Commissionly + Moneybird

Commissionly + Moneybird integrations

Create opportunities in Commissionly when new invoices are created in Moneybird

This Zapier integration lets you automate your commission calculation process, hands free, by automatically creating or updating an opportunity in Commissionly with the details of a new Moneybird invoices. After setting up your commission plan in Commissionly, you'll be producing commission calculations effortlessly to drive growth and motivate your sales teams.

When this happens...
New Sales InvoiceTriggers when a new sales invoice is created.
TriggerInstant
automatically do this!
Create/Update OpportunityUsed 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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More things you can do with Moneybird and Commissionly

Discover other triggers and actions you can use with Moneybird and Commissionly

New Contact
Triggers when a new contact is created.
Trigger
Instant
Try It
New Sales Invoice
Triggers when a new sales invoice is created.
Trigger
Instant
Try It
- Company Name
- Address1
- Address2
- Zipcode
- City
- Country
- Email
- Phone
- Delivery Method
- Customer Id
- Tax Number
- Firstname
- Lastname
- Chamber Of Commerce
- Send Invoices To Attention
- Send Invoices To Email
- Send Quotes To Attention
- Send Quotes To Email
- Import Job
- Sepa Active
- Sepa Iban
- Sepa Iban Account Name
- Sepa Bic
- Sepa Mandate Id
- Sepa Mandate Date
- Sepa Sequence Type
- Email Ubl
Action
Write
- Contact Id
  Required
- Reference
- Quote Date
- Remove Quote Sequence Id
- Language
- Currency
- Prices Are Incl Tax
- Show Tax
- First Due Interval
- Pre Text
- Post Text
- Discount
- Description
- Period
- Price
- Amount
- Tax Rate Id
- Ledger Account Id
- Row Order
Action
Write
- Sales invoice id
  Required
- Delivery Method
- Sending Scheduled
- Deliver UBL
- Mergeable
- Email Address
- Email Message
- Invoice Date
Action
Write

- Name
- Percentage
- Country
Action
Search
New Company/Account
Triggers when a new company added in Commissionly.
Trigger
Polling
Try It

New Person/Contact
Triggers when a new person (people) added in Commissionly.
Trigger
Polling
Try It
- Activity Name
- Owner
- Category
- Description
- Remote Module
- Remote Id
Action
Write
- Lastname
  Required
- Firstname
- Title
- Email
- Phonenumber
- Mobilenumber
- Address
- State
- City
- Zipcode
- Country
- Parent
- Additionalinformation
- Owner
- Remote Module
- Remote Id
Action
Write
- Parent
- Opportunity Name
  Required
- Owner
- Status
- Won Date
- Opportunity Value
- Order Type
- Description
- Remote Module
- Remote ID
Action
Write
- Table Name
  Required
Action
Write

New Quote
Triggers when a new quote is created.
Trigger
Instant
Try It
- Document id
  Required
- File url
  Required
Action
Write
- Reference
  Required
- Date
  Required
- Contact Id
  Required
Action
Write
- Contact Id
  Required
- Reference
- Invoice Sequence Id
- Remove Invoice Sequence Id
- Invoice Date
- First Due Interval
- Currency
- Prices Are Incl Tax
- Payment Conditions
- Discount
- Description
- Period
- Price
- Amount
- Tax Rate Id
- Ledger Account Id
- Row Order
Action
Write
- Query
Action
Search
- Query
- Company Name
- Address1
- Address2
- Zipcode
- City
- Country
- Email
- Phone
- Delivery Method
- Customer Id
- Tax Number
- Firstname
- Lastname
- Chamber Of Commerce
- Send Invoices To Attention
- Send Invoices To Email
- Send Quotes To Attention
- Send Quotes To Email
- Import Job
- Sepa Active
- Sepa Iban
- Sepa Iban Account Name
- Sepa Bic
- Sepa Mandate Id
- Sepa Mandate Date
- Sepa Sequence Type
- Email Ubl
Action
Search or write
New Opportunity
Triggers when a new opportunity is created in Commissionly.
Trigger
Polling
Try It
New Product
Triggers when a new product is created in Commissionly.
Trigger
Polling
Try It
- Name
  Required
- Email
- Phone Number
- Mobile Number
- Address
- State
- City
- Zipcode
- Country
- Additional Information
- Owner
- Remote Module
- Remote Id
Action
Write
- Event Name
- Owner
- Date Range
- Start Date
- End Date
- Status
- Won Date
- Description
- Remote Module
- Remote ID
Action
Write
- Product Name
  Required
- Product Category
- Salesprice
- Costprice
- Description
- Owner
- Remote Module
- Remote Id
Action
Write

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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About Moneybird

Moneybird provides cloud accounting for SME's in Holland.

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Related categories

Accounting