Kiflo PRM Integrations

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Create Kiflo PRM transactions for new payments in Chargebee
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Chargebee + Kiflo PRM
Create new Salesforce records each time a deal is added in Kiflo PRM
Premium
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Kiflo PRM + Salesforce
Create new Kiflo PRM partners from Jotform submissions
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Jotform + Kiflo PRM
Add new program-level Kiflo PRM partners to ActiveCampaign automations
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Kiflo PRM + ActiveCampaign

Update Mailchimp subscribers with new Kiflo PRM partners added to program levels
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Kiflo PRM + Mailchimp

Add new Stripe transactions to Kiflo PRM
Details
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Stripe (Legacy) + Kiflo PRM

Create Kiflo PRM transactions for new payments in Chargebee

Details

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Chargebee + Kiflo PRM

Create new Salesforce records each time a deal is added in Kiflo PRM

Premium

Details

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Kiflo PRM + Salesforce

Create new Kiflo PRM partners from Jotform submissions

Details

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Jotform + Kiflo PRM

Add new program-level Kiflo PRM partners to ActiveCampaign automations

Details

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Kiflo PRM + ActiveCampaign

Update Mailchimp subscribers with new Kiflo PRM partners added to program levels

Details

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Kiflo PRM + Mailchimp

Add new Stripe transactions to Kiflo PRM

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Stripe (Legacy) + Kiflo PRM

Supported triggers and actions

What does this mean?

Business Plan Objective Updated
Triggers when a business plan objective's current value is updated.
Trigger
Instant
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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
- DealRequired
- Note
- Is note visible to partner?
Action
Write
- DealRequired
- CustomerRequired
Action
Write
- DealRequired
- NoteRequired
- Is note visible to partner?
Action
Write
- LeadRequired
- Note
- Is note visible to partner?
Action
Write
- LeadRequired
Action
Write
- LeadRequired
- NoteRequired
- Is note visible to partner?
Action
Write
- Create note onRequired
- ContentRequired
Action
Write
- Partner ApplicationRequired
Action
Write
- Partner nameRequired
- Status
- Partner program
- Onboarding stage
- Group
- Partner type
- Payout provider
- Language
Action
Write
- IDRequired
- Partner name
- Status
- Onboarding stage
- Partner program
- Currency
- Group
- Payout provider
- Language
Action
Write
- Partner
- Currency
- Reward Type
- Reward Status
- Threshold
- From
- To
Action
Write
- IDRequired
Action
Write
- Partner
- AmountRequired
- CurrencyRequired
- Reward typeRequired
- CommentRequired
Action
Write
- NameRequired
Action
Search
- Field to Search ByRequired
Action
Search
- Field to Search ByRequired
Action
Search
- EmailRequired
Action
Search
- Field to Search ByRequired
Action
Search
- Field to Search ByRequired
Action
Search or write
- Field to Search ByRequired
- Stage
- Close date
- Currency
- Create a new contact?
- Additional properties (Obsolete - Do not use)
Action
Search or write
- Field to Search ByRequired
- Partner nameRequired
- Status
- Partner program
- Onboarding stage
- Group
- Partner type
- Payout provider
- Language
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
- NameRequired
- Source NameRequired
- Source URL
Action
Write
- IDRequired
Action
Write
- IDRequired
- Partner
- Status
- Source
Action
Write
- Deal IDRequired
- Partner IDRequired
- Role
- Source
- Use default rewards
Action
Write
- Stage
- Close date
- Currency
- Create a new contact?
- Additional properties (Obsolete - Do not use)
Action
Write
- IDRequired
- Stage
- Close Date
- Currency
- Additional properties (Obsolete - Do not use)
Action
Write
- LeadRequired
Action
Write
- Assigned partner
- Assigned contact
- Is the partner the source?
- Currency
- Tracking code
- Status
- Note
- Additional properties (Obsolete - Do not use)
Action
Write
- IDRequired
- Partner
- Currency
- Note
- Additional properties (Obsolete - Do not use)
Action
Write
- Partner ApplicationRequired
- Has access to Kiflo?
Action
Write
- CertificationRequired
- Partner Team MemberRequired
- StatusRequired
Action
Write
- Partner IDRequired
- Onboarding Pipeline IDRequired
- Onboarding Stage ID
Action
Write
- PayoutRequired
Action
Write
- PayoutRequired
Action
Write
- PayoutRequired
- Partner should validate rewards
- Partner should attach an invoice
Action
Write
- CurrencyRequired
- Partner
- Customer
- Deal
Action
Write
- Field to Search ByRequired
Action
Search
- Field to Search ByRequired
Action
Search
- Field to Search ByRequired
Action
Search
- Field to Search ByRequired
Action
Search
- Field to Search ByRequired
Action
Search
- Field to Search ByRequired
- Source partner
- Status
- Source
Action
Search or write
- Field to Search ByRequired
- 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 ByRequired
- CurrencyRequired
- Partner
- Customer
- Deal
Action
Search or write

About Kiflo PRM

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

Learn more Help

Related categories

Sales & CRM

Kiflo PRM Integrations

Kiflo PRM Help & Support

How to Get Started with Kiflo PRM on Zapier

Do more with Kiflo PRM integrations

HubSpot

Salesforce

Pipedrive

Google Sheets

Jotform

Typeform

ActiveCampaign

Chargebee

Airtable

HubSpot

Salesforce

Pipedrive

Google Sheets

Jotform

Typeform

HubSpot

Salesforce

Pipedrive

Google Sheets

Jotform

Typeform

ActiveCampaign

Chargebee

Airtable

Join millions worldwide who automate their work using Zapier

Create Kiflo PRM transactions for new payments in Chargebee

Create new Salesforce records each time a deal is added in Kiflo PRM

Create new Kiflo PRM partners from Jotform submissions

Add new program-level Kiflo PRM partners to ActiveCampaign automations

Update Mailchimp subscribers with new Kiflo PRM partners added to program levels

Add new Stripe transactions to Kiflo PRM

Create Kiflo PRM transactions for new payments in Chargebee

Create new Salesforce records each time a deal is added in Kiflo PRM

Create new Kiflo PRM partners from Jotform submissions

Add new program-level Kiflo PRM partners to ActiveCampaign automations

Update Mailchimp subscribers with new Kiflo PRM partners added to program levels

Add new Stripe transactions to Kiflo PRM

Business Plan Objective Updated

Contact Updated

Customer Updated

Deal Added

Deal Stage Changed

Deal Updated

Lead Added

Lead Refused

Partner Application Accepted

Partner Application Rejected

Partner Note Added

Partner Prospection Stage Updated

Payout Created

Partner Added to Program Level

Team Member Added

Transaction Updated

Create Contact

Create Customer

Accept Deal

Associate Customer to Deal

Refuse Deal

Accept Lead

Convert Lead to Deal

Refuse Lead

Create Note

Reject a Partner Application

Create Partner

Update Partner

Create Payouts

Update Payout

Create Reward

Find a Certification

Find a Customer

Find a Lead

Find a Partner Team Member

Find a Payout

Find or Create a Contact

Find or Create a Deal

Find or Create a Partner