Best answer

ZOHO to Comissionly

  • 15 October 2020
  • 4 replies

Userlevel 1

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


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

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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:

Userlevel 1

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