Loading

Commissionly + SugarCRM + Formatter by Zapier

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.

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.

  1. When this happens...
    SugarCRMSugarCRM
    Updated Record

    Triggers when an existing record is updated in a module you specify (Leads, Contacts, Tasks, etc.).

    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!
    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
  • Free forever for core features
  • 14 day trial for premium features & apps

Supported triggers and actions

What does this mean?
    • ModuleRequired

    Trigger
    Scheduled
    Try It
    • ModuleRequired

    Action
    Write
    • ModuleRequired

    • Search Field #1Required

    • Value for Search Field #1Required

    • Search Field #2

    • Value for Search Field #2

    Action
    Search or write
    • TransformRequired

    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
sugarcrm7 logo

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

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

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.

Related categories