Connect Autotask to Kiflo PRM

Both apps 73Autotask 33Kiflo PRM 40

• Trigger
  New Company

  Triggers when a new company is created.

• Trigger
  New Company "To Do" Event

  Triggers when a new to-do is added to a company.

• Trigger
  New Configuration Item

  Triggers when a new configuration item is created.

• Trigger
  New Contact

  Triggers when a new contact is created.

• Trigger
  New Invoice

  Triggers when a new invoice is created.

• Trigger
  New Opportunity

  Triggers when a new opportunity is created.

• Trigger
  New or Updated Ticket Note

  Triggers when a ticket note is created or updated.

• Trigger
  New Project

  Triggers when a new project is created.

• Trigger
  New Quote

  Triggers when a new quote is created.

• Trigger
  New Service Call

  Triggers when a new service call is created.

• Trigger
  New Task

  Triggers when a new project task is created.

• Trigger
  New Ticket

  Triggers when a new ticket is created.

• Trigger
  New Time Entry

  Triggers when a new time entry is created.

• Trigger
  Updated Company

  Triggers when a company is updated.

• Trigger
  Updated Company "To Do" Event

  Triggers when an existing company to-do is updated.

• Trigger
  Updated Configuration Item

  Triggers when a configuration item is updated.

• Trigger
  Updated Contact

  Triggers when a contact is updated.

• Trigger
  Updated Opportunity

  Triggers when an opportunity is updated.

• Trigger
  Updated Project

  Triggers when a project is updated.

• Trigger
  Updated Quote

  Triggers when a quote is updated.

• Trigger
  Updated Service Call

  Triggers when an existing service call is updated.

• Trigger
  Updated Task

  Triggers when a project task is updated.

• Trigger
  Updated Ticket

  Triggers when an existing ticket is updated.

• Trigger
  Updated Time Entry

  Triggers when a time entry is updated.

• Action
  Find Company

  Finds companies by ID, name or phone.

• Action
  Find Contact

  Finds contacts by ID, email, name or company.

• Action
  Find Contract

  Finds contracts by ID, company or name.

• Action
  Find Country

  Finds countries by ID, code or name.

• Action
  Find Currency

  Finds currencies by ID or code.

• Action
  Find Opportunity

  Finds opportunities by ID, company or title.

• Action
  Find Quote

  Finds quotes by ID, company, opportunity or name.

• Action
  Find Resource

  Finds resources (users) by ID, email, username or last name.

• Action
  Find Ticket

  Finds tickets by ID, ticket number, company or title.

• Action
  Accept a Partner Application

  Accepts a pending partner application, which turns the applicant into a partner, and returns the updated application. Can also give the partner access to the Kiflo partner portal.

• Action
  Accept Deal

  Accepts a deal in Kiflo and sets its status to Accepted, optionally adding a note.

• Action
  Accept Lead

  Accepts a lead in Kiflo and sets its status to Accepted, optionally adding a note.

• Action
  Add Partner to Existing Deal

  Adds a partner with a specific role to an existing deal, making the deal available to that partner in their partner portal. Returns the new deal partner record.

• Action
  Associate Customer to Deal

  Links a customer to an existing deal — either an existing customer by ID, or a new customer created from the details you supply.

• Action
  Convert Lead to Customer

  Converts a lead into a customer and marks the lead as Converted, returning the updated lead.

• Action
  Convert Lead to Deal

  Converts a lead into a deal and sets the lead's status to Converted. Returns the updated lead, including the id of the new deal.

• Action
  Create Attachment

  Downloads a file from a URL and attaches it to a Kiflo partner, deal, lead, note, payout, customer or collaboration.

• Action
  Create Channel Conflict

  Records a channel conflict detected in an external source, such as your CRM, and makes it visible in Kiflo. Returns the created channel conflict.

• Action
  Create Contact

  Creates a new contact in Kiflo with the contact properties you provide. Contacts must be associated with deals to be visible.

• Action
  Create Customer

  Creates a new customer in Kiflo, with your customer properties, and optionally associates it with a partner.

• Action
  Create Deal

  Creates a new deal in Kiflo, optionally linking a contact, partners and custom deal properties.

• Action
  Create Lead

  Creates a lead in Kiflo, optionally assigning it to a partner or recording the partner who sourced it.

• Action
  Create Note

  Creates a note on an existing partner, lead, deal, customer or payout in Kiflo.

• Action
  Create Partner

  Creates a new partner in Kiflo, optionally with its main contact, group, program level, onboarding stage and payout details.

• Action
  Create Reward

  Creates a reward for a partner in Kiflo, such as a gift card or coupon.

• Action
  Create Transaction

  Creates a transaction in Kiflo for an existing customer, optionally linked to a partner and a deal, and returns the new transaction.

• Action
  Find a Certification

  Returns the certifications defined in your Kiflo account whose name contains the text you specify.

• Action
  Find a Contact

  Returns the contacts whose chosen property exactly matches the value you specify.

• Action
  Find a Customer

  Returns the customers that match a condition on a customer field or custom property, newest first.

• Action
  Find a Deal

  Returns the deals that match a condition you choose, such as a status, partner, customer, amount or custom property, newest first, along with the total number of matches.

• Action
  Find a Lead

  Returns the leads that match a search condition, newest first, along with the total number of matches.

• Action
  Find a Partner

  Returns the partners that match a search on a partner field or one of your own partner properties, such as name, status or main contact email.

• Action
  Find a Partner Application

  Returns the partner applications that match a partner name, team member email, status or partner.

• Action
  Find a Partner Team Member

  Returns the partner team members that match an email address, a partner, or both.

• Action
  Find a Payout

  Returns the payouts that match a condition you choose, such as a status, partner, amount or date, newest first.

• Action
  Find a Transaction

  Returns the transactions that match the search conditions you set, newest first, with the total number of matches.

• Action
  Give a Certification

  Gives a certification to a partner team member and returns the resulting certification record, including its status and expiration date.

• Action
  Invite Team Member

  Sends a partner team member an email inviting them to join the partner portal, and returns the team member with their invitation link. No email goes out if the team member was already invited.

• Action
  Pay Payout

  Marks a validated payout as paid in Kiflo and returns the updated payout. This records the payment and does not move any money.

• Action
  Refuse Deal

  Refuses a deal in Kiflo and sets its status to Refused, optionally adding a note. Returns the refused deal.

• Action
  Refuse Lead

  Refuses a lead in Kiflo and sets its status to Refused, optionally adding a note. Returns the updated lead.

• Action
  Reject a Partner Application

  Rejects a partner application that is still pending, so the applicant does not become a partner. Returns the rejected application.

• Action
  Start Partner Onboarding

  Starts onboarding for a partner by moving them into the chosen onboarding pipeline, optionally at a specific stage. Returns the updated partner.

• Action
  Update Customer

  Updates an existing customer in Kiflo, changing only the properties, status, source or partner you supply. Returns the updated customer.

• Action
  Update Deal

  Updates an existing deal in Kiflo, changing only the details you supply, and returns the updated deal.

• Action
  Update Lead

  Updates an existing lead's deadline, currency, assigned partner contact, owner and properties, and returns the updated lead.

• Action
  Update Partner

  Updates an existing partner in Kiflo. Only the values you supply change; everything else on the partner stays as it is.

• Action
  Update Payout

  Updates the name and properties of an existing payout. Properties left blank are not changed. Returns the updated payout.

• Action
  Validate Payout

  Validates a payout, optionally asking the partner to validate all its rewards and/or attach an invoice. Returns the validated payout.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.