Trolley + Klipfolio Integrations
How to connect Trolley + Klipfolio
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Payment Status
Filter results to only trigger on payments with a specific payment status. If a specific status is not chosen, it will default to all.
Try ItBatch IDRequired
ID of the batch where a new payment is to be added.
Recipient IDRequired
AmountRequired
CurrencyRequired
Trolley can accept all ISO 4217 3 character currency codes.
Payment Memo
EmailRequired
Name of Business
Required if you'd like to create an Business type recipient
First Name
Required if you'd like to create an Individual type recipient. Optionally can provide contact persons first name for Business type recipients.
Last Name
Required if you'd like to create an Individual type recipient. Optionally can provide contact persons last name for Business type recipients.
Street
If you include an address, Street is required.
Street 2
City
Postal Code
Phone
Country
If you include an address, Country Code is required. Country codes must be two letter ISO 3166-1 codes.
State/Province
Reference ID
Recipient reference ID as assigned by your business. Defaults to email address.
Passport Number
Date of Birth
Batch IDRequired
Recipient Updated
Triggers when a recipient is updated.
Try ItCurrency of payment (optional)
Trolley can accept all ISO-4217 3 character currency codes.
Description (optional)
Recipient ID
Recipient ID, Email, or Reference ID must be provided.
Email
Recipient ID, Email, or Reference ID must be provided.
Reference ID
Recipient ID, Email, or Reference ID must be provided.
AmountRequired
CurrencyRequired
Trolley can accept all ISO 4217 3 character currency codes.
Cover Fees
Payment Memo
Batch Description
RecipientRequired
How Trolley + Klipfolio Integrations Work
- Step 1: Authenticate Trolley and Klipfolio.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
About Trolley
Related categories
About Klipfolio
Related categories
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