Connect Solidarity Tech to Kiflo PRM

Both apps 157Solidarity Tech 117Kiflo PRM 40

• Trigger
  New Donation Charge

  Triggers when a new donation charge is created in Solidarity Tech.

• Trigger
  New Event

  Triggers when a new event is created in Solidarity Tech.

• Trigger
  New Event RSVP

  Triggers when a new event RSVP is created in Solidarity Tech.

• Trigger
  New User

  Triggers when a new person is created in Solidarity Tech.

• Trigger
  New User Action

  Triggers when someone submits a form or takes an action in Solidarity Tech.

• Action
  Activate Automation

  Turns the automation on. From that moment its triggers enroll real people and its steps send real messages. Refused with 422 and the full list of problems when the automation is not valid (for example no trigger, no steps, or a step missing required data).

• Action
  Add Event Session Host

  Adds a user as a host of the event session. Atomic and idempotent: adding a user who is already a host returns 200 without duplicating. The user must belong to your organization. Hosts are readable on the session as host_user_ids and usable in message templates via the {{ event-session.hosts }}, {{

• Action
  Add Task Targets

  Adds people to a phone bank, text bank, or work list (any task whose contact_strategy is one_to_one) from a filter, a saved user list, or explicit user ids. Send exactly one source. Only eligible people are added (active, phone number, contact permission for the task action) and people already on th

• Action
  Archive Custom Property Record

  Archives the record. Records are never deleted, because people who selected the record keep its value. An archived record is hidden from the list and from pickers. Returns 422 when the property is not an object property.

• Action
  Create Agent Assignment

  Creates an active agent assignment with the specified details. Any other active assignment of the person ends, so the person has one active agent.

• Action
  Create Automation

  Creates an automation from the canonical definition.

• Action
  Create Custom Property Option

  Creates an option for a custom user property

• Action
  Create Custom User Property

  Creates a new custom user property

• Action
  Create Event

  Creates an event with its first event session. The event session inherits the title from the event unless session_title is provided. Session titles are capped at 65 characters by default; pass allow_long_title=true to raise the cap to 200 characters (useful when syncing events from external platform

• Action
  Create Event Attendance

  Creates an event attendance with the specified details.

• Action
  Create Event Page

  Creates the public event page for an event that has no page yet. This is the same page that the dashboard "Create page" button makes: it uses the event title, the sidebar template, and the default form of the website. `content` is the HTML for the page body. Scripts, event handlers, and other unsafe

• Action
  Create Event Rsvp

  Creates an event rsvp with the specified details.

• Action
  Create Event Session

  Creates an event session with the specified details. Session titles are capped at 65 characters by default; pass allow_long_title=true to raise the cap to 200 characters (useful when syncing events from external platforms with longer names).

• Action
  Create Field Survey URL

  Generates a field survey URL

• Action
  Create Page

  Creates a generic form page from an ordered list of fields. Each field becomes the component the form builder makes for its type, so the page edits normally in the dashboard afterwards.

• Action
  Create Scheduled Task

  Creates a scheduled task with the specified details.

• Action
  Create Task Agent

  Creates a task agent with the specified details.

• Action
  Create Task Assignment

  Creates a task assignment, assigning a user to participate in a phonebank or textbank campaign.

• Action
  Create Team Member

  Creates a new team member

• Action
  Create Text Template

  Creates a text template with the specified details.

• Action
  Create/Update Person

  Creates or updates a user

• Action
  Create User Action

  Creates a user action for a user.

• Action
  Create User List

  Creates a User List with the specified details. The parameters field must conform to the QueryBuilder format. Every rule id must be one the filter engine recognises; unknown ids return 422 instead of being silently ignored. A "list" rule may only reference saved

• Action
  Create User Note

  Creates a user note

• Action
  Create User Relationship

  Creates a user relationship

• Action
  Deactivate Automation

  Turns the automation off. No new people are enrolled, and people already enrolled stop at their current step, the same as the dashboard toggle. No step runs while the automation is off. When a user turns it back on in the dashboard, they choose if the stopped people continue or leave the automation.

