Agile CRM + Commissionly + Formatter by Zapier

Create or update opportunities in Commissionly when new deal change milestones in AgileCRM

Do you create commissions based on your AgileCRM dataa? Now you can automate the process with this Zapier integration. As soon as a deal changes a milestone in your AgileCRM account, Commissionly will create or update an opportunity, taking that and using its commission engine to calculate commissions based on either deal values or CRM activity.

When this happens...
Changed Deal MilestoneTriggers when a Deal reaches a specific milestone you choose.
TriggerPolling
automatically do this...
Date / TimeWork with dates and times to change formatting or add/subtract time (with line-item support).
ActionWrite
then do this!
Create/Update OpportunityUsed to create or update an opportunity in Commissionly. Remote Module and Remote ID fields must be in use for UPDATE to work and Remote Module should be be Opportunities.
ActionWrite

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Discover other triggers and actions you can use with Agile CRM, Formatter by Zapier, and more

- Track / Milestone
  Required
Trigger
Polling
Try It
New Case
Triggers when a new case is added in Agile CRM.
Trigger
Polling
Try It
New Deal
Triggers when a new Deal is added in AgileCRM.
Trigger
Polling
Try It
- Ticket Filter
  Required
Trigger
Polling
Try It
- Tag Name
  Required
Trigger
Polling
Try It

- Contact Email
  Required
- Subject of Note
  Required
- Description
  Required
Action
Write
- Contact Email
  Required
- Tags
  Required
Action
Write

- First Name
  Required
- Last Name
- Email
  Required
- If Duplicate Found
- Phone
- Tag
- Company
- Add Address
- City
- State
- Zip Code
- Country
- Website
Action
Write
- Name
  Required
- Priority
  Required
- Owner
  Required
- Start Time
  Required
- End Time
  Required
Action
Write
- Subject
  Required
- Task Type
  Required
- Priority
  Required
- Owner
- Email
- Due Date
Action
Write
- Transform
  Required
Action
Write
- Transform
  Required
Action
Write
New Company/Account
Triggers when a new company added in Commissionly.
Trigger
Polling
Try It
New Person/Contact
Triggers when a new person (people) added in Commissionly.
Trigger
Polling
Try It
- Activity Name
- Owner
- Category
- Description
- Remote Module
- Remote Id
Action
Write
- Lastname
  Required
- Firstname
- Title
- Email
- Phonenumber
- Mobilenumber
- Address
- State
- City
- Zipcode
- Country
- Parent
- Additionalinformation
- Owner
- Remote Module
- Remote Id
Action
Write
- Parent
- Opportunity Name
  Required
- Owner
- Status
- Won Date
- Opportunity Value
- Order Type
- Description
- Remote Module
- Remote ID
Action
Write
- Table Name
  Required
Action
Write

Changing Any Deal Milestone
Changing any milestone in Agile CRM should be triggered.
Trigger
Instant
Try It
New Contact
Triggers when a new contact is add in AgileCRM.
Trigger
Polling
Try It
New Event
Triggers when a new event is created in Agile CRM.
Trigger
Polling
Try It
New Task
Triggers when a new task is added in the Agile CRM.
Trigger
Polling
Try It
- Campaign
  Required
- Subscriber Email
  Required
Action
Write
- Contact Email
  Required
- Score to Be Added
  Required
Action
Write
- Company Name
  Required
- Company URL
Action
Write
- Name
  Required
- Owner
- Probability (%)
- Value
  Required
- Track
- Milestone
- Related To
- Close Date
- Description
- Deal Source
Action
Write
- Email
  Required
- Subject
  Required
- Cc
- Priority
  Required
- Status
- Assignee
  Required
- Message
  Required
Action
Write
- Email
  Required
- First Name
- Last Name
- Company
- Phone
- Tags
- Add Address
- City
- State
- Zip Code
- Country
- Create New Contact
- Website
Action
Write
- Transform
  Required
Action
Write
- Transform
  Required
Action
Write
New Opportunity
Triggers when a new opportunity is created in Commissionly.
Trigger
Polling
Try It
New Product
Triggers when a new product is created in Commissionly.
Trigger
Polling
Try It
- Name
  Required
- Email
- Phone Number
- Mobile Number
- Address
- State
- City
- Zipcode
- Country
- Additional Information
- Owner
- Remote Module
- Remote Id
Action
Write
- Event Name
- Owner
- Date Range
- Start Date
- End Date
- Status
- Won Date
- Description
- Remote Module
- Remote ID
Action
Write
- Product Name
  Required
- Product Category
- Salesprice
- Costprice
- Description
- Owner
- Remote Module
- Remote Id
Action
Write

About Agile CRM

Agile CRM offers contact management, marketing automation, telephony, analytics, web engagement, real-time alerts and social suite. Track, nurture, and sell like a pro.

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About Commissionly

Commissionly is the cloud based sales commission software focused solely on the small to medium business sector.

HelpHelp

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CRM (Customer Relationship Management)

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Zapier Forms

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About Formatter by Zapier

Data isn't always in the format you need. Perhaps a date is in International format, but your app needs it in American format. Or maybe you need to Title Case a subject, truncate text for a Tweet, or turn Markdown text into HTML for your blog. Zapier's Formatter tool can help.

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