Commissionly + Highrise + Formatter by Zapier

Add Commissionly opportunities from new changes to deal status in Highrise

Automating your commission calculations easy easy with this Highrise-Commissionly integration. Set it up to automatically add or update an opportunity in Commissionly when a deal status in Highrise is changed. You can select the status in Commissionly that you wish to use to pay out commissions. Commissions are calculated in near real time, so that your team can focus on delivering results.

Automating your commission calculations easy easy with this Highrise-Commissionly integration. Set it up to automatically add or update an opportunity in Commissionly when a deal status in Highrise is changed. You can select the status in Commissionly that you wish to use to pay out commissions. Commissions are calculated in near real time, so that your team can focus on delivering results.

  1. When this happens...
    HighriseHighrise
    Changed Deal Status

    Triggered when the status of a deal has changed. Note: only triggers one status change per deal per day.

    TriggerScheduled
  2. automatically do this...
    Formatter by ZapierFormatter by Zapier
    Date / Time

    Work with dates and times to change formatting or add/subtract time (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?
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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  • CRM (Customer Relationship Management)

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highrise logo
highrise logo

About Highrise

Highrise CRM helps you manage your contacts, keep track of who said what when, schedule follow-ups, set reminders, and convert leads into done deals.
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  • CRM (Customer Relationship Management)

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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.
Learn moreHelp

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