Integrate Schedule by Zapier with Kiflo PRM to automate your work

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1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate Schedule by Zapier with Kiflo PRM - no code necessary. See how you can get setup in minutes.

Select a trigger from Schedule by Zapier

A trigger is an event that starts your Zap and runs the workflow. For example, with Schedule by Zapier, a trigger could be "Custom Frequency."

A trigger is the event that kicks off your automated workflow.

Setup an action from Kiflo PRM

An action is what takes place after the automation is triggered. For example, with Kiflo PRM, the action could be "Create Channel Conflict."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Schedule by Zapier to Kiflo PRM

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

Triggers and actions are the main components of every automated workflow.

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

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93%

Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

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

Make work flow with AI

Level up your Schedule by Zapier to Kiflo PRM integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

Illustration of AI enhancing Zapier workflows with automation and app integrations.

Connect Schedule by Zapier and Kiflo PRM 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.

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.

An illustration representing how to automate lead management with Zapier.

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.

An illustration representing how to measure campaign impact with Zapier.

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.

An illustration representing how to automate customer support with Zapier.

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.

An illustration representing how to move and manage data with Zapier.

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.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Connect Schedule by Zapier and Kiflo PRM to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here

Choose an Action

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.

- Frequency Type
  Required
- Interval
- Start Date
  Required
- Time of Day
  Required
Trigger
Instant
Try It
- Time Offset
- Trigger on weekends?
Trigger
Instant
Try It
- Day of the Week
  Required
- Time of Day
  Required
Trigger
Instant
Try It
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
- 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

- Time of Day
  Required
- Trigger on weekends?
Trigger
Instant
Try It
- Day of the Month
  Required
- Time of Day
  Required
Trigger
Instant
Try It
Business Plan Objective Updated
Triggers when a business plan objective's current value is updated.
Trigger
Instant
Try It
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
- Name
  Required
- Status
- Partner program
- Onboarding stage
- Group
- Role
- Payout provider
- Language
Action
Write
- ID
  Required
- Name
  Required
- Status
- 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

Learn how to automate Schedule by Zapier on the Zapier blog

Learn how to automate Kiflo PRM on the Zapier blog

About Schedule by Zapier

Schedule is a native Zapier app you can use for recurring tasks. Trigger an action every day of the month, every day of the week or every single day. You can also select the hour of the day. If you're a developer, this is similar to a crontab, cronjob or cron.

Learn more Help

Related categories

About Kiflo PRM

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