Commissionly + Crelate + Formatter by Zapier
Add opportunities in Commissionly with new updates to Crelate jobs
If you're calculating commissions on your Crelate jobs, this Zapier integration will save you time and effort. Once set up, add or update a Commissionly opportunity as soon as a job is updated in your Crelate account. Calculate commissions due in near real time
If you're calculating commissions on your Crelate jobs, this Zapier integration will save you time and effort. Once set up, add or update a Commissionly opportunity as soon as a job is updated in your Crelate account. Calculate commissions due in near real time
- When this happens...Updated Job
Triggers when a job's details are updated. Does not trigger on new activities.
- automatically do this...Date / Time
Work with dates and times to change formatting or add/subtract time (with line-item support).
- then do this!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.
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New Company
Triggers when a company is created.
Try ItNew Contact
Triggers when a contact is created.
Try ItNew Job
Triggers when a job is created.
Try ItNameRequired
External ID
Description
Company Type
Parent Company
Billing Contact
Street Address
City
State
Zip Code
Main Phone
Fax
Sales Email
Sales Phone
Support Email
Support Phone
Other Email
Skype Phone
Website
Blog
LinkedIn
Facebook
Updated Company
Triggers when a company's details are updated. Does not trigger on new activities.
Try ItUpdated Contact
Triggers when a contact's details are updated. Does not trigger on new activities.
Try ItUpdated Job
Triggers when a job's details are updated. Does not trigger on new activities.
Try ItFirst NameRequired
Middle Name
Last Name
Salutation
External Id
Current Position Title
Current Company
Street Address
City
State
Zip Code
Mobile Phone
Work Phone
Personal Email Address
Work Email Address
Other Email Address
Personal Website Url
Business Url
Blog Url
Facebook Url
LinkedIn Url
Birthday
Anniversary Date
Salary