• Action
  Delete Agent Assignment

  Ends the agent assignment with the specified ID. It sets is_active to false and keeps the record.

• Action
  Delete Custom Property Option

  Removes an option from a custom user property

• Action
  Delete Event

  Deletes an event and every one of its sessions, past and upcoming, the same as Delete event in the dashboard. This cannot be undone.

• Action
  Delete Event Attendance

  Deletes an event attendance with the specified ID.

• Action
  Delete Event Rsvp

  Deletes an event rsvp with the specified ID.

• Action
  Delete Event Session

  Deletes an event session with the specified ID.

• Action
  Delete Scheduled Task

  Deletes a scheduled task with the specified ID.

• Action
  Delete Task Agent

  Deletes a task agent with the specified ID.

• Action
  Delete Task Assignment

  Deletes a task assignment with the specified ID.

• Action
  Delete Text Template

  Deletes a text template with the specified ID.

• Action
  Delete User

  Deletes a user

• Action
  Delete User List

  Deletes a user list with the specified ID.

• Action
  Delete User Note

  Deletes a user note with the specified ID.

• Action
  Delete User Relationship

  Deletes a user relationship

• Action
  Enroll User in Automation

  Enrolls a person in an active automation. The person starts at the first step of the automation. The automation must be reachable from the chapter of the person.

• Action
  Get Agent Assignment

  Shows a single agent assignment

• Action
  Get Automation

  Returns the full definition plus state: is_active, active_enrollment_count, is_valid, and activation_errors (empty when the automation can be activated).

• Action
  Get Email Blast

  `is_valid` is true when the blast has an audience filter, a sender, a subject, and content. It does not check how many people the filter matches.

• Action
  Get Event

  Returns a single event. The response includes `primary_event_id` (always resolves to the original event ID, even for co-hosted mirrors) and `is_co_hosted_mirror` (true if this event is a mirror copy from a co-host relationship). Event sessions include `primary_session_id` for the same purpose. If th

• Action
  Get Event Rsvp

  Shows a single event rsvp

• Action
  Get Event Session

  Returns one event session. tags holds the tags set on the session itself; all_tags adds the tags of its parent event.

• Action
  Get Organization

  Shows a single organization

• Action
  Get Page

  Shows a single page

• Action
  Get Phonebank

  Shows a single phonebank

• Action
  Get Scheduled Call

  Shows a single scheduled call

• Action
  Get Scheduled Task

  Shows a single scheduled task

• Action
  Get Task Agent

  Shows a single task agent

• Action
  Get Task Assignment

  Shows a single task assignment

• Action
  Get Textbank

  Shows a single textbank

• Action
  Get Text Blast

  `is_valid` is true when the blast has an audience filter and valid content. It does not check how many people the filter matches.

• Action
  Get Text Template

  Shows a single text template

• Action
  Get User

  Shows a single user

• Action
  Get Work List

  Shows a single work list

• Action
  List Activities

  Returns activities, newest first. RSVP status history rows have actionable_type `MobilizeEventRsvp`, actionable_id set to the RSVP id, and a name that starts with `rsvp_status:`. A status change is named `rsvp_status:<from>:<to>:<channel>`. A session deletion is named `rsvp_status:<status>:session_d

• Action
  List Agent Assignments

  Lists agent assignments

• Action
  List Calls

  Retrieves all calls

• Action
  List Chapter Phone Numbers

  Lists chapter phone numbers

• Action
  List Chapters

  Retrieves all chapters

• Action
  List Custom User Properties

  Retrieves all custom user properties

• Action
  List Donation Charges

  Lists donation charges

• Action
  List Email Blasts

  `is_valid` is true when the blast has an audience filter, a sender, a subject, and content. It does not check how many people the filter matches.

• Action
  List Email Senders

  Returns a list of email senders available for the API key's scope.

