Commissionly + Microsoft Excel + Zoho Books Integrations

How to connect Commissionly + Microsoft Excel + Zoho Books

Zapier lets you send info between Commissionly and Microsoft Excel and Zoho Books automatically—no code required. With 7,000+ supported apps, the possibilities are endless.

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Choose an Action
Choose an Action
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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.

Supported triggers and actions

What does this mean?
  • Commissionly triggers, actions, and search

    New Company/Account

    Triggers when a new company added in Commissionly.

    Trigger
    Scheduled
    Try It
  • Commissionly triggers, actions, and search

    New Person/Contact

    Triggers when a new person (people) added in Commissionly.

    Trigger
    Scheduled
    Try It
    • Activity Name

    • Owner

    • Category

    • Description

    • Remote Module

    • Remote Id

    Action
    Write
    • LastnameRequired

    • Firstname

    • Title

    • Email

    • Phonenumber

    • Mobilenumber

    • Address

    • State

    • City

    • Zipcode

    • Country

    • Parent

    • Additionalinformation

    • Owner

    • Remote Module

    • Remote Id

    Action
    Write
  • Commissionly triggers, actions, and search

    New Opportunity

    Triggers when a new opportunity is created in Commissionly.

    Trigger
    Scheduled
    Try It
  • Commissionly triggers, actions, and search

    New Product

    Triggers when a new product is created in Commissionly.

    Trigger
    Scheduled
    Try It
    • NameRequired

    • 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

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How Commissionly + Microsoft Excel + Zoho Books Integrations Work

  1. Step 1: Authenticate Commissionly, Microsoft Excel, and Zoho Books.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
Connect apps
commissionly logo
commissionly logo

About Commissionly

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

Related categories

  • CRM (Customer Relationship Management)

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excel logo
excel logo

About Microsoft Excel

Microsoft's Excel is a spreadsheet application used by millions of users across the world. It is part of the Office ecosystem and is considered the industry standard for spreadsheets. Only files on OneDrive for Business (available with Office 365 and Sharepoint server) are supported at this time with Zapier.
Help

Related categories

  • Microsoft
  • Spreadsheets

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File Management & Storage, Microsoft
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zoho-books logo
zoho-books logo

About Zoho Books

Zoho Books is cloud-based accounting software in which you can record, audit and analyze all financial transactions easily. With secure data storage, easy navigation and customizable features, Zoho Books provide a head start in accounting for small businesses.

Related categories

  • Accounting
  • Zoho