About Kiflo PRM's Integration
What kind of authentication does Kiflo PRM use?
Kiflo PRM uses API Keys.
Do I need a paid Kiflo PRM account to use Kiflo PRM with Zapier?
Yes. You need a paid Kiflo PRM plan to use Kiflo PRM with Zapier.
Do I need special account permissions in Kiflo PRM to use Kiflo PRM with Zapier?
No. There aren't any specific Kiflo PRM account permissions to connect Kiflo PRM to Zapier.
Are there any API token limits in Kiflo PRM when I use Kiflo PRM with Zapier?
No, there are no token limits when using Kiflo PRM with Zapier.
Are there any webhook subscription limits in Kiflo PRM when I use Kiflo PRM with Zapier?
No. Kiflo PRM doesn't have any webhook subscription limits when you use Kiflo PRM with Zapier.
Are custom fields in Kiflo PRM supported when I use Kiflo PRM with Zapier?
Yes, Kiflo PRM supports custom fields.
You can create custom fields on all objects on Kiflo (partners, deals, leads, etc).
You can retrieve the custom fields using Find actions.
You can search by custom fields using Search actions.
You can provide data for custom fields using Create actions.
https://docs.kiflo.com/article/112-customize-properties
Does Kiflo PRM use real trigger samples from my Kiflo PRM account?
Yes, Kiflo PRM provides real trigger samples from your Kiflo PRM account.
What kind of Kiflo PRM hosted account can I use with Zapier?
Kiflo PRM's Zapier integration supports cloud-hosted accounts only.
Connecting with Kiflo PRM
When you create a Kiflo PRM Zap, you'll be asked to enter your Kiflo PRM API key.
To locate your API Key in your Kiflo PRM account, please follow these steps:
- Log into your Kiflo account
- Click the top-right menu, then Account
- Select Integration from the left menu
- Click the "New token" button
- Choose a relevant name (ex: "Zapier")
- Click the "Add" button
- Copy the generated API key to your clipboard
Paste your key back into your Zapier account and then “Continue.”
If all steps were successful, your Kiflo PRM account will be connected.