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Launch your first automated workflow
Start with a template that brings Kiflo PRM and Slack together. Build enterprise-grade automation in minutes.
Our most popular template
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Choose a trigger
A trigger is the event that starts your Zap—like a "Business Plan Objective Updated" from Kiflo PRM.
Add your action
An action happens after the trigger—such as "Add Reminder" in Slack.
You’re connected!
Zapier seamlessly connects Kiflo PRM and Slack, automating your workflow.
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.
Business Plan Objective UpdatedTriggers when a business plan objective's current value is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Contact UpdatedTriggers when a property on an existing contact is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Customer UpdatedTriggers when a new customer is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Deal AddedTriggers when a new deal is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Deal Stage ChangedTriggers when a deal moves to a new stage.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Deal UpdatedTriggers when a property on an existing deal is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Lead AddedTriggers when a new lead is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Lead RefusedTriggers when a new lead is refused.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Partner Application AcceptedTriggers when a partner application is accepted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Partner Application RejectedTriggers when a partner application is rejected.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Partner Note AddedTriggers when a new note is added on a partner.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Partner Prospection Stage UpdatedTriggers when the prospection stage of a partner is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Payout CreatedTriggers when a new payout is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Partner Added to Program LevelTriggers when a partner as added to a new program level.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Team Member AddedTriggers when a new team member is added to an existing partner.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Transaction UpdatedTriggers when a new transaction is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Create ContactCreates a new contact.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Source partner
- Status
- Source
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- DealRequired
- Note
- Is note visible to partner?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- DealRequired
- CustomerRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- DealRequired
- NoteRequired
- Is note visible to partner?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- LeadRequired
- Note
- Is note visible to partner?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- LeadRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- LeadRequired
- NoteRequired
- Is note visible to partner?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Create note onRequired
- ContentRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Partner ApplicationRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Partner Team MemberRequired
- Email TemplateRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Partner IDRequired
- Onboarding Pipeline IDRequired
- Onboarding Stage ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- PayoutRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- PayoutRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- PayoutRequired
- Partner should validate rewards
- Partner should attach an invoice
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CurrencyRequired
- Partner
- Customer
- Deal
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Field to Search ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Field to Search ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Field to Search ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Field to Search ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Field to Search ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Field to Search ByRequired
- Source partner
- Status
- Source
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Field to Search ByRequired
- Assigned partner
- Assigned contact
- Is the partner the source?
- Currency
- Tracking code
- Status
- Note
- Additional properties (Obsolete - Do not use)
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Field to Search ByRequired
- CurrencyRequired
- Partner
- Customer
- Deal
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
New ChannelTriggers when a new #channel is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Username
- Highlight Word
- Trigger for Bot Messages?
- Only Public Channels?
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- ChannelRequired
- Trigger for Bot Messages?
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New Saved MessageTriggers when you save a message.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- TextRequired
- Remind when?Required
- Remind who?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Conversation IDRequired
- Scheduled AsRequired
- Scheduled Message IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ChannelRequired
- Add Zapier app to channel automatically?
- Message TextRequired
- Send as a bot?
- Bot Name
- Bot Icon
- Include a link to this Zap?
- Attach Image by URL
- Auto-Expand Links?
- Link Usernames and Channel Names?
- Schedule At
- File
- Thread
- Send Channel Message?
- Zap_id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Send Multi Message
- Message TextRequired
- Send as a bot?
- Include a link to this Zap?
- Attach Image by URL
- Auto-Expand Links?
- Link Usernames and Channel Names?
- Schedule At
- Zap_id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Channel NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Status_copy
- Approval request messageRequired
- Send message asRequired
- Approval typeRequired
- Zap_id
- Include a link to this Zap?
- Approve button URL
- Approve button label
- Add decline button
- Add details button
- Require confirmation
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- First Name
- Last Name
- Title
- Email
- Display Name
- User
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
Get Message by TimestampThis action retrieves a specific message from a conversation history in Slack using the message's timestamp.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
Retrieve Thread MessagesThis action retrieves all the messages sent to a specific thread in a selected channel.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
Create Private ChannelThis action creates a private channel in Slack.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Conversation IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Conversation IDRequired
- Message ID (ts)Required
ActionThis is an event a Zap performs.SearchFind existing data in your app- Conversation IDRequired
- Message TS (ID)Required
ActionThis is an event a Zap performs.SearchFind existing data in your app- EmailRequired
- Return Raw Results?
ActionThis is an event a Zap performs.SearchFind existing data in your app- Full NameRequired
- Return Raw Results?
