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  • Xero logoXero logo

Kiflo PRM + Xero Integrations

How to connect Kiflo PRM + Xero

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  • Kiflo PRM triggers, actions, and search
    Contact Added
    Triggers when a new contact is added.
    Trigger
    Instant
  • Kiflo PRM triggers, actions, and search
    Contact Updated
    Triggers when a property on an existing contact is updated.
    Trigger
    Instant
  • Kiflo PRM triggers, actions, and search
    Customer Added
    Triggers when a new customer is added.
    Trigger
    Instant
  • Kiflo PRM triggers, actions, and search
    Customer Updated
    Triggers when a new customer is updated.
    Trigger
    Instant
  • Kiflo PRM triggers, actions, and search
    Deal Accepted
    Triggers when a new deal is accepted.
    Trigger
    Instant
  • Kiflo PRM triggers, actions, and search
    Deal Added
    Triggers when a new deal is added.
    Trigger
    Instant
  • Kiflo PRM triggers, actions, and search
    Deal Note Added
    Triggers when a new note is added on a deal.
    Trigger
    Instant
  • Kiflo PRM triggers, actions, and search
    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

  • Xero

    Triggers when a new bank transaction is created.

    Scheduled

    Trigger

  • Xero

    Triggers when you add a new bill. (Accounts Payable)

    Scheduled

    Trigger

  • Xero

    Triggers when you add a new contact.

    Scheduled

    Trigger

  • Xero

    Triggers when you receive a new payment.

    Scheduled

    Trigger

  • Xero

    Triggers when a new purchase order is created or enters a status for the first time.

    Scheduled

    Trigger

  • Xero

    Triggers when a new quote is created.

    Scheduled

    Trigger

  • Xero

    Triggers when you add a new draft expense claim receipt.

    Scheduled

    Trigger

  • Xero

    Triggers when you add a new sales invoice. (Accounts Receivable)

    Scheduled

    Trigger

  • Xero

    Adds line items to an existing sales invoice.

    Scheduled

    Action

  • Xero

    Creates a new Spend/Receive Money bank transaction.

    Scheduled

    Action

  • Xero

    Transfers money between two bank accounts.

    Scheduled

    Action

  • Xero

    Creates a new contact or updates a contact if a contact already exists.

    Scheduled

    Action

  • Xero

    Creates a new quote draft.

    Scheduled

    Action

  • Xero

    Creates a new credit note for a contact.

    Scheduled

    Action

  • Xero

    Sends an invoice via email.

    Scheduled

    Action

  • Xero

    Creates a new bill (Accounts Payable).

    Scheduled

    Action

  • Xero

    Creates a new sales invoice (Accounts Receivable).

    Scheduled

    Action

  • Xero

    Applies a payment to an invoice.

    Scheduled

    Action

  • Xero

    Creates a new purchase order for a contact.

    Scheduled

    Action

  • Xero

    Finds a contact by name or account number.

    Scheduled

    Action

  • Xero

    Finds an invoice by number or reference.

    Scheduled

    Action

  • Xero

    Finds or creates a specific contact.

    Scheduled

    Action

How Kiflo PRM + Xero Integrations Work

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

About Kiflo PRM

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

Related categories

xero logo
xero logo

About Xero

Xero is an accounting app that lets you track businesses expenses and accounting with intuitive mobile apps and web interfaces for point-of-sale, ecommerce, time-tracking, and more.

Related categories

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