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Choose a Trigger

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

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 "Create Assignment" in WorkRamp.

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Zapier seamlessly connects Kiflo PRM and WorkRamp, 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 Updated
Triggers when a business plan objective's current value is updated.
Trigger
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Contact Updated
Triggers when a property on an existing contact is updated.
Trigger
Instant
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Customer Updated
Triggers when a new customer is updated.
Trigger
Instant
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Deal Added
Triggers when a new deal is added.
Trigger
Instant
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Deal Stage Changed
Triggers when a deal moves to a new stage.
Trigger
Instant
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Deal Updated
Triggers when a property on an existing deal is updated.
Trigger
Instant
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Lead Added
Triggers when a new lead is added.
Trigger
Instant
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Lead Refused
Triggers when a new lead is refused.
Trigger
Instant
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Partner Application Accepted
Triggers when a partner application is accepted.
Trigger
Instant
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Partner Application Rejected
Triggers when a partner application is rejected.
Trigger
Instant
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Partner Note Added
Triggers when a new note is added on a partner.
Trigger
Instant
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Partner Prospection Stage Updated
Triggers when the prospection stage of a partner is updated.
Trigger
Instant
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Payout Created
Triggers when a new payout is created.
Trigger
Instant
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Partner Added to Program Level
Triggers when a partner as added to a new program level.
Trigger
Instant
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Team Member Added
Triggers when a new team member is added to an existing partner.
Trigger
Instant
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Transaction Updated
Triggers when a new transaction is updated.
Trigger
Instant
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Create Contact
Creates a new contact.
Action
Write
- Source partner
- Status
- Source
Action
Write
- Deal
  Required
- Note
- Is note visible to partner?
Action
Write
- Deal
  Required
- Customer
  Required
Action
Write
- Deal
  Required
- Note
  Required
- Is note visible to partner?
Action
Write
- Lead
  Required
- Note
- Is note visible to partner?
Action
Write
- Lead
  Required
Action
Write
- Lead
  Required
- Note
  Required
- Is note visible to partner?
Action
Write
- Create note on
  Required
- Content
  Required
Action
Write
- Partner Application
  Required
Action
Write
- Partner Team Member
  Required
- Email Template
  Required
Action
Write
- Partner ID
  Required
- Onboarding Pipeline ID
  Required
- Onboarding Stage ID
Action
Write
- Payout
  Required
Action
Write
- Payout
  Required
Action
Write
- Payout
  Required
- Partner should validate rewards
- Partner should attach an invoice
Action
Write
- Currency
  Required
- Partner
- Customer
- 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
- Assigned 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
  Required
- Partner
- Customer
- Deal
Action
Search or write
[Employee] Assignment Created: Challenge
Triggers when a new Employee Learning Cloud Challenge Assignment is created
Trigger
Instant
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[Employee] Assignment Created: Guide
Triggers when a new Employee Learning Cloud Guide Assignment is created
Trigger
Instant
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[Employee] Assignment Created: Path
Triggers when a new Employee Learning Cloud Path Assignment is created
Trigger
Instant
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[Employee] Assignment Created: Resource
Triggers when a new Employee Learning Cloud Resource Assignment is created
Trigger
Instant
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[Employee] Assignment Created: Scorm
Triggers when a new Employee Learning Cloud SCORM Assignment is created
Trigger
Instant
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[Employee] User Deleted
Triggers when an Employee Learning Cloud User is deleted
Trigger
Instant
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- Academy ID
  Required
Trigger
Instant
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- User Type
  Required
- Email
- Training Id
  Required
- Due Date
- Training Type
- Academy Id
- Training Type
Action
Write
- User Type
  Required
- User's Email
  Required
- Name
- Email
- Deactivate User?
- Overwrite Custom Attributes?
- Custom Attributes
- Attribute Explainer
Action
Write
- User Type
  Required
- Name
- Email
  Required
- Custom Attributes
- Explanation
- Include Deactviated?
- Academy Id
- Status
- Custom Attribute Explanation
Action
Search or write

