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  • SugarCRM logoSugarCRM logo
  • Formatter by Zapier logoFormatter by Zapier logo
  • Commissionly logoCommissionly logo
  • SugarCRM logoSugarCRM logo
  • Formatter by Zapier logoFormatter by Zapier logo

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.

  1. When this happens...
    Updated Record
    Updated Record
    Updated RecordTriggers when an existing record is updated in a module you specify (Leads, Contacts, Tasks, etc.).
  2. automatically do this...
    Date / Time
    Date / Time
    Date / TimeWork with dates and times to change formatting or add/subtract time (with line-item support).
  3. then do this!
    Create/Update Opportunity
    Create/Update Opportunity
    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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    • Module
      Required
    Trigger
    Polling
    Try It
    • Module
      Required
    Action
    Write
    • Module
      Required
    • Search Field #1
      Required
    • Value for Search Field #1
      Required
    • Search Field #2
    • Value for Search Field #2
    Action
    Search
    • Transform
      Required
    Action
    Write
    • Module
      Required
    Trigger
    Polling
    Try It
    • Module
      Required
    Action
    Write
    • Module
      Required
    • Search Field #1
      Required
    • Value for Search Field #1
      Required
    • Search Field #2
    • Value for Search Field #2
    Action
    Search or write
    • Transform
      Required
    Action
    Write
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About Commissionly
Commissionly is the cloud based sales commission software focused solely on the small to medium business sector.
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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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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.
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