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Commissionly + Zoho Books

Create or update Commissionly opportunities for new payments on Zoho invoices

Is it taking to much time to calculate commissions on your sales in Zoho Books manually? Now with Zapier you can create a link to Commissionlys commission calculation platform and automate the process. Every time an invoice is paid it will automatically be passed to Commissionly for commission calculation. Now you will more easily be able to provide commission details to your team members to motivate them and deliver improved results.

Is it taking to much time to calculate commissions on your sales in Zoho Books manually? Now with Zapier you can create a link to Commissionlys commission calculation platform and automate the process. Every time an invoice is paid it will automatically be passed to Commissionly for commission calculation. Now you will more easily be able to provide commission details to your team members to motivate them and deliver improved results.

  1. When this happens...
    Zoho BooksZoho Books
    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
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Supported triggers and actions

What does this mean?
    • OrganizationRequired

    Trigger
    Instant
    Try It
    • OrganizationRequired

    Trigger
    Instant
    Try It
    • OrganizationRequired

    Trigger
    Instant
    Try It
    • Organization NameRequired

    • Customer NameRequired

    • Estimate Number

    • Date

    • Expiry Date

    • NameRequired

    • RateRequired

    • QuantityRequired

    • Discount

    • Description

    • Exchange Rate

    • Estimate Notes

    • Send

    • Estimate Terms

    • Shipping Charge

    Action
    Write
    • OrganizationRequired

    Trigger
    Instant
    Try It
    • Status

    • OrganizationRequired

    Trigger
    Instant
    Try It
    • OrganizationRequired

    • PAN Number

    • GSTIN or UIN

    • GST Treatment

    • Place of Contact

    • Contact NameRequired

    • Company Name

    • First Name

    • Last Name

    • Email

    • Website

    • Phone

    • Mobile

    • Billing Address Address

    • Billing Address City

    • Billing Address Zip

    • Billing Address State

    • Billing Address Country

    • Billing Address Fax

    • Shipping Address Address

    • Shipping Address City

    • Shipping Address State

    • Shipping Address Country

    • Shipping Address Fax

    • Shipping Address Zip

    • Payment Terms

    • Notes

    • Vat Treatment

    • Tax Treatment

    • TRN Number

    • Place of Supply

    Action
    Write
    • OrganizationRequired

    • Customer NameRequired

    • Invoice Number

    • Invoice Date

    • Due Date

    • Payment Terms

    • Discount

    • Exchange Rate

    • Item NameRequired

    • Description

    • QuantityRequired

    • RateRequired

    • Discount ($)

    • Payment Options

    • Shipping Charge

    • Adjustment

    • Allow Partial Payment

    • Notes

    • Send

    • VAT Treatment

    • Tax Treatment

    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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Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
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zoho-books logo

About Zoho Books

Zoho Books is cloud-based accounting software in which you can record, audit and analyze all financial transactions easily. With secure data storage, easy navigation and customizable features, Zoho Books provide a head start in accounting for small businesses.

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