Contact Added
Triggers when a new contact is added.
Trigger
Instant
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Customer Added
Triggers when a new customer is added.
Trigger
Instant
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Deal Accepted
Triggers when a new deal is accepted.
Trigger
Instant
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Deal Note Added
Triggers when a new note is added on a deal.
Trigger
Instant
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Deal Refused
Triggers when a new deal is refused.
Trigger
Instant
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Lead Accepted
Triggers when a new lead is accepted.
Trigger
Instant
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Lead Note Added
Triggers when a new note is added on a lead.
Trigger
Instant
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Lead Updated
Triggers when a new lead is updated.
Trigger
Instant
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Partner Application Added
Triggers when a new partner application is added.
Trigger
Instant
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Partner Added
Triggers when a new partner is added.
Trigger
Instant
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Partner Onboarding Stage Updated
Triggers when a partner moves to a new onboarding stage.
Trigger
Instant
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Partner Updated
Triggers when a new partner is updated.
Trigger
Instant
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Payout Status Changed
Triggers when a payout status has changed.
Trigger
Instant
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Reward Created
Triggers when a new reward is created.
Trigger
Instant
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Transaction Added
Triggers when a new transaction is added.
Trigger
Instant
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- Lead
- Deal
- Name
  Required
- Source Name
  Required
- Source URL
Action
Write
- ID
  Required
Action
Write
- ID
  Required
- Partner
- Status
- Source
Action
Write
- Deal ID
  Required
- Partner ID
  Required
- 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
  Required
Action
Write
- Assigned partner
- Assigned contact
- Is the partner the source?
- Currency
- Tracking code
- Status
- Note
- Additional properties (Obsolete - Do not use)
Action
Write
- ID
  Required
- 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
  Required
Action
Write
- Partner name
  Required
- Status
- Partner program
- Onboarding stage
- Group
- Partner type
- Payout provider
- Language
Action
Write
- ID
  Required
- Partner name
- Status
- Prospection stage
- Onboarding stage
- Partner program
- Currency
- Group
- Payout provider
- Language
Action
Write
- Partner
- Currency
- Reward Type
- Reward Status
- Threshold
- From
- To
Action
Write
- ID
  Required
Action
Write
- Partner
- Amount
  Required
- Currency
  Required
- Reward type
  Required
- 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
- Partner name
  Required
- Status
- Partner program
- Onboarding stage
- Group
- Partner type
- Payout provider
- Language
Action
Search or write
[Employee] Assignment Completed: Challenge
Triggers when an Employee Learning Cloud Challenge Assignment is completed
Trigger
Instant
Try It
[Employee] Assignment Completed: Guide
Triggers when an Employee Learning Cloud Guide Assignment is completed
Trigger
Instant
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[Employee] Assignment Completed: Path
Triggers when an Employee Learning Cloud Path Assignment is completed
Trigger
Instant
Try It
[Employee] Assignment Completed: Resource
Triggers when an Employee Learning Cloud Resource Assignment is completed
Trigger
Instant
Try It
[Employee] Assignment Completed: Scorm
Triggers when an Employee Learning Cloud SCORM Assignment is completed
Trigger
Instant
Try It
[Employee] User Created
Triggers when a new Employee Learning Cloud User is created
Trigger
Instant
Try It
- User Type
  Required
- Academy Id (required for Customer user data only)
Trigger
Instant
Try It
- User Type
  Required
- Academy Id (required for Customer user data only)
Trigger
Instant
Try It
- User Type
  Required
- Email
  Required
- Name
- Custom Attributes
- Custom Attribute Explanation
- Academy Id
- Explanation
Action
Write
- User Type
  Required
- Name
- Email
- Custom Attribute(s)
- Custom Attribute Explanation
- Include Deactviated?
- Academy Id
- Status
Action
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Connect Kiflo PRM and WorkRamp 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.

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.

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.

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.

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.

Make work flow with AI

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

Learn about AI automation

About Kiflo PRM

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

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Related categories

Sales & CRM

About WorkRamp

WorkRamp is the All-in-One Platform that powers learning as a growth engine for the modern enterprise.