Commissionly + Reckon One + Formatter by Zapier
Update Commissionly opportunities from new Reckon One invoices
Find yourself buried in spreadsheets when you need to calculate commissions? This Zapier integration automatically imports your new Reckon One invoice data to a new or updated opportunity in Commissionly, calculating commission payments. Reduce your commission calculation time to minutes and free up resources.
Find yourself buried in spreadsheets when you need to calculate commissions? This Zapier integration automatically imports your new Reckon One invoice data to a new or updated opportunity in Commissionly, calculating commission payments. Reduce your commission calculation time to minutes and free up resources.
- When this happens...New Invoice
Triggers when a new invoice is created.
- automatically do this...Date / Time
Work with dates and times to change formatting or add/subtract time (with line-item support).
- then 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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Select BookRequired
Try ItSelect BookRequired
Try ItSelect BookRequired
Try ItSelect BookRequired
Contact TypeRequired
Display NameRequired
Is ActiveRequired
Is This a Customer
Is This a Supplier
Is This a Superfund
Is This an Employee
Surname or Business NameRequired
First Name or Branch Name
Area Code of Phone Number
Phone Number (Landline)
Mobile Prefix
Mobile Number
Tax Number
Fax Area Code
Fax Number
Email
Website
Is Subject to TPAR
Notes
Customer Credit Limit
Is Business Address Different
Location
Address Type
Address Line 1
Address Line 2
Address Line 3
Suburb
Postcode
Town
State
Country
