Axonaut + Kiflo PRM
Create opportunities in Axonaut when deals are updated in Kiflo PRM
Effortlessly manage your sales pipeline by connecting Kiflo PRM and Axonaut with this powerful workflow. With each updated deal in Kiflo PRM, an opportunity will be created in Axonaut, ensuring your team stays up-to-date and organized. Boost your productivity while keeping the sales process seamless and efficient with this dynamic automation.
Effortlessly manage your sales pipeline by connecting Kiflo PRM and Axonaut with this powerful workflow. With each updated deal in Kiflo PRM, an opportunity will be created in Axonaut, ensuring your team stays up-to-date and organized. Boost your productivity while keeping the sales process seamless and efficient with this dynamic automation.
- When this happens...
Deal UpdatedTriggers when a property on an existing deal is updated.
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Create OpportunityCreates an opportunity
ActionWriteCreate a new record or update an existing record in your app.
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Business Plan Objective Updated
Triggers when a business plan objective's current value is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Contact Updated
Triggers when a property on an existing contact is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Customer Updated
Triggers when a new customer is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Deal Added
Triggers when a new deal is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Deal Stage Changed
Triggers when a deal moves to a new stage.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Deal Updated
Triggers when a property on an existing deal is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Lead Added
Triggers when a new lead is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Lead Refused
Triggers when a new lead is refused.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Partner Application Accepted
Triggers when a partner application is accepted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Partner Application Rejected
Triggers when a partner application is rejected.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Partner Note Added
Triggers 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 Updated
Triggers when the prospection stage of a partner is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Payout Created
Triggers when a new payout is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Partner Added to Program Level
Triggers 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 Added
Triggers 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 Updated
Triggers when a new transaction is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Create Contact
Creates 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 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
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 appField to Search ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appField to Search ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appEmailRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appField to Search ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appField 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 foundField 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 foundField 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
New Axonaut User
Triggers when a new Axonaut user is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Company
Triggers when a new company is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Employee
Triggers when a new employee is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Invoice
Triggers when a new invoice is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Product
Triggers when a new product is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Ticket
Triggers when a new support ticket is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planCompany IDRequired
Employee firstname
Employee lastname
Employee email
Employee phone number
Employee cellphone number
Employee job
Employee custom fields
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Expense title
supplier id
Supplier thirdparty code
Expense date
Expense amount
Tax rate
Tax accounting code
Tax amountRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Invoice IdRequired
Invoice NatureRequired
Payment amountRequired
Payment DateRequired
Payment Reference
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Product nameRequired
Product price
Product tax rate
Product type
Product description
Product internal ID
Product code
Product weight
Product location
Product stock
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company IdRequired
Quotation Online Payment
Name
Price
Tax rate
Quantity
Description
Id
Internal Id
Tips
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Ticket titleRequired
Ticket description
Ticket priority
Ticket company ID
Ticket project ID
Ticket custom fields
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Product IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contract IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSupplier IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appEmployee email
Employee phone
ActionThis is an event a Zap performs.SearchFind existing data in your app
Contact Added
Triggers when a new contact is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Customer Added
Triggers when a new customer is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Deal Accepted
Triggers when a new deal is accepted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Deal Note Added
Triggers when a new note is added on a deal.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Deal Refused
Triggers when a new deal is refused.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Lead Accepted
Triggers when a new lead is accepted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Lead Note Added
Triggers when a new note is added on a lead.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Lead Updated
Triggers when a new lead is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Partner Application Added
Triggers when a new partner application is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Partner Added
Triggers when a new partner is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Partner Onboarding Stage Updated
Triggers when a partner moves to a new onboarding stage.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Partner Updated
Triggers when a new partner is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Payout Status Changed
Triggers when a payout status has changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Reward Created
Triggers when a new reward is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Transaction Added
Triggers 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 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 appField to Search ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appField to Search ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appField to Search ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appField to Search ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appField 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 foundField 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 foundField 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 foundNew Closed Ticket
Triggers when a ticket is closed.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Contract
Triggers when a new contract is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Expense
Triggers when a new expense is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planOpportunities statusRequired
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Project
Triggers when a new project is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Task
Triggers when a new task is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planCompany nameRequired
Company description
Company address street
Company address zip code
Company address city
Company address country
Company SIRET
Company Intracommunity number
Company Business Manager
Company custom fields
Employee firstname
Employee lastname
Employee Gender
Employee emailRequired
Employee phone number
Employee cellphone number
Employee Job
Employee Custom Fields
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Event Date
Event date timestamp
Event contentRequired
Event company ID
Employee Email
Event title
Event duration
Event nature
Event status
Event users
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Employee emailRequired
Invoice Contract ID
Allow Gocardless Payment
Delivery Address Company Name
Delivery Address Contact Name
Delivery address Street
Delivery address zip code
Delivery address city
Delivery address country
NameRequired
PriceRequired
Tax rate
QuantityRequired
Description
Id
Internal Id
Reference
Unit job costing
Tips
Invoice reference
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company ID
Opportunity name
Opportunity amountRequired
Opportunity comment
Opportunity pipeRequired
Opportunity stepRequired
Business manager emailRequired
Opportunity probabilityRequired
Opportunity custom fields
Employee firstname
Employee lastname
Employee email
Employee phone
Employee cellphone
Employee gender
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company NameRequired
Company Description
Company Address street
Company Address zip code
Company Address city
Company Address country
Company Custom fields
Company categories
Company SIRET
Company Intracommunity number
Company Business Manager
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Supplier nameRequired
Supplier Description
Supplier Address street
Supplier Address zip code
Supplier Address city
Supplier Address country
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Expense IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company idRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appQuotation IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appCompany name
Company Internal id
Company type
Company address city
Company addresse zipcode
ActionThis is an event a Zap performs.SearchFind existing data in your appEmployee email
Employee phone
Company nameRequired
Company description
Company address street
Company address zip code
Company address city
Company address country
Company SIRET
Company Intracommunity number
Company Business Manager
Company custom fields
Employee firstname
Employee lastname
Employee Gender
Employee emailRequired
Employee phone number
Employee cellphone number
Employee Job
Employee Custom Fields
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
About Axonaut
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