--- title: "Connect CrewForm to Kiflo PRM - APIANT.ai" description: "When \"AI Agent Task Failed\" fires in CrewForm, your agent runs \"Create Customer\" in Kiflo PRM." canonical: "https://apiant.ai/connect/crewform-to-kiflo-prm" --- # Connect CrewForm to Kiflo PRM When **AI Agent Task Failed** fires in [CrewForm](https://apiant.ai/connections/crewform), your agent runs **Create Customer** in [Kiflo PRM](https://apiant.ai/connections/kiflo-prm). Describe the whole flow and it is built, tested on every scenario and kept running. CrewForm **1** trigger CrewForm **10** actions Kiflo PRM **22** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want CrewForm and Kiflo PRM to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What CrewForm can start in Kiflo PRM - When **AI Agent Task Failed** in CrewForm then **Create Customer** in Kiflo PRM - When **AI Agent Task Failed** in CrewForm then **Create Deal** in Kiflo PRM Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with CrewForm and Kiflo PRM ## Triggers and actions 1 trigger · 32 actions - Trigger **AI Agent Task Failed** Triggers when a CrewForm AI agent task fails. - Action **Add agent** Creates a new AI agent in your CrewForm workspace with the model, instructions and settings you choose. - Action **Delete agent** Deletes an AI agent from your CrewForm workspace. - Action **Delete task** Deletes a task from your CrewForm workspace. - Action **Get agent** Returns a single CrewForm agent by its id, including its model, prompt and settings. - Action **Get task** Returns a single CrewForm task by its id, including its title, status, priority, assigned agent and results. - Action **List agents** Returns all AI agents in your CrewForm workspace, with each agent's name, model, prompt and settings. - Action **List tasks** Returns the tasks in your CrewForm workspace, newest first, optionally only those with a given status. - Action **Send Task to AI Agent** Creates a task in CrewForm assigned to an AI agent, which dispatches it to that agent to work on right away. Returns the created task. - Action **Update agent** Updates an existing CrewForm agent's name, model, prompt, temperature, tools, status or configuration. Only the fields you fill in are changed. - Action **Update task** Updates an existing CrewForm task's title, description, priority, status, assigned agent or team, or metadata. - 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 **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 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 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 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 **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 **Update Lead** Updates an existing lead's deadline, currency, assigned partner contact, owner and properties, and returns the updated lead. ## Each app on its own - [ **CrewForm** CrewForm is a AI team builder. Create specialised agents — researchers, writers, coders — orchestrate them...](https://apiant.ai/connections/crewform) - [ **Kiflo PRM** Kiflo PRM helps companies manage their partner relationships & accelerate revenue through indirect sales...](https://apiant.ai/connections/kiflo-prm) Reviews ## What our customers say ## More from CrewForm - [ **CrewForm to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/crewform-to-hubspot) - [ **CrewForm to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/crewform-to-salesforce) - [ **CrewForm to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/crewform-to-slack) - [ **CrewForm to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/crewform-to-google-sheets) - [ **CrewForm to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/crewform-to-gmail) - [ **CrewForm to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/crewform-to-google-calendar) ## More into Kiflo PRM - [ **HubSpot to Kiflo PRM** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-kiflo-prm) - [ **Salesforce to Kiflo PRM** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-kiflo-prm) - [ **Slack to Kiflo PRM** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-kiflo-prm) - [ **Google Sheets to Kiflo PRM** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-kiflo-prm) - [ **Gmail to Kiflo PRM** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-kiflo-prm) - [ **Google Calendar to Kiflo PRM** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-kiflo-prm) Questions ## CrewForm and Kiflo PRM, answered ### ### What can start an automation from CrewForm? Any of CrewForm's 1 trigger in the catalog, including AI Agent Task Failed. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Kiflo PRM when something happens in CrewForm? Any of Kiflo PRM's 22 actions, including Create Attachment, Create Channel Conflict, Create Customer and Create Deal. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Kiflo PRM to CrewForm? Kiflo PRM has no triggers in the catalog today, so automations start in CrewForm. If you need the other direction, ask: your agent reads Kiflo PRM's API documentation and adds it. ### ### Do I have to build a connector for CrewForm or Kiflo PRM? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use CrewForm and Kiflo PRM without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.