Write
- Lead
- Note
- Is note visible to partner?
Action
Write
- Lead
Action
Write
- Lead
- Note
- Is note visible to partner?
Action
Write
- Create note on
  Required
- Content
  Required
Action
Write
- Partner Application
  Required
Action
Write
- Partner Team Member
  Required
- Email Template
  Required
Action
Write
- Source partner
- Onboarding Pipeline ID
  Required
- Onboarding stage
Action
Write
- Payout
  Required
Action
Write
- Payout
  Required
Action
Write
- Payout
  Required
- Partner should validate rewards
- Partner should attach an invoice
Action
Write
- Currency
- Source partner
- Customer
  Required
- Deal
Action
Write
- Field to Search By
  Required
Action
Search
- Field to Search By
  Required
Action
Search
- Field to Search By
  Required
Action
Search
- Field to Search By
  Required
Action
Search
- Field to Search By
  Required
Action
Search
- Field to Search By
  Required
- Source partner
- Status
- Source
Action
Search or write
- Field to Search By
  Required
- Source partner
- Assigned contact
- Is the partner the source?
- Currency
- Tracking code
- Status
- Note
- Additional properties (Obsolete - Do not use)
Action
Search or write
- Field to Search By
  Required
- Currency
- Source partner
- Customer
  Required
- Deal
Action
Search or write
- Business
  Required
Trigger
Polling
Try It
- Business
  Required
- Customer
  Required
- Item Description
- Item Price
- Item Product
  Required
- Item Quantity
- Item Taxes
- Invoice Currency
- Invoice Date
- Invoice Number
- Invoice Title
- Status
- Subhead
- Footer
- Additional Notes
- SO or PO Number
- Due Date
- Exchange Rate
- Disable Credit Card Payments?
- Amount Title
- Item Title
- Price Title
- Quantity Title
- Hide Amount?
- Hide Description?
- Hide Item?
- Hide Price?
- Hide Quantity?
Action
Write
- Business
  Required
- Sale Date
  Required
- Item Description
- Number Format
  Required
- Sale Amount
  Required
- Sales Tax Abbreviation
- Sales Tax Amount
- Payment Processing Fee Amount
- Notes
- Created At
- External ID
Action
Write
- Business
  Required
- Name
  Required
Action
Search

Contact Added
Triggers when a new contact is added.
Trigger
Instant
Try It
Customer Added
Triggers when a new customer is added.
Trigger
Instant
Try It
Deal Accepted
Triggers when a new deal is accepted.
Trigger
Instant
Try It
Deal Note Added
Triggers when a new note is added on a deal.
Trigger
Instant
Try It
Deal Refused
Triggers when a new deal is refused.
Trigger
Instant
Try It
Lead Accepted
Triggers when a new lead is accepted.
Trigger
Instant
Try It
Lead Note Added
Triggers when a new note is added on a lead.
Trigger
Instant
Try It
Lead Updated
Triggers when a new lead is updated.
Trigger
Instant
Try It
Partner Application Added
Triggers when a new partner application is added.
Trigger
Instant
Try It
Partner Added
Triggers when a new partner is added.
Trigger
Instant
Try It
Partner Onboarding Stage Updated
Triggers when a partner moves to a new onboarding stage.
Trigger
Instant
Try It
Partner Updated
Triggers when a new partner is updated.
Trigger
Instant
Try It
Payout Status Changed
Triggers when a payout status has changed.
Trigger
Instant
Try It
Reward Created
Triggers when a new reward is created.
Trigger
Instant
Try It
Transaction Added
Triggers when a new transaction is added.
Trigger
Instant
Try It
- Lead
- Deal
- Name
  Required
- Source Name
  Required
- Source URL
Action
Write
- ID
  Required
Action
Write
- ID
  Required
- Source partner
- Status
- Source
Action
Write
- Deal
- Source partner
- Role
- Source
- Use default rewards
Action
Write
- Stage
- Close date
- Currency
- Create a new contact?
- Additional properties (Obsolete - Do not use)
Action
Write
- ID
  Required
- Stage
- Close date
- Currency
- Additional properties (Obsolete - Do not use)
Action
Write
- Lead
Action
Write
- Source partner
- Assigned contact
- Is the partner the source?
- Currency
- Tracking code
- Status
- Note
- Additional properties (Obsolete - Do not use)
Action
Write
- ID
  Required
- Source partner
- Currency
- Note
- Additional properties (Obsolete - Do not use)
Action
Write
- Partner Application
  Required
- Has access to Kiflo?
Action
Write
- Certification
  Required
- Partner Team Member
  Required
- Status
Action
Write
- Name
  Required
- Status
- Partner program
- Onboarding stage
- Group
- Role
- Payout provider
- Language
Action
Write
- ID
  Required
- Name
  Required
- Status
- Prospection stage
- Onboarding stage
- Partner program
- Currency
- Group
- Payout provider
- Language
Action
Write
- Source partner
- Currency
- Reward Type
- Reward Status
- Threshold
- From
- To
Action
Write
- ID
  Required
Action
Write
- Source partner
- Amount
  Required
- Currency
- Reward Type
- Comment
  Required
Action
Write
- Name
  Required
Action
Search
- Field to Search By
  Required
Action
Search
- Field to Search By
  Required
Action
Search
- Email
  Required
Action
Search
- Field to Search By
  Required
Action
Search
- Field to Search By
  Required
Action
Search or write
- Field to Search By
  Required
- Stage
- Close date
- Currency
- Create a new contact?
- Additional properties (Obsolete - Do not use)
Action
Search or write
- Field to Search By
  Required
- Name
  Required
- Status
- Partner program
- Onboarding stage
- Group
- Role
- Payout provider
- Language
Action
Search or write
- Business
  Required
Trigger
Polling
Try It
- Business
  Required
- Name
  Required
- Account Number
- Currency
- First Name
- Last Name
- Email
  Required
- Phone Number
- Toll Free Number
- Mobile Number
- Fax Number
- Website
- Address1
- Address2
- City
- Country
  Required
- Postal Code
- Shipping Contact
- Shipping Delivery Instructions
- Shipping Phone Number
- Shipping Address1
- Shipping Address2
- Shipping City
- Shipping Country
- Shipping Postal Code
Action
Write
- Business
  Required
- Name
  Required
- Item Description
- Price
  Required
Action
Write
- Business
  Required
- Email
  Required
Action
Search
- Business
  Required
- Email
  Required
- Name
  Required
- Account Number
- Currency
- First Name
- Last Name
- Phone Number
- Toll Free Number
- Mobile Number
- Fax Number
- Website
- Address1
- Address2
- City
- Country
  Required
- Postal Code
- Shipping Contact
- Shipping Delivery Instructions
- Shipping Phone Number
- Shipping Address1
- Shipping Address2
- Shipping City
- Shipping Country
- Shipping Postal Code
Action
Search or write

Learn how to automate Wave on the Zapier blog

About Kiflo PRM

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

Learn moreLearn moreHelpHelp

Related categories

About Wave

Wave's invoicing and accounting software is completely free, and has no usage limits or restrictions. Optional Payment Processing and Payroll services are fully integrated to create a seamless platform for your business finances.

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