--- title: "Connect Evoliz to Kiflo PRM - APIANT.ai" description: "When \"New Account\" fires in Evoliz, your agent runs \"Create Customer\" in Kiflo PRM." canonical: "https://apiant.ai/connect/evoliz-to-kiflo-prm" --- # Connect Evoliz to Kiflo PRM When **New Account** fires in [Evoliz](https://apiant.ai/connections/evoliz), 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. Evoliz **5** triggers Evoliz **23** 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 Evoliz 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 Evoliz can start in Kiflo PRM - When **New Account** in Evoliz then **Create Customer** in Kiflo PRM - When **New Article** in Evoliz 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 Evoliz and Kiflo PRM ## Triggers and actions 5 triggers · 45 actions - Trigger **New Account** Triggered when a new accounting account is created in Evoliz. - Trigger **New Article** Triggered when a new article is created in your Evoliz catalog. - Trigger **New Client** Triggered when a new client is created - Trigger **New Client Contact** Triggered when a new client contact is created. - Trigger **New Event** Triggered when a new event (a document or contact being created, updated, sent, accepted, invoiced, deleted and so on) is recorded in Evoliz. - Action **Create Account** Creates a new accounting account (accounting classification) in Evoliz. - Action **Create Article** Creates a Article - Action **Create Client** Creates a Client - Action **Create Contact Client** Creates a Contact Client - Action **Create Contact Prospect** Creates a new contact attached to an existing prospect in Evoliz. - Action **Create Expense** Creates a purchase (expense) in Evoliz for a supplier, with its total and one or more classified amount lines. - Action **Create Invoice** Creates a new draft invoice in Evoliz for a client. Totals, margins and VAT are calculated by Evoliz. - Action **Create Prospect** Creates a Prospect - Action **Create Quote** Creates a Quote - Action **Create Sale Order** Create a new draft sale order for a client in Evoliz. Totals, margins and VAT-inclusive amounts are calculated by Evoliz. - Action **Find Article** Finds an Article - Action **Find Client** Returns up to 100 clients that match the search text; the first match is also returned on its own. - Action **Find Contact Client** Returns up to 100 client contacts that match the specified search text, email, or client. - Action **Find Supplier** Finds a Supplier - Action **Find User** Finds users of your Evoliz company whose details match the search text. - Action **Get Contact Prospect** Returns one Evoliz prospect contact by its ID, with the contact's name, email, phone numbers, consent and the prospect it belongs to. - Action **Get Expense** Returns one Evoliz purchase (expense) by its ID, with its supplier, label, dates, totals, status and amount lines. - Action **Get Prospect** Returns one Evoliz prospect by its ID, with its name, type, address, phone numbers and business identifiers. - Action **Invoice Quote** Creates a complete invoice from an existing Evoliz quote (full invoicing of the quote). - Action **Invoice Sale Order** Create a new invoice from an existing Evoliz sale order. - Action **Send Quote** Emails a quote to one or more recipients with a link to the document (and optionally the PDF attached). - Action **Update Article** Updates an existing article in the Evoliz catalog. Only the fields you fill in are changed. - Action **Update Client** Updates an existing client. Replaces only data that is set. - 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 - [ **Evoliz** Evoliz is an invoicing and management software designed for small businesses but also their accountants.](https://apiant.ai/connections/evoliz) - [ **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 Evoliz - [ **Evoliz to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/evoliz-to-hubspot) - [ **Evoliz to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/evoliz-to-salesforce) - [ **Evoliz to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/evoliz-to-slack) - [ **Evoliz to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/evoliz-to-google-sheets) - [ **Evoliz to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/evoliz-to-gmail) - [ **Evoliz to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/evoliz-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 ## Evoliz and Kiflo PRM, answered ### ### What can start an automation from Evoliz? Any of Evoliz's 5 triggers in the catalog, including New Account, New Article, New Client and New Client Contact. 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 Evoliz? 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 Evoliz? Kiflo PRM has no triggers in the catalog today, so automations start in Evoliz. 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 Evoliz 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 Evoliz 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.