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.

When this happens...
New Payment
Triggers when you receive a new payment.
TriggerScheduled
automatically do this...
Find Contact
Finds a contact by name or account number.
ActionSearch
then 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 Bank Transaction
Triggers when a new bank transaction is created.
Trigger
Scheduled
New Bill
Triggers when you add a new bill. (Accounts Payable)
Trigger
Scheduled
New Contact
Triggers when you add a new contact.
Trigger
Scheduled
New Payment
Triggers when you receive a new payment.
Trigger
Scheduled
New Purchase Order
Triggers when a new purchase order is created or enters a status for the first time.
Trigger
Scheduled
New Quote
Triggers when a new quote is created.
Trigger
Scheduled
New Expense Claim Receipt
Triggers when you add a new draft expense claim receipt.
Trigger
Scheduled
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

About Kiflo PRM

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

Related categories

Sales & CRM

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.