Generate Commissionly opportunities from new InvoiceBerry invoices
Need to create commission payments from Invoices in InvoiceBerry? Now you can automate the process with this Zapier integration, which automatically creates or updates a Commissionly opportunity with the details from a new InvoiceBerry invoice. You will be able to set up your commission plans, removing formula errors and reducing time to produce commissions down from days to minutes.
Need to create commission payments from Invoices in InvoiceBerry? Now you can automate the process with this Zapier integration, which automatically creates or updates a Commissionly opportunity with the details from a new InvoiceBerry invoice. You will be able to set up your commission plans, removing formula errors and reducing time to produce commissions down from days to minutes.
- When this happens...New Invoice
Triggers when a new invoice is created.
- 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 Client
Triggers when a new client is created.
Try ItNew Expense
Triggers when a new expense is created.
Try ItNew Item
Triggers when a new item is created.
Try ItCompany NameRequired
EmailRequired
Currency
Country
First Name
Last Name
Phone Number
Mobile Number
Street 1
Street 2
City
State
Zip Code
Tax Number
Tax Name
Notes
New Credit Note
Triggers when a new credit note is created.
Try ItNew Invoice
Triggers when a new invoice is created.
Try ItNew Quote
Triggers when a new quote is created.
Try ItClient ID
Client Name
Country ISO
Client Language
Client Currency
Client Email
Client Phone Number
Client Mobile Number
Client Firstname
Client Lastname
Street 1
Street 2
Client City
Client State
Client Zip Code
Client Notes
CurrencyRequired
Language
Start DateRequired
End Date
FrequencyRequired
Discount
Terms
Payment Term Days
Notes
Reference / PO Number
Item Name
Item Description
Item Unit Cost
Item Quantity
Tax 1
Tax 2
Item Data Separator
Auto Send
Message