ActionThis is an event a Zap performs.SearchFind existing data in your app
Contact AddedTriggers when a new contact is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Customer AddedTriggers when a new customer is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Deal AcceptedTriggers when a new deal is accepted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Deal Note AddedTriggers when a new note is added on a deal.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Deal RefusedTriggers when a new deal is refused.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Lead AcceptedTriggers when a new lead is accepted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Lead Note AddedTriggers when a new note is added on a lead.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Lead UpdatedTriggers when a new lead is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Partner Application AddedTriggers when a new partner application is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Partner AddedTriggers when a new partner is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Partner Onboarding Stage UpdatedTriggers when a partner moves to a new onboarding stage.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Partner UpdatedTriggers when a new partner is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Payout Status ChangedTriggers when a payout status has changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Reward CreatedTriggers when a new reward is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Transaction AddedTriggers when a new transaction is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Lead
- Deal
- NameRequired
- Source NameRequired
- Source URL
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IDRequired
- Partner
- Status
- Source
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Deal IDRequired
- Partner IDRequired
- Role
- Source
- Use default rewards
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Stage
- Close date
- Currency
- Create a new contact?
- Additional properties (Obsolete - Do not use)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IDRequired
- Stage
- Close Date
- Currency
- Additional properties (Obsolete - Do not use)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- LeadRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Assigned partner
- Assigned contact
- Is the partner the source?
- Currency
- Tracking code
- Status
- Note
- Additional properties (Obsolete - Do not use)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IDRequired
- Partner
- Currency
- Note
- Additional properties (Obsolete - Do not use)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Partner ApplicationRequired
- Has access to Kiflo?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CertificationRequired
- Partner Team MemberRequired
- StatusRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Partner nameRequired
- Status
- Partner program
- Onboarding stage
- Group
- Partner type
- Payout provider
- Language
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IDRequired
- Partner name
- Status
- Prospection stage
- Onboarding stage
- Partner program
- Currency
- Group
- Payout provider
- Language
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Partner
- Currency
- Reward Type
- Reward Status
- Threshold
- From
- To
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Partner
- AmountRequired
- CurrencyRequired
- Reward typeRequired
- CommentRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Field to Search ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Field to Search ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- EmailRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Field to Search ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Field to Search ByRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Field to Search ByRequired
- Stage
- Close date
- Currency
- Create a new contact?
- Additional properties (Obsolete - Do not use)
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Field to Search ByRequired
- Partner nameRequired
- Status
- Partner program
- Onboarding stage
- Group
- Partner type
- Payout provider
- Language
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Trigger for Bot Messages?
- Optimized data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- ChannelRequired
- Trigger for Bot Messages?
- Optimized data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Channel
- User Name
- Shared
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Search QueryRequired
- Optimized data
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Conversation ID
- Reaction
- Member ID
- Message Author ID
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Zap Identifier
- Access type
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New UserTriggers when a new Slack user is created / first joins your org.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Conversation IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ChannelRequired
- UsersRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Allowed_delete_copy
- Conversation IDRequired
- Message TS (ID)Required
- Posted By
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Allowed_edit_copy
- Conversation IDRequired
- Message TS (ID)Required
- Posted By
- Content Type
- Reply Broadcast
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ChannelRequired
- Add Zapier app to channel automatically?
- Message TextRequired
- Send as a bot?
- Bot Name
- Bot Icon
- Include a link to this Zap?
- Attach Image by URL
- Auto-Expand Links?
- Link Usernames and Channel Names?
- Schedule At
- Zap_id
- File
- Thread
- Send Channel Message?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ChannelRequired
- TopicRequired
- Topic set by
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Status Text
- Status Emoji
- Expiration Time
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
Remove User from ChannelThis action removes a specified user from a specified channel in Slack.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
Edit MessageThis action updates a specific message sent by the same Authenticated user on Slack. You need to provide the Channel ID, the Timestamp of the message to be edited, and the new text for the message.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
Find Public ChannelThis action will find a public channel in Slack using either the channel's ID or name.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
Delete MessageThis action deletes an existing message in a specific channel on Slack. You need to provide the channel ID and the message timestamp as inputs.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Conversation IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Conversation IDRequired
- Message ID (ts)Required
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search QueryRequired
- Sort By
- Sort Direction
ActionThis is an event a Zap performs.SearchFind existing data in your app- IDRequired
- Return Raw Results?
ActionThis is an event a Zap performs.SearchFind existing data in your app- UsernameRequired
- Return Raw Results?
ActionThis is an event a Zap performs.SearchFind existing data in your app
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Connect Kiflo PRM and Slack 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.




