Zoho Books integration with Commissionly
How to Create or update Commissionly opportunities for new payments on Zoho invoices
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Create or update Commissionly opportunities for new payments on Zoho invoices" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Commissionly integrations
Once you have completed a successful sale your next task is to pay out commissions. This is now easier with Nekton. By connecting Commissionly you can automate your co...
Commissionly actions
Nekton can use any feature that is available in Commissionly API.
Using our advanced AI, you can easily create custom automations for Commissionly.
Here are some typical actions you can do in your automated workflows.
Create/Update Activity
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.
Create/Update Person/Contact
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.
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.
Create/Update Lookup Table Data
Used to create or update a lookup table data in Commissionly. ID field must be in use for UPDATE to work.
Create/Update Company/Account
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.
Create/Update Event
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.
About Commissionly
Commissionly is the cloud based sales commission software focused solely on the small to medium business sector.