Commissionly + Zoho Books

Commissionly + Zoho Books integrations

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.

When this happens...
New Sales InvoiceTriggers when a new sales invoice is created.
TriggerInstant
automatically 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.
ActionWrite

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More things you can do with Zoho Books and Commissionly

Discover other triggers and actions you can use with Zoho Books and Commissionly

- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
Trigger
Instant
Try It
- Organization Name
  Required
- Customer Name
  Required
- Estimate Number
- Date
- Expiry Date
- Name
  Required
- Rate
  Required
- Quantity
  Required
- Discount
- Description
- Exchange Rate
- Estimate Notes
- Send
- Estimate Terms
- Shipping Charge
Action
Write
- Organization
  Required
- Item Name
  Required
- Description
- Rate
- Tax Percentage
- Inventory Tracking Enabled in Organization
Action
Write

- Organization
  Required
- Invoice Number
  Required
Action
Search
New Opportunity
Triggers when a new opportunity is created in Commissionly.
Trigger
Polling
Try It

New Product
Triggers when a new product is created in Commissionly.
Trigger
Polling
Try It
- Name
  Required
- Email
- Phone Number
- Mobile Number
- Address
- State
- City
- Zipcode
- Country
- Additional Information
- Owner
- Remote Module
- Remote Id
Action
Write
- Event Name
- Owner
- Date Range
- Start Date
- End Date
- Status
- Won Date
- Description
- Remote Module
- Remote ID
Action
Write
- Product Name
  Required
- Product Category
- Salesprice
- Costprice
- Description
- Owner
- Remote Module
- Remote Id
Action
Write

- Organization
  Required
Trigger
Instant
Try It
- Status
- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
- PAN Number
- GSTIN or UIN
- GST Treatment
- Place of Contact
- Contact Name
  Required
- 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
- Organization
  Required
- Customer Name
  Required
- Invoice Number
- Invoice Date
- Due Date
- Payment Terms
- Discount
- Exchange Rate
- Item Name
  Required
- Description
- Quantity
  Required
- Rate
  Required
- Discount ($)
- Payment Options
- Shipping Charge
- Adjustment
- Allow Partial Payment
- Notes
- Send
- VAT Treatment
- Tax Treatment
- Reference Number
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
New Company/Account
Triggers when a new company added in Commissionly.
Trigger
Polling
Try It
New Person/Contact
Triggers when a new person (people) added in Commissionly.
Trigger
Polling
Try It
- Activity Name
- Owner
- Category
- Description
- Remote Module
- Remote Id
Action
Write
- Lastname
  Required
- Firstname
- Title
- Email
- Phonenumber
- Mobilenumber
- Address
- State
- City
- Zipcode
- Country
- Parent
- Additionalinformation
- Owner
- Remote Module
- Remote Id
Action
Write
- Parent
- Opportunity Name
  Required
- Owner
- Status
- Won Date
- Opportunity Value
- Order Type
- Description
- Remote Module
- Remote ID
Action
Write
- Table Name
  Required
Action
Write

About Commissionly

Commissionly is the cloud based sales commission software focused solely on the small to medium business sector.

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CRM (Customer Relationship Management)

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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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Related categories

Accounting

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