• Kiflo PRM logoKiflo PRM logo
  • Xero logoXero logo

Kiflo PRM + Xero

Generate transactions in Kiflo PRM for new Xero payments

This integration lets you automatically create a new transaction in Kiflo PRM for every new payment generated in your Xero account. Automate the creation of transactions in Kiflo PRM and trigger the appropriate rewards without any added clicks or keystrokes.

This integration lets you automatically create a new transaction in Kiflo PRM for every new payment generated in your Xero account. Automate the creation of transactions in Kiflo PRM and trigger the appropriate rewards without any added clicks or keystrokes.

  1. When this happens...
    XeroXero
    New Payment

    Triggers when you receive a new payment.

    TriggerScheduled
  2. automatically do this...
    XeroXero
    Find Contact

    Finds a contact by name or account number.

    ActionSearch
  3. then do this...
    Kiflo PRMKiflo PRM
    Find a Customer

    Finds an existing customer.

    ActionSearch
  4. then do this!
    Kiflo PRMKiflo PRM
    Create Transaction

    Creates a new transaction.

    ActionWrite
  • Xero triggers, actions, and search
    New Bank Transaction
    Triggers when a new bank transaction is created.
    Trigger
    Scheduled
  • Xero triggers, actions, and search
    New Bill
    Triggers when you add a new bill. (Accounts Payable)
    Trigger
    Scheduled
  • Xero triggers, actions, and search
    New Contact
    Triggers when you add a new contact.
    Trigger
    Scheduled
  • Xero triggers, actions, and search
    New Payment
    Triggers when you receive a new payment.
    Trigger
    Scheduled
  • Xero triggers, actions, and search
    New Purchase Order
    Triggers when a new purchase order is created or enters a status for the first time.
    Trigger
    Scheduled
  • Xero triggers, actions, and search
    New Quote
    Triggers when a new quote is created.
    Trigger
    Scheduled
  • Xero triggers, actions, and search
    New Expense Claim Receipt
    Triggers when you add a new draft expense claim receipt.
    Trigger
    Scheduled
  • Xero triggers, actions, and search
    New Sales Invoice
    Triggers when you add a new sales invoice. (Accounts Receivable)
    Trigger
    Scheduled
  • 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

  • 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

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About Kiflo PRM

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

Related categories

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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.

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