Commissionly + Microsoft Dynamics 365 CRM + Formatter by Zapier + Filter by Zapier

Create or Update Commissionly opportunities when new opportunities are updated in Microsoft Dynamics 365

Decrease the time it takes to calculate commissions from deals. Integrate with Commissionly commission calculation app to calculate commissions in near realtime. This integration will create or update opportunities in Commissionly so that your sales team will have near real-time access to commission calculations. Remove errors, reduce disputes, and motivate your team.

Decrease the time it takes to calculate commissions from deals. Integrate with Commissionly commission calculation app to calculate commissions in near realtime. This integration will create or update opportunities in Commissionly so that your sales team will have near real-time access to commission calculations. Remove errors, reduce disputes, and motivate your team.

  1. When this happens...
    Microsoft Dynamics 365 CRMMicrosoft Dynamics 365 CRM
    Updated Opportunity

    Triggers when an opportunity has been updated.

    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...
    Filter by ZapierFilter by Zapier
    Only continue if...

    Set up rules to specify when this Zap can continue running.

    ActionFilter
  4. 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?
  • Microsoft Dynamics 365 CRM triggers, actions, and search

    New Account

    Triggers when a new account is created.

    Trigger
    Scheduled
    Try It
  • Microsoft Dynamics 365 CRM triggers, actions, and search

    New Contact

    Triggers when a new contact is created.

    Trigger
    Scheduled
    Try It
    • Custom EntityRequired

    Trigger
    Scheduled
    Try It
    • Info

    Trigger
    Scheduled
    Try It
    • Info

    Trigger
    Scheduled
    Try It
    • Info

    Trigger
    Scheduled
    Try It
  • Microsoft Dynamics 365 CRM triggers, actions, and search

    New Case/Incident

    Triggers when a new case/incident is created.

    Trigger
    Scheduled
    Try It
  • Microsoft Dynamics 365 CRM triggers, actions, and search

    New Invoice

    Triggers when a new invoice is created.

    Trigger
    Scheduled
    Try It
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About Commissionly

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

  • CRM (Customer Relationship Management)

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microsoft-dynamics-crm logo
microsoft-dynamics-crm logo

About Microsoft Dynamics 365 CRM

Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
Learn moreHelp

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  • CRM (Customer Relationship Management)
  • Microsoft

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About Formatter by Zapier

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Only allow a Zap to proceed when a certain condition is met. For example, if you're sending a text message when you receive a new email, you could use a Filter that only sends a text message when the email received is from a certain address.
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