What you can automate with Zapier
Here are some common use cases teams build with Kiflo on Zapier:- Partner marketing — Trigger email sequences or add partners to marketing lists when they join a program in Kiflo.
- Transaction creation — Create Kiflo Transactions automatically when a payment is recorded in another system not natively integrated with Kiflo.
- CRM synchronization — Push leads and deals from Kiflo into a CRM that does not have a native Kiflo integration.
- Notifications — Send Slack messages or emails to your team when a new lead, deal, or partner application arrives in Kiflo.
- Data enrichment — Trigger third-party enrichment tools when a new partner or lead is created in Kiflo.
Get started
1
Create a Zapier account
Go to zapier.com/sign-up and create a free account if you do not already have one.
2
Find Kiflo PRM on Zapier
In Zapier, use the search bar and type Kiflo PRM, or go directly to zapier.com/apps/kiflo-prm/integrations to open the Kiflo PRM integrations page.
3
Create your first Zap
Click Connect to 2,000+ Apps on the Kiflo PRM integrations page. Choose a trigger app or event, then select Kiflo PRM as the action app (or vice versa), and follow the Zap editor steps to configure your workflow.
4
Connect your Kiflo account
When prompted, authenticate with your Kiflo account. You will need an API Access Token — see Generating an API Access Token for instructions.
5
Test and activate
Use Zapier’s built-in test tool to verify the Zap works correctly, then turn it on.
