Skip to content
Loading

Commissionly + Moneybird

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.

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.

  1. When this happens...
    MoneybirdMoneybird
    New Sales Invoice

    Triggers when a new sales invoice is created.

    TriggerInstant
  2. automatically 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
Start free with email
Start free with Google
Start free with email
Start free with Google
  • Free forever for core features
  • 14 day trial for premium features & apps

Supported triggers and actions

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

    New Contact

    Triggers when a new contact is created.

    Trigger
    Instant
    Try It
  • Moneybird triggers, actions, and search

    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 IdRequired

    • 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
  • Moneybird triggers, actions, and search

    New Quote

    Triggers when a new quote is created.

    Trigger
    Instant
    Try It

    • Document idRequired

    • File urlRequired

    Action
    Write

    • ReferenceRequired

    • DateRequired

    • Contact IdRequired

    Action
    Write

    • Contact IdRequired

    • 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
commissionly logo
commissionly logo

About Commissionly

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

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
moneybird logo
moneybird logo

About Moneybird

Moneybird provides cloud accounting for SME's in Holland.
Learn more

Related categories