• Action
  List Event Attendances

  Lists event attendances

• Action
  List Event Rsvps

  Lists event rsvps

• Action
  List Events

  Lists events accessible within the given scope. Each event in the response includes `primary_event_id` and `is_co_hosted_mirror`. For co-hosted events that appear across multiple organizations, `primary_event_id` always resolves to the original event ID, allowing you to identify that two events from

• Action
  List Event Sessions

  Lists event sessions accessible within the given scope. All filters below are optional and additive. With no filters, the list holds every session, ended sessions included, newest first. Each session row includes tags, the tags set on the session itself, and all_tags, those tags plus the tags of its

• Action
  List Organizations

  Lists organizations

• Action
  List Pages

  Lists pages

• Action
  List Phonebanks

  Lists phonebanks

• Action
  List Relationship Types

  Lists available relationship types

• Action
  List Scheduled Calls

  Lists scheduled calls

• Action
  List Scheduled Tasks

  Lists scheduled tasks

• Action
  List Task Agents

  Lists task agents

• Action
  List Task Assignments

  Lists task assignments

• Action
  List Team Members

  Lists team members

• Action
  List Textbanks

  Lists textbanks

• Action
  List Text Blasts

  `is_valid` is true when the blast has an audience filter and valid content. It does not check how many people the filter matches.

• Action
  List Texts

  Retrieves a list of texts

• Action
  List Text Templates

  Lists text templates

• Action
  List User Actions

  Lists user actions (form submissions). Can be filtered by user_id, page_id, or both.

• Action
  List User Lists

  Lists user lists

• Action
  List Users

  Retrieves a list of users

• Action
  List Work List Outcomes

  Lists recorded work list outcomes, oldest first. Outcomes are written only through the mobile app. Requires the Work Lists feature on the organization billing plan; otherwise the request returns 403.

• Action
  List Work Lists

  Lists work lists accessible within the API key scope. Requires the Work Lists feature on the organization billing plan; otherwise the request returns 403.

• Action
  Merge Users

  Merge duplicate users

• Action
  Remove Event Session Host

  Removes a user from the event session hosts. Atomic and idempotent: removing a user who is not a host returns 200.

• Action
  Replace Automation Steps

  Replaces the whole step tree with the given steps. Refused with 409 while anyone is actively enrolled, because removing steps strands people mid flow. Deactivating the automation does not end enrollments; enrolled people stay on their current step. Edit single st

• Action
  Restore Custom Property Record

  Makes an archived record active again. Returns 422 when an active record already uses the title, or when the property is not an object property.

• Action
  Search Users

  Returns the users matching an ad hoc filter, in the same shape as.

• Action
  Send Email

  Sends a single transactional email to a user. Supports Liquid templating for personalization (e.g., {{ user.first-name }}).

• Action
  Send Text

  Sends a text message

• Action
  Update Agent Assignment

  Updates an agent assignment with the specified details.

• Action
  Update Automation

  Changes name, supported_languages, communication_settings, goals, or trigger_conditions.

• Action
  Update Automation Step

  Updates one step of an automation in place.

• Action
  Update Custom Property Record

  Changes only the fields you send. Data keys you do not send keep their values. The record value does not change. Returns 422 when the property is not an object property.

• Action
  Update Event

  Changes the settings of an event. Send only the fields to change; a field that is left out keeps its value.

• Action
  Update Event Rsvp

  Updates an event rsvp with the specified details.

• Action
  Update Event Session

  Updates an event session with the specified details. Session titles are capped at 65 characters by default; pass allow_long_title=true to raise the cap to 200 characters (useful when syncing events from external platforms with longer names).

• Action
  Update Page

  Generic form pages and event pages. Changes only the keys you send; a key you leave out keeps its value.

• Action
  Update Scheduled Task

  Updates a scheduled task with the specified details.

• Action
  Update Task Assignment

  Updates a task assignment with the specified details.

• Action
  Update Team Member

  Changes the role and scope of the primary assignment. It also sets logged_in_as_id and logged_in_as_type to the new scope.

• Action
  Update Text Template

  Updates a text template with the specified details.

• Action
  Update User

  Updates a user

• Action
  Update Work List

  Updates a work list. Only the submitted keys change. The work_list_action cannot change after creation.

• Action
  Validate Automation

  Runs every check.

• 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.