Commissionly + Keap Max Classic + Formatter by Zapier

Commissionly + Keap Max Classic integrations

Create or update Commissionly opportunities for new payments in Keap Max Classic

After a sale has been completed comes the task of paying out commissions to those involved. Now you can automate this process with Zapier and Commissionly. Every time a payment is made in Keap Max Classic a record will automatically be created in Commissionly so that it can calculate the commission. Less errors and faster results.

When this happens...
TriggerPolling
automatically do this...
Date / TimeWork with dates and times to change formatting or add/subtract time (with line-item support).
ActionWrite
then do this...
ActionSearch
then do this!
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.
ActionWrite

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Discover other triggers and actions you can use with Formatter by Zapier, Commissionly, and more

- Transform
  Required
Action
Write
- Transform
  Required
Action
Write
New Company/Account
Triggers when a new company added in Commissionly.
Trigger
Polling
Try It
New Person/Contact
Triggers when a new person (people) added in Commissionly.
Trigger
Polling
Try It
- Activity Name
- Owner
- Category
- Description
- Remote Module
- Remote Id
Action
Write

- Lastname
  Required
- Firstname
- Title
- Email
- Phonenumber
- Mobilenumber
- Address
- State
- City
- Zipcode
- Country
- Parent
- Additionalinformation
- Owner
- Remote Module
- Remote Id
Action
Write
- Parent
- Opportunity Name
  Required
- Owner
- Status
- Won Date
- Opportunity Value
- Order Type
- Description
- Remote Module
- Remote ID
Action
Write

- Table Name
  Required
Action
Write

- Transform
  Required
Action
Write
- Transform
  Required
Action
Write
New Opportunity
Triggers when a new opportunity is created in Commissionly.
Trigger
Polling
Try It
New Product
Triggers when a new product is created in Commissionly.
Trigger
Polling
Try It
- Name
  Required
- Email
- Phone Number
- Mobile Number
- Address
- State
- City
- Zipcode
- Country
- Additional Information
- Owner
- Remote Module
- Remote Id
Action
Write
- Event Name
- Owner
- Date Range
- Start Date
- End Date
- Status
- Won Date
- Description
- Remote Module
- Remote ID
Action
Write
- Product Name
  Required
- Product Category
- Salesprice
- Costprice
- Description
- Owner
- Remote Module
- Remote Id
Action
Write

About Commissionly

Commissionly is the cloud based sales commission software focused solely on the small to medium business sector.

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About Keap Max Classic

Keap Max Classic is all-in-one marketing and sales automation software for small businesses. It effortlessly combines CRM, email marketing and e-commerce.

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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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