How to connect Commissionly + Microsoft Excel + Zoho Books
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Do even more with Commissionly + Microsoft Excel + Zoho Books
With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Commissionly, Microsoft Excel, and Zoho Books. And don’t forget that you can add more apps and actions to create complex workflows.
New Company/Account
Triggers when a new company added in Commissionly.
Try ItNew Person/Contact
Triggers when a new person (people) added in Commissionly.
Try ItActivity Name
Owner
Category
Description
Remote Module
Remote Id
LastnameRequired
Firstname
Title
Email
Phonenumber
Mobilenumber
Address
State
City
Zipcode
Country
Parent
Additionalinformation
Owner
Remote Module
Remote Id
New Opportunity
Triggers when a new opportunity is created in Commissionly.
Try ItNew Product
Triggers when a new product is created in Commissionly.
Try ItNameRequired
Email
Phone Number
Mobile Number
Address
State
City
Zipcode
Country
Additional Information
Owner
Remote Module
Remote Id
Event Name
Owner
Date Range
Start Date
End Date
Status
Won Date
Description
Remote Module
Remote ID
Join millions worldwide who automate their work using Zapier
How Commissionly + Microsoft Excel + Zoho Books Integrations Work
- Step 1: Authenticate Commissionly, Microsoft Excel, and Zoho Books.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.