Commissionly + SugarCRM + Formatter by Zapier
Commissionly + SugarCRM + Formatter by Zapier
Commissionly + SugarCRM integrations
Generate Commissionly opportunities from new Sugar CRM 7+ record updates
Keep your commission workflows humming with this integration, which automatically creates or updates a Commissionly opportunity whenever a Sugar CRM 7+ record is updated. From there you can select any module in Sugar and any field to allow Commissionly to easily calculate you commissions.
- When this happens...Updated RecordTriggers when an existing record is updated in a module you specify (Leads, Contacts, Tasks, etc.).
- automatically do this...Date / TimeWork with dates and times to change formatting or add/subtract time (with line-item support).
- then 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.
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- ModuleRequired
Try ItTriggerPolling- ModuleRequired
ActionWrite- ModuleRequired
- Search Field #1Required
- Value for Search Field #1Required
- Search Field #2
- Value for Search Field #2
ActionSearch- TransformRequired
ActionWrite
- ModuleRequired
Try ItTriggerPolling- ModuleRequired
ActionWrite- ModuleRequired
- Search Field #1Required
- Value for Search Field #1Required
- Search Field #2
- Value for Search Field #2
ActionSearch or write- TransformRequired
ActionWrite
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About SugarCRM
SugarCRM is an online CRM platform that helps you manage your sales, marketing, and customer support better.
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About Formatter by Zapier
Data isn't always in the format you need. Perhaps a date is in International format, but your app needs it in American format. Or maybe you need to Title Case a subject, truncate text for a Tweet, or turn Markdown text into HTML for your blog. Zapier's Formatter tool can help.