--- title: "Connect TidyHQ to Kiflo PRM - APIANT.ai" description: "When \"Contact Added to Group\" fires in TidyHQ, your agent runs \"Add Partner to Existing Deal\" in Kiflo PRM." canonical: "https://apiant.ai/connect/tidyhq-to-kiflo-prm" --- # Connect TidyHQ to Kiflo PRM When **Contact Added to Group** fires in [TidyHQ](https://apiant.ai/connections/tidyhq), your agent runs **Add Partner to Existing Deal** in [Kiflo PRM](https://apiant.ai/connections/kiflo-prm). Describe the whole flow and it is built, tested on every scenario and kept running. TidyHQ **10** triggers TidyHQ **19** actions Kiflo PRM **24** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want TidyHQ 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 TidyHQ can start in Kiflo PRM - When **Contact Added to Group** in TidyHQ then **Add Partner to Existing Deal** in Kiflo PRM - When **Contact Created** in TidyHQ then **Create Customer** 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 TidyHQ and Kiflo PRM ## Triggers and actions 10 triggers · 43 actions - Trigger **Contact Activated** Triggers when a contact has been activated (after new membership, or reactivated e.g. restored from trash). - Trigger **Contact Added to Group** Triggers when a contact has been added to a group. - Trigger **Contact Created** Triggers when a new contact has been created for the first time. - Trigger **Contact Deactivated** Triggers when a contact has been deleted. - Trigger **Contact Removed From Group** Triggers when a contact has been removed from a group. - Trigger **Event Deleted** Triggers when an event is deleted. - Trigger **Event Ticket Created** Triggers when an event ticket is created. - Trigger **Event Ticket Deleted** Triggers when an event ticket is deleted. - Trigger **Event Ticket Updated** Triggers when an event ticket is updated. - Trigger **Event Updated** Triggers when an event is updated. - Action **Add Contact Note** Adds a note to a TidyHQ contact. - Action **Add Contact To Group** Adds an existing TidyHQ contact to one of your groups. - Action **Add Event Ticket** Creates a new ticket type on a TidyHQ event. - Action **Add invoice** Creates a new invoice in TidyHQ with your own line items, optionally addressed to a contact. - Action **Create Contact** Creates a new contact in your TidyHQ organisation. - Action **Delete Contact** Deletes a contact from your TidyHQ organisation. - Action **Delete Contact Note** Deletes a note from a TidyHQ contact. - Action **Delete Event** Deletes an event from your TidyHQ organisation. - Action **Delete Event Ticket** Deletes a ticket type from a TidyHQ event. - Action **Find Contact** Finds contacts in your TidyHQ organisation whose details match the search text. - Action **Get contact** Returns a single TidyHQ contact by its id, including its custom field values. - Action **Get event** Returns a single TidyHQ event by its ID, with all of its details. - Action **List contacts** Returns the contacts in your TidyHQ organisation, optionally narrowed by search text. - Action **List event tickets** Returns the ticket types available on a TidyHQ event. - Action **List groups** Returns the contact groups in your TidyHQ organisation. - Action **Remove Contact From Group** Removes a contact from a TidyHQ group. - Action **Update Contact** Updates an existing TidyHQ contact's details. Only the fields you fill in are changed. - Action **Update Event** Updates an existing TidyHQ event's name, times, location or description. - Action **Update Event Ticket** Updates a ticket type on a TidyHQ event, such as its name, price, quantity or sales window. Fields left blank are not changed. - 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 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 - [ **TidyHQ** When your group needs to collect membership dues, communicate with everyone and keep track of your finances...](https://apiant.ai/connections/tidyhq) - [ **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 TidyHQ - [ **TidyHQ to Google Cloud Scheduler** Managed cron service for scheduling HTTP, Pub/Sub and App Engine jobs on Google Cloud.](https://apiant.ai/connect/tidyhq-to-google-cloud-scheduler) - [ **TidyHQ to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/tidyhq-to-trello) - [ **TidyHQ to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/tidyhq-to-zoom) - [ **TidyHQ to Twilio** Cloud communications platform for sending SMS/MMS messages, making and managing voice calls, and looking up...](https://apiant.ai/connect/tidyhq-to-twilio) - [ **TidyHQ to Typeform** Build and publish online forms, surveys, and quizzes with Typeform.](https://apiant.ai/connect/tidyhq-to-typeform) - [ **TidyHQ to Webflow** Webflow is a professional website builder and CMS for designing, building, and launching responsive...](https://apiant.ai/connect/tidyhq-to-webflow) ## 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 ## TidyHQ and Kiflo PRM, answered ### ### What can start an automation from TidyHQ? Any of TidyHQ's 10 triggers in the catalog, including Contact Added to Group, Contact Created, Contact Removed From Group and Event Ticket Created. 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 TidyHQ? Any of Kiflo PRM's 24 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 TidyHQ? Kiflo PRM has no triggers in the catalog today, so automations start in TidyHQ. 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 TidyHQ 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 TidyHQ 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.