How to connect Practice Better + Commissionly
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- Cancelled BookingTriggers when a booking is cancelled.Trigger
- Confirmed BookingTriggers when a booking is confirmed.Trigger
- Confirmed PackageTriggers when a package is confirmed.Trigger
- Program EnrollmentTriggers when a client is enrolled in a program.Trigger
- New ClientAdds a new client to your account.Trigger
- Updated BookingTriggers when a booking is updated.Trigger
- Add ClientAdd a new client to your account.Action
- New Company/AccountTriggers when a new company added in Commissionly.Trigger
- Commissionly
Triggers when a new opportunity is created in Commissionly.
Scheduled
Trigger
- Commissionly
Triggers when a new person (people) added in Commissionly.
Scheduled
Trigger
- Commissionly
Triggers when a new product is created in Commissionly.
Scheduled
Trigger
- Commissionly
Used to create or update an activity in Commissionly. Remote Module and Remote ID fields must be in use for UPDATE to work and Remote Module should be Activities.
Scheduled
Action
- Commissionly
Used to create or update a company or account in Commissionly. Remote Module and Remote ID fields must be in use for UPDATE to work and Remote Module should be be Companies.
Scheduled
Action
- Commissionly
Used to create or update a person or contact in Commissionly. Remote Module and Remote ID fields must be in use for UPDATE to work and Remote Module should be be People.
Scheduled
Action
- Commissionly
Used to create or update an event in Commissionly. Remote Module and Remote ID fields must be in use for UPDATE to work and Remote Module should be be Events.
Scheduled
Action
- Commissionly
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.
Scheduled
Action
- Commissionly
Used to create or update a product in Commissionly. Remote Module and Remote ID fields must be in use for UPDATE to work and Remote Module should be be Products.
Scheduled
Action
- Commissionly
Used to create or update a lookup table data in Commissionly. ID field must be in use for UPDATE to work.
Scheduled
Action
How Practice Better + Commissionly Integrations Work
- Step 1: Authenticate Practice Better and Commissionly.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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