--- title: "Connect Overloop.ai to Kiflo PRM - APIANT.ai" description: "When \"List Created\" fires in Overloop.ai, your agent runs \"Create Customer\" in Kiflo PRM." canonical: "https://apiant.ai/connect/overloop-ai-to-kiflo-prm" --- # Connect Overloop.ai to Kiflo PRM When **List Created** fires in [Overloop.ai](https://apiant.ai/connections/overloop-ai), 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. Overloop.ai **2** triggers Overloop.ai **17** 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 Overloop.ai 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 Overloop.ai can start in Kiflo PRM - When **List Created** in Overloop.ai then **Create Customer** in Kiflo PRM - When **New Exclusion List Item** in Overloop.ai 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 Overloop.ai and Kiflo PRM ## Triggers and actions 2 triggers · 39 actions - Trigger **List Created** Triggers when a new list is created in Overloop.ai. - Trigger **New Exclusion List Item** Triggers when a new email address or domain is added to your Overloop exclusion list. - Action **Add list** Creates a new prospect or organization list in Overloop. - Action **Add Prospect to Campaign** Adds a prospect to an Overloop campaign by enrolling them in it, optionally at a specific step or start time. Returns the new enrollment. - Action **Create Organization** Creates a new organization in Overloop.ai with its name, contact details, address, lists and any custom fields. - Action **Create Prospect** Creates a new prospect in Overloop.ai with contact details, lists, owner, organization and any custom fields, and returns the created prospect. - Action **Delete list** Permanently deletes a list in Overloop. Prospects that were in the list are kept. - Action **Delete organization** Permanently deletes an organization in Overloop.ai. This cannot be undone. - Action **Delete prospect** Permanently deletes a prospect from Overloop.ai, along with all of its history (messages, replies). This cannot be undone. - Action **Enroll Prospect** Enrolls a prospect into an Overloop campaign or prospect-based workflow, optionally at a specific step or start time. - Action **Exclude Prospect** Excludes a prospect from all future outreach by adding their email address (or their whole domain) to the Overloop exclusion list. - Action **Get organization** Returns a single Overloop organization by its ID, including its standard details, lists and any custom field values. - Action **Get prospect** Returns a prospect by ID, including its contact details, engagement status, lists and custom field values. An error occurs if the prospect is not found. - Action **List automations** Returns the automations (outbound campaigns and productivity workflows) in your Overloop account, optionally filtered by type, record type or status. - Action **List users** Returns the users on your Overloop.ai account, with their name, email, role and status, optionally filtered to active or disabled users. - Action **Search List** Returns the Overloop lists whose name contains the text you give, optionally limited to prospect or organization lists. - Action **Search Organization** Returns the organizations in Overloop.ai that match the name, website, email or other details you specify. - Action **Search Prospect** Returns the prospects that match the email, name, job title, location or engagement status you specify. - Action **Update list** Renames an existing Overloop list and returns the updated list. - 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 - [ **Overloop.ai** Overloop.ai is an AI-powered Sales Automation Platform that runs all your outbound campaigns 100%...](https://apiant.ai/connections/overloop-ai) - [ **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 Overloop.ai - [ **Overloop.ai to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/overloop-ai-to-salesforce) - [ **Overloop.ai to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/overloop-ai-to-slack) - [ **Overloop.ai to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/overloop-ai-to-stripe) - [ **Overloop.ai to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/overloop-ai-to-shopify) - [ **Overloop.ai to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/overloop-ai-to-quickbooks-online) - [ **Overloop.ai to Pipedrive** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/overloop-ai-to-pipedrive) ## 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 ## Overloop.ai and Kiflo PRM, answered ### ### What can start an automation from Overloop.ai? Any of Overloop.ai's 2 triggers in the catalog, including List Created and New Exclusion List Item. 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 Overloop.ai? 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 Overloop.ai? Kiflo PRM has no triggers in the catalog today, so automations start in Overloop.ai. 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 Overloop.ai 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 Overloop.ai 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.