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Commissionly + Microsoft Dynamics 365 CRM + Formatter by Zapier + Filter by Zapier

Commissionly + Microsoft Dynamics 365 CRM + Formatter by Zapier + Filter by Zapier

Commissionly + Microsoft Dynamics 365 CRM integrations

Create or Update Commissionly opportunities when new opportunities are updated in Microsoft Dynamics 365

Decrease the time it takes to calculate commissions from deals. Integrate with Commissionly commission calculation app to calculate commissions in near realtime. This integration will create or update opportunities in Commissionly so that your sales team will have near real-time access to commission calculations. Remove errors, reduce disputes, and motivate your team.

  1. When this happens...
    Updated Opportunity
    Updated Opportunity
    Updated OpportunityTriggers when an opportunity has been updated.
  2. automatically do this...
    Date / Time
    Date / Time
    Date / TimeWork with dates and times to change formatting or add/subtract time (with line-item support).
  3. then do this...
    Only continue if...
    Only continue if...
    Only continue if...Set up rules to specify when this Zap can continue running.
  4. then do this!
    Create/Update Opportunity
    Create/Update Opportunity
    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.
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Discover other triggers and actions you can use with Microsoft Dynamics 365 CRM, Formatter by Zapier, and more

  • Microsoft Dynamics 365 CRM triggers, actions, and search
    New Account

    Triggers when a new account is created.

    Trigger
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    • Custom Entity
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    Trigger
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    • Info
    Trigger
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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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About Microsoft Dynamics 365 CRM
Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
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About Formatter by Zapier
Data isn't always in the format you need. Perhaps a date is in International format, but your app needs it in American format. Or maybe you need to Title Case a subject, truncate text for a Tweet, or turn Markdown text into HTML for your blog. Zapier's Formatter tool can help.
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About Filter by Zapier
Only allow a Zap to proceed when a certain condition is met. For example, if you're sending a text message when you receive a new email, you could use a Filter that only sends a text message when the email received is from a certain address.
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