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.
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 Milestone
Triggers when a Deal reaches a specific milestone you choose.
- automatically do this...Date / Time
Work with dates and times to change formatting or add/subtract time (with line-item support).
- then do this!Create/Update Opportunity
Used 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.
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