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Close + Commissionly + Formatter by Zapier

Update Commissionly opportunities from new Close opportunities in status

Easily handle commission payments for new opportunities in Close.io with this integration. Set it up and, as soon as a new Close opportunity is in status, you'll automatically add or update an opportunity in Commissionly. Select the stage you would like to use as the trigger to calculate your commission and it will be automatically be calculated for you in near real time. Motivate your team, hands free, to hit their targets and improve results.

Easily handle commission payments for new opportunities in Close.io with this integration. Set it up and, as soon as a new Close opportunity is in status, you'll automatically add or update an opportunity in Commissionly. Select the stage you would like to use as the trigger to calculate your commission and it will be automatically be calculated for you in near real time. Motivate your team, hands free, to hit their targets and improve results.

  1. When this happens...
    CloseClose
    New Opportunity in Status

    Triggers when an opportunity enters a new status. Optionally trigger when an opportunity is created in a status.

    TriggerInstant
  2. automatically do this...
    Formatter by ZapierFormatter by Zapier
    Numbers

    Work with numeric data to do math operations, reformat currencies, and more (with line-item support).

    ActionWrite
  3. then do this!
    CommissionlyCommissionly
    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.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Close triggers, actions, and search

    New Call Recording

    Triggers when a new call recording or voicemail is added to Close.

    Trigger
    Instant
    Try It
    • Contact Smart View IDRequired

    Trigger
    Scheduled
    Try It
    • Custom Activity V 2 Instructions

    • Custom Activity TypeRequired

    • Filled-in fields

    Trigger
    Instant
    Try It
    • Direction

    • Template ID

    • User ID

    Trigger
    Instant
    Try It
    • Direction

    • Completed?

    Trigger
    Instant
    Try It
    • Trigger ActionsRequired

    • Custom Object TypeRequired

    Trigger
    Instant
    Try It
    • Completed?

    Trigger
    Instant
    Try It
close logo
close logo

About Close

Close is a sales productivity platform built to help you close more deals. With built-in calling, SMS, and email—your team can communicate with prospects and customers all in one place. It’s an "all-in-one" platform which you can use standalone without needing any other sales emails tools or calling products.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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commissionly logo
commissionly logo

About Commissionly

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

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formatter logo
formatter logo

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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