Connect Orderry to Kiflo PRM

Both apps 57Orderry 35Kiflo PRM 22

• Trigger
  Ad Campaigns

  Triggers when a new ad campaign is added in Orderry.

• Trigger
  Clients List

  Triggers when a new client is added in Orderry.

• Trigger
  Employees List

  Triggers when a new employee is added to the Orderry account.

• Trigger
  Lead Types

  Triggers when a new lead type is added to your Orderry account.

• Trigger
  Locations

  Triggers when a new location (branch) is added to the Orderry account.

• Trigger
  Order Custom Fields

  Triggers when a new custom field is defined for orders in Orderry.

• Action
  Add Booking Item

  Adds a product or service line item to an existing booking.

• Action
  Add Order Comment

  Adds a comment to an order in Orderry, optionally marked as private.

• Action
  Add Task Comment

  Adds a comment to an existing task in Orderry, optionally marked as private.

• Action
  Changing Order Status

  Changes the status of an Orderry order, optionally with a comment explaining the change.

• Action
  Create a Client

  Creates a new client (person contact) in Orderry with name, contact details, phones, tags and custom field values.

• Action
  Create a Lead

  Creates a new lead (inquiry) in Orderry for a location, with optional contact, client, asset and custom field details.

• Action
  Create an Order

  Creates a new order in Orderry at the chosen location with the chosen order type, optionally linking a client, asset and assignee.

• Action
  Create an Order Item

  Adds a product or service line item to an existing Orderry order.

• Action
  Create an Order or Estimate

  Creates a new estimate in Orderry for a location and order type, optionally with client, asset, schedule, notes and custom field values.

• Action
  Create a Payment

  Records a payment (income or expense transaction) in an Orderry finance account, optionally linked to a client, order or sale.

• Action
  Create Booking

  Creates a new booking (appointment) for a client at a location, assigned to an employee for a scheduled time window.

• Action
  Create Product

  Creates a new product in your Orderry catalog with its category, unit of measure, prices and other details.

• Action
  Create Service

  Creates a new service in your Orderry service catalog.

• Action
  Create Task

  Creates a task in Orderry with a title, due date and assigned employees, optionally linked to an order, inquiry, client, task or invoice.

• Action
  Create Update_booking

  Updates an existing booking's location, status, assignee, client, schedule, resource or comment.

• Action
  Find Service

  Finds catalog services by name, barcode or category and returns the matching services.

• Action
  Get Assets

  Returns the assets (devices, vehicles and other client or company equipment) in your account, optionally filtered by ID, serial number, warehouse or owner.

• Action
  Get Client by ID

  Returns a single client record, including its contact details and custom field values, by its ID.

• Action
  Get Estimate

  Returns a single estimate with its client, status, dates, totals and custom field values. Line items are not included.

• Action
  Get Estimate by Id

  Returns a single estimate by its ID with its client, status, totals and custom field values. Line items are not included.

• Action
  Get Lead

  Returns a single lead by its ID, including contact details, status and custom field values.

• Action
  Get Orders

  Returns a list of orders, optionally filtered by type, location, status, manager, client, asset or date ranges.

• Action
  Get Task

  Returns a single task by its ID.

• Action
  Search for Clients

  Searches clients (people) by name, phone, email, manager, tag or creation/modification date and returns the matching client records.

• Action
  Update an Order Item

  Updates an existing item (product or service line) on an Orderry order, such as its quantity, price, cost, discount, warranty, taxes or assignee.

• Action
  Update an Order or Estimate

  Updates an existing order estimate in Orderry, changing only the fields you fill in.

• Action
  Update_booking_item

  Updates the quantity, price, cost, discount, warranty, taxes or comment of an item already added to a booking.

• Action
  Update Client

  Updates an existing client (person) in Orderry. Only the fields you fill in are changed.

• Action
  Update Product

  Updates an existing product in the Orderry catalog. Only the fields you fill in are changed.

• 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.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.