--- title: "Connect Productive.io to Kiflo PRM - APIANT.ai" description: "When \"New time entry\" fires in Productive.io, your agent runs \"Create Customer\" in Kiflo PRM." canonical: "https://apiant.ai/connect/productive-io-to-kiflo-prm" --- # Connect Productive.io to Kiflo PRM When **New time entry** fires in [Productive.io](https://apiant.ai/connections/productive-io), 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. Productive.io **1** trigger Productive.io **34** 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 Productive.io 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 Productive.io can start in Kiflo PRM - When **New time entry** in Productive.io then **Create Customer** in Kiflo PRM - When **New time entry** in Productive.io 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 Productive.io and Kiflo PRM ## Triggers and actions 1 trigger · 56 actions - Trigger **New time entry** Triggers when a new time entry is tracked in Productive. - Action **Add Comment to Deal** Adds a comment to a deal in Productive. - Action **Add comment to task** Adds a comment to a task in Productive. - Action **Add expense** Creates a new expense in Productive, optionally allocated to a budget service. - Action **Add invoice** Creates a new invoice for a client company in Productive. - Action **Add time entry** Creates a time entry in Productive, logging minutes a person worked on a service (and optionally a task) on a given date. - Action **Create Booking** Creates a booking that schedules a person's time on a service or an absence event over a date range in Productive. - Action **Create Company** Creates a new company (client) in Productive with its billing, invoicing and contact details. - Action **Create Contact** Creates a contact (person) in Productive, linked to a client company. - Action **Create Deal** Creates a new deal in Productive with a name, owner, deal type and date, plus optional value, company, contact and other deal details. - Action **Create Project** Creates a new project in Productive with a name, type, project manager and workflow, optionally linked to a client company. - Action **Create Service** Creates a service (a billable line of work) on a Productive deal or budget. - Action **Create Task** Creates a task in a Productive project task list, with optional assignee, dates, estimates, tags and recurrence. - Action **Create Task List** Creates a task list inside a project folder in Productive. - Action **Delete task** Permanently deletes a task in Productive. - Action **Find Company** Finds companies in Productive by name or company code and returns the matches. - Action **Find Contact** Finds contacts (client people) in Productive by search text, email or company, returning the matches and the first one. - Action **Find Deal** Finds deals in Productive by name, number or company and returns the matches. - Action **Find invoices by criteria** Returns invoices matching an invoice number and/or company, with the first match and a count. - Action **Find projects by criteria** Finds projects matching a name, client company, project manager or status, returning the matches and the first one. - Action **Find Task** Finds tasks matching a title, number, search text, project, task list, assignee or status, and returns the first match plus the full list. - Action **Find time entries by criteria** Returns time entries matching the criteria you give, such as person, service, task or date range. - Action **Find User** Finds users (team members) in your Productive organization by name or email and returns the matches. - Action **Get Booking** Returns a single booking (resource-planning allocation of a person to a service or event) by its ID, including dates, hours and custom fields. - Action **Get Comment** Returns a single comment by its ID, including its body, timestamps and the task, deal or other record it was posted on. - Action **Get Expense** Returns a single expense by its ID, including amounts, dates, approval status, custom fields and related records. - Action **Get Service** Returns a single service (a budget or deal line item) by its ID, including its attributes and custom field values. - Action **Get Task List** Returns a single task list by its ID, including its name, position, archive status and its project, board and folder. - Action **Update booking** Updates an existing booking in Productive, such as its dates, booked time, note or assigned service. Fields left blank are not changed. - Action **Update company** Updates an existing company in Productive. Only the fields you fill in are changed. - Action **Update Contact** Updates an existing contact (person) in Productive. Only the fields you fill in are changed. - Action **Update Deal** Updates an existing deal or budget in Productive, changing only the fields you fill in. - Action **Update project** Updates an existing project in Productive. Only the values you fill in are changed. - Action **Update Task** Updates an existing task in Productive. Only the values you fill in are changed. - Action **Update time entry** Updates an existing time entry in Productive, changing only the fields you fill in. - 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 - [ **Productive.io** Productive is a project management tool that includes everything you need to run a profitable agency.](https://apiant.ai/connections/productive-io) - [ **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 Productive.io - [ **Productive.io to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/productive-io-to-salesforce) - [ **Productive.io to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/productive-io-to-slack) - [ **Productive.io to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/productive-io-to-stripe) - [ **Productive.io to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/productive-io-to-shopify) - [ **Productive.io to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/productive-io-to-quickbooks-online) - [ **Productive.io to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/productive-io-to-trello) ## 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 ## Productive.io and Kiflo PRM, answered ### ### What can start an automation from Productive.io? Any of Productive.io's 1 trigger in the catalog, including New time entry. 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 Productive.io? 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 Productive.io? Kiflo PRM has no triggers in the catalog today, so automations start in Productive.io. 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 Productive.io 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 Productive.io 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.