Create opportunities in Commissionly when new invoices are paid in bexio
Remove the need for spreadsheets and calculate commissions automatically with this integration, which connects bexio with Commisionly's commission platform. When an invoice is paid in bexio, the update will be passed to Commissionly, as a new or update opportunity, and the commission will be calculated. Easily show your sales teams their process against targets during the commission period.
Remove the need for spreadsheets and calculate commissions automatically with this integration, which connects bexio with Commisionly's commission platform. When an invoice is paid in bexio, the update will be passed to Commissionly, as a new or update opportunity, and the commission will be calculated. Easily show your sales teams their process against targets during the commission period.
- When this happens...New Sales-Invoice
Triggers when a Sales-Invoice is created or updated with the chosen status (line items not provided).
- automatically 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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New/Updated Company
Triggers when a company is added or updated.
Try ItStatus of Order
Trigger each status changeRequired
Try ItNew Product
Triggers new Products.
Try ItStatus of Quote
Trigger each status changeRequired
Try It
Status of Invoice
Trigger each status changeRequired
Try ItNew/Updated Person
Triggers when a person is added or updated.
Try ItState of Project
Trigger each status changeRequired
Try ItCombined EntryRequired
Automatic Reference Number
Date (line item support)Required
Reference Number (line item support)
CurrencyRequired
Debit Account Numbers (line item support)Required
Credit Account Numbers (line item support)Required
Vat (line item support)
VAT Account
Description (line item support)
Amount (line item support)Required