Commissionly + Microsoft Excel
Create Commissionly opportunities when new rows are added to Microsoft Excel
If you are calculating commissions in Excel you can now use this automation to pass your row data though to Commissionly commissions calculation app. Each time a new row is added to your Excel spreadsheet and a new opportunity will be created and the commission calculated. You will have error-free and fast commission calculations.
If you are calculating commissions in Excel you can now use this automation to pass your row data though to Commissionly commissions calculation app. Each time a new row is added to your Excel spreadsheet and a new opportunity will be created and the commission calculated. You will have error-free and fast commission calculations.
- When this happens...New Row
Triggers when a new row is added to a worksheet in a spreadsheet.
- automatically 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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Plan Restrictions
Storage Source
Folder
WorkbookRequired
WorksheetRequired
Try ItPlan Restrictions
Storage Source
Folder
WorkbookRequired
Try ItPlan Restrictions
Storage Source
Folder
WorkbookRequired
WorksheetRequired
Plan Restrictions
Storage Source
Folder
WorkbookRequired
WorksheetRequired
TableRequired
Plan Restrictions
Storage Source
Folder
WorkbookRequired
WorksheetRequired
TableRequired
Try ItPlan Restrictions
Storage Source
Folder
WorkbookRequired
WorksheetRequired
Trigger Column
Try ItPlan Restrictions
Storage Source
Folder
WorkbookRequired
WorksheetRequired
Plan Restrictions
Storage Source
Folder
TitleRequired
Column Headers
Zap Step Id
