Connect Zoho Billing to Kiflo PRM and automate any workflow
![Zoho Billing](https://zapier-images.imgix.net/storage/services/de7b6b55ac7da8d89011bda71e0a5b32.png?auto=format&ixlib=react-9.8.1&q=50&fit=crop&h=30&w=30)
![Zoho Billing](https://zapier-images.imgix.net/storage/services/de7b6b55ac7da8d89011bda71e0a5b32.png?auto=format&ixlib=react-9.8.1&q=50&fit=crop&h=60&w=60)
![Kiflo PRM](https://zapier-images.imgix.net/storage/developer_cli/3b5ad759e03451ffa66de2a335694eda.png?auto=format&ixlib=react-9.8.1&q=50&fit=crop&h=30&w=30)
![Kiflo PRM](https://zapier-images.imgix.net/storage/developer_cli/3b5ad759e03451ffa66de2a335694eda.png?auto=format&ixlib=react-9.8.1&q=50&fit=crop&h=60&w=60)
Top companies trust Zapier to automate work that solves their unique business problems—no coding required.
How Zapier works
Zapier makes it easy to integrate Zoho Billing with Kiflo PRM - no code necessary. See how you can get setup in minutes.
Select a trigger from Zoho Billing
![A trigger is the event that kicks off your automated workflow.](https://res.cloudinary.com/zapier-media/image/upload/q_auto,f_auto/v1703713159/App%20Directory/2S%20Page/First_content_row_mqocjq.png)
Setup an action from Kiflo PRM
![An action is the event that your automated workflow performs when triggered.](https://res.cloudinary.com/zapier-media/image/upload/q_auto,f_auto/v1703713241/App%20Directory/2S%20Page/Second_content_row_majysk.png)
That’s it! You just connected Zoho Billing to Kiflo PRM
![Triggers and actions are the main components of every automated workflow.](https://res.cloudinary.com/zapier-media/image/upload/q_auto,f_auto/v1703713241/App%20Directory/2S%20Page/Third_content_row_nghpr1.png)
Connect Zoho Billing and Kiflo PRM 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
![An illustration representing how to automate lead management with Zapier.](https://res.cloudinary.com/zapier-media/image/upload/q_auto,f_auto/v1703713466/App%20Directory/2S%20Page/First_option_apbx4e.png)
Connect Zoho Billing and Kiflo PRM to unlock the power of automation
With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.
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.
- OrganizationsRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- OrganizationsRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- OrganizationsRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- OrganizationsRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- OrganizationsRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- OrganizationsRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- OrganizationsRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- OrganizationsRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- OrganizationsRequired
- Invoice IDRequired
- Payment ModeRequired
- Description
- Reference Number
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationsRequired
- VAT Treatment
- Display NameRequired
- First Name
- Last Name
- EmailRequired
- Company Name
- Website
- Payment Terms
- Mobile
- Work Phone
- Currency Code
- Billing Address Street
- Billing Address City
- Billing Address State
- Billing Address Country
- Billing Address ZIP
- Billing Address Fax
- Shipping Address Street
- Shipping Address City
- Shipping Address State
- Shipping Address Country
- Shipping Address ZIP
- Shipping Address Fax
- Notes
- Custom Fields
- Enable Portal
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationsRequired
- Customer NameRequired
- Invoice Number
- Invoice Date
- Due Date
- Reference Number
- Payment Terms
- NameRequired
- RateRequired
- QuantityRequired
- Description
- Line Item Discount
- Tax Rate
- Exchange Rate
- Discount
- Discount Before Tax
- Discount Type
- Notes
- Credit Note Terms
- Allow Partial Payments
- Shipping Charge
- Adjustments
- Adjustment Description
- Salesperson Name
- Tax Inclusive
- Payment Gateway
- Paypal Payment Method
- Send Quote Only to Primary Contact
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationsRequired
- Plan CodeRequired
- QuantityRequired
- Addons
- Coupon Code
- Starts At
- Customer
- EmailRequired
- Display NameRequired
- First Name
- Last Name
- Company Name
- Website
- Mobile
- Work Phone
- Currency Code
- Payment Terms
- Enable Portal
- Billing Address Street
- Billing Address City
- Billing Address State
- Billing Address ZIP
- Billing Address Country
- Billing Address Fax
- Shipping Address Street
- Shipping Address City
- Shipping Address State
- Shipping Address ZIP
- Shipping Address Country
- Shipping Address Fax
- Contact Persons
- Customer Custom Fields
- Exchange Rate
- Notes
- Reference
- Sales Person Name
- Custom Fields
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationsRequired
- Customer IDRequired
- Display NameRequired
- First Name
- Last Name
- EmailRequired
- Company Name
- Website
- Payment Terms
- Mobile
- Work Phone
- Currency Code
- Billing Address Street
- Billing Address City
- Billing Address State
- Billing Address Country
- Billing Address ZIP
- Billing Address Fax
- Shipping Address Street
- Shipping Address City
- Shipping Address State
- Shipping Address Country
- Shipping Address ZIP
- Shipping Address Fax
- Notes
- Custom Fields
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationsRequired
- Invoice Number
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
- Source partner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Deal
- Source partner
- 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
- 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
- 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.- Lead
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Source 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
- Source 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
- Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Source partner
- Onboarding Pipeline IDRequired
- Onboarding stage
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.- Currency
- Source partner
- CustomerRequired
- 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
- 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
- Source 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
- Currency
- Source partner
- CustomerRequired
- 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
- OrganizationsRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- OrganizationsRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- OrganizationsRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- OrganizationsRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- OrganizationsRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- OrganizationsRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- OrganizationsRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- OrganizationsRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- OrganizationsRequired
- Credit Note Number
- Customer NameRequired
- Reason
- Credit Note Date
- NameRequired
- RateRequired
- QuantityRequired
- Discount
- Description
- Discount Type
- Discount
- Exchange Rate
- Notes
- Credit Note Terms
- Shipping Charge
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationsRequired
- Quote Number
- Customer NameRequired
- Quote Date
- Expiry Date
- NameRequired
- RateRequired
- QuantityRequired
- Discount
- Description
- Discount Type
- Discount
- Exchange Rate
- Quote Notes
- Credit Note Terms
- Shipping Charge
- Send Quote Only to Primary Contact
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationsRequired
- NameRequired
- RateRequired
- Description
- SKU
- Unit
- Is Taxable
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationsRequired
- Retainer Invoice Number
- Customer NameRequired
- Retainer Invoice Date
- Description
- RateRequired
- Notes
- Credit Note Terms
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationsRequired
- Display NameRequired
- EmailRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- 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
- Source
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Deal
- 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.- Deal
- CustomerRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Deal
- 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.- Lead
- 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.- Lead
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Lead
- 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.- 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.- NameRequired
- Status
- Partner program
- Onboarding stage
- Group
- Role
- Payout provider
- Language
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IDRequired
- NameRequired
- 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.- Source 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.- Source partner
- AmountRequired
- Currency
- Reward Type
- 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
- 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
- NameRequired
- Status
- Partner program
- Onboarding stage
- Group
- Role
- 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