Connect Ezus to Kiflo PRM

Both apps 110Ezus 70Kiflo PRM 40

• Trigger
  Client Is Updated

  Triggers when a client record changes in Ezus.

• Trigger
  Invoice Is Finalised

  Triggers when a sales invoice in Ezus is finalized.

• Trigger
  New Client

  Triggers when a new client is created in Ezus.

• Trigger
  New Invoice

  Triggers when a new sales invoice is created in Ezus.

• Trigger
  New Project

  Triggers when a new project is created in Ezus.

• Trigger
  New Supplier Invoice

  Triggers when a new supplier invoice is added in Ezus.

• Trigger
  Project Is Updated

  Triggers when a project record changes in Ezus.

• Action
  Add Project Traveller

  Add Project Traveller in Ezus.

• Action
  Assign Tag

  Assign Tag in Ezus.

• Action
  Attach Document Slide

  Attach Document Slide in Ezus.

• Action
  Create Custom Field

  Create Custom Field in Ezus.

• Action
  Create Deposit

  Create Deposit in Ezus.

• Action
  Create Media

  Create Media in Ezus.

• Action
  Create or Update Category

  Create or Update Category in Ezus.

• Action
  Create or Update Client

  Create or Update Client in Ezus.

• Action
  Create or Update Destination

  Create or Update Destination in Ezus.

• Action
  Create or Update Package

  Create or Update Package in Ezus.

• Action
  Create or Update Product

  Create or Update Product in Ezus.

• Action
  Create or Update Product Season

  Create or Update Product Season in Ezus.

• Action
  Create or Update Project

  Create or Update Project in Ezus.

• Action
  Create or Update Project Commission

  Create or Update Project Commission in Ezus.

• Action
  Create or Update Project Step Items

  Creates a new item in a project step, or updates an existing one when its reference is given.

• Action
  Create or Update Step Category

  Create or Update Step Category in Ezus.

• Action
  Create or Update Subcategory

  Create or Update Subcategory in Ezus.

• Action
  Create or Update Subdestination

  Create or Update Subdestination in Ezus.

• Action
  Create or Update Supplier Invoice

  Create or Update Supplier Invoice in Ezus.

• Action
  Create or Update Webpage Template

  Create or Update Webpage Template in Ezus.

• Action
  Create Project Document

  Create Project Document in Ezus.

• Action
  Create Supplier Invoice Payment

  Create Supplier Invoice Payment in Ezus.

• Action
  Create Tag

  Create Tag in Ezus.

• Action
  Delete Project Commission

  Delete Project Commission in Ezus.

• Action
  Delete Tag

  Delete Tag in Ezus.

• Action
  Generate Document

  Generate Document in Ezus.

• Action
  Get Authenticated User

  Get Authenticated User in Ezus.

• Action
  Get Client

  Get Client in Ezus.

• Action
  Get Invoice

  Get Invoice in Ezus.

• Action
  Get Package

  Get Package in Ezus.

• Action
  Get Product

  Get Product in Ezus.

• Action
  Get Project

  Get Project in Ezus.

• Action
  Get Subdestination

  Get Subdestination in Ezus.

• Action
  Get Supplier

  Get Supplier in Ezus.

• Action
  Get Supplier Invoice

  Get Supplier Invoice in Ezus.

• Action
  Get Webpage Template

  Get Webpage Template in Ezus.

• Action
  List Categories

  List Categories in Ezus.

• Action
  List Clients

  List Clients in Ezus.

• Action
  List Custom Fields

  List Custom Fields in Ezus.

• Action
  List Destinations

  List Destinations in Ezus.

• Action
  List Document Jobs

  List Document Jobs in Ezus.

• Action
  List Document Templates

  List Document Templates in Ezus.

• Action
  List Invoices

  List Invoices in Ezus.

• Action
  List Media

  List Media in Ezus.

• Action
  List Products

  List Products in Ezus.

• Action
  List Project Documents

  List Project Documents in Ezus.

• Action
  List Project Groups

  List Project Groups in Ezus.

• Action
  List Projects

  List Projects in Ezus.

• Action
  List Project Steps

  List Project Steps in Ezus.

• Action
  List Project Suppliers

  List Project Suppliers in Ezus.

• Action
  List Project Travellers

  List Project Travellers in Ezus.

• Action
  List Supplier Invoices

  List Supplier Invoices in Ezus.

• Action
  List Suppliers

  List Suppliers in Ezus.

• Action
  List Tags

  List Tags in Ezus.

• Action
  List Tasks

  List Tasks in Ezus.

• Action
  List Template Variables

  List Template Variables in Ezus.

• Action
  List Travellers

  List Travellers in Ezus.

• Action
  List Webpage Templates

  List Webpage Templates in Ezus.

• Action
  Preview Webpage Template

  Preview Webpage Template in Ezus.

• Action
  Remove Tag

  Remove Tag in Ezus.

• Action
  Replace Product Tariff Levels

  Replace Product Tariff Levels in Ezus.

• Action
  Update Invoice

  Update Invoice in Ezus.

• Action
  Update Project Supplier

  Update Project Supplier in Ezus.

• 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.