Connect Humanity to Kiflo PRM

Both apps 62Humanity 22Kiflo PRM 40

• Trigger
  Approved Leave Requests

  Triggers when a leave request is approved or an approved leave request changes.

• Trigger
  New/Updated Employees

  Triggers when an employee is added or an existing employee is updated.

• Trigger
  New/Updated Time Entries

  Triggers when a time entry is created or updated in the last day.

• Trigger
  Published Shifts

  Triggers when a shift in the next 30 days is published or a published shift changes.

• Trigger
  Published Shifts by Employee

  Triggers when a published shift in the next 30 days that has employees assigned is created or changes.

• Action
  Assign Leave Type to Employee

  Enables a leave type for an employee, optionally setting how many days they are entitled to.

• Action
  Assign Positions to Employee

  Assigns positions to an employee, and optionally removes positions from them.

• Action
  Assign Skills to Employee

  Assigns a skill to an employee in Humanity, optionally with an expiration date and reminder.

• Action
  Create Shift

  Creates a new shift in a Humanity schedule (position), optionally assigning an employee to it.

• Action
  Create/Update Employee

  Creates a new employee, or updates an existing employee when their ID is given.

• Action
  Create/Update Location

  Creates a new location, or updates an existing location when its ID is given.

• Action
  Create/Update Position

  Creates a new position, or updates an existing position when its ID is given.

• Action
  Create/Update Skill

  Creates a new skill, or renames an existing skill when its ID is given.

• Action
  Create/Update Time Entry

  Creates a new time entry (timeclock record), or updates an existing one when its ID is given.

• Action
  Delete shift

  Deletes a shift from the Humanity schedule, optionally including the rest of its repeating series.

• Action
  Find Employee

  Finds a employee by its Humanity ID and returns its details.

• Action
  Find leave requests

  Returns leave requests in a date range, optionally filtered by status and employee.

• Action
  Find locations

  Finds locations and remote sites in Humanity, optionally by name, ID, type or last update time.

• Action
  Find Position

  Finds a position by its Humanity ID and returns its details.

• Action
  Find shifts

  Returns the shifts scheduled within a date range, optionally narrowed to specific employees, positions, locations or skills.

• Action
  Find timeclocks

  Returns timeclock records, optionally filtered by date range, employee, position, status or last update.

• Action
  Update shift

  Updates an existing shift's times, position, title, notes, location or staffing needs.

• 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.