Best answer

ZOHO to Comissionly

  • 15 October 2020
  • 4 replies
  • 39 views

Userlevel 1

Is there a way to get Zapier to just Zap own specific statuses from ZOHO? IE just Won or Paid

icon

Best answer by Troy Tessalone 15 October 2020, 18:12

View original

This post has been closed for comments. Please create a new post if you need help or have a question about this topic.

4 replies

Userlevel 7
Badge +14

Values can be sent from Zoho, but it depends on whether the mapped fields in Commissionly will accept those values as valid.

Userlevel 1

Thanks Troy

 

Have it set up to send all opportunities over. And works well, but the way Commissionly is set up I only really want it to see Won and Paid, not prospect, met with client etc as its corrupting what I want it to see. 

So basically just want to know if I can tell Zapier to just sen Won and Paid and no other status, had a look but I can't work out a way? but thought maybe I'm missing something 

Userlevel 7
Badge +14

Add a Filter step to the Zap: https://zapier.com/apps/filter/help

Userlevel 1

Awesome, thanks Troy, ill have a go at applying that