Tip #11 : Calculate sales commission in Zoho Creator using Webhook
We've been sharing a tip every week to share specific business scenarios which can be implemented for your subscription business. Last week, we shared a tip about the way to customize your checkout page for your billing needs
. This week we will be looking at how you can calculate sales commissions in Zoho Creator using Webhooks.
Majority of subscription businesses will have a dedicated sales team that works with the customers to find their needs, create solutions and thereby ensuring a smooth sales process. The main purpose of the sales representatives is to find new leads using business directories, client referrals, etc. Sometimes, sales representatives will work on following up with existing clients about payments, bringing back the clients who have left the business, etc. Hence, sales representatives have an important role in business which is to bring in new customers all while retaining the existing ones.
The sales representatives usually work for a commission based salary. To put it simpler, the more income they bring into business, the more commission they get. So, businesses might have to record, calculate and maintain the record of the sales per representative to calculate the commission and the bonus.
Let's consider the following scenario to understand this better. Zylker Comics is a subscription business that sells comic books on a renewal basis. They have a dedicated sales team to help them bring in new customers and to also follow up on the existing one regarding the payment. The sales representative gets 3.5% of the total subscription amount as a commission. The Head of the Sales Department at Zylker Comics wants to record the details of the customer, salesperson and the sales commission in a form as soon as an invoice has been raised for the subscription. Maintaining the sales done per representative help them to analyze and understand the data easily.
Now, let us see how we can maintain a separate record for sales person and commissions by integrating Zoho Subscriptions with Zoho Creator.
- An account in Zoho Creator.
- Permissions to access Zoho Creator API.
- Create a Sales commission app in Zoho Creator. (Refer Zoho Creator tutorial on Creating Apps).
- Configure Webhooks in Zoho Subscriptions. (Refer the help documentation to know about webhooks).
- Test your Webhook integration.
Step 1 : Create Sales Commission app in Zoho Creator
In Zoho Creator, create a Sales Commission application with the following fields
- Sales Person
- Contact Name
- Invoice Date
- Invoice Amount
Note: Enter "(0.035 * Invoice_Amount)" as the syntax for the formula to calculate the sales commission.
Step 2 : Configure Webhook
Configure the Webhook in Zoho Subscriptions by navigation to Settings > Automation > Webhooks. While setting up a webhook, specify the following details;
- Module and Event:
Module - Invoice
Predefined Event - Invoice Created
- URL To notify:
<owner_name> - You can view the owner name in the URL bar of your browser. For example, <https://creator.zoho.com/<owner_name>/<application_name>/...> to obtain it.
<application_name> and <form_name> - These are link names for your application form and you can find it here.
- Method: POST
i) authtoken - Specify authtoken from your creator account. Refer this documentation for more details.
ii) scope - creatorapi
iii) All the Field Link Name in Zoho Creator App should be mapped to the corresponding placeholders. Please refer the below image for better understanding.
Also ensure that the date format is the same in Zoho Creator and Zoho Subscriptions. Save the Webhook.
Step 3 : Test the Webhook Integration:
Test your workflow by creating a new Invoice. Make sure that the Sales Person, Contact Name, Invoice Date and Invoice Amount fields are filled with correct information.
Therefore, whenever an invoice is created, a workflow will be triggered which will calculate the sales commission and have it saved in a form in Zoho Creator.
Found this useful? Try it out for your subscription business and let us know. If you have any queries, please feel free to comment them below. We are here to answer them.
The Zoho Subscriptions Team.
Tip #2 - Cancellation of Offline Subscriptions based on the Expected Payment Date
Hello everyone, As you all know, we are coming up with a custom function workflow every week to address specific business scenarios. In continuation of this previous blog, this week we will be seeing about Cancellation of Offline Subscriptions based on the Expected Payment Date. Business Scenario: In general, for any business, the customers make payments via online as well as offline. In case of subscription where the automatic collection of charge is enabled (aka online subscription), the customer's
Tip #4 : Refer and Earn Workflow system for your Subscription Business
Hello everyone, We've been coming up with a tip every week to address specific business scenarios which can be implemented for your business. In continuation to the previous post, this week we will be seeing about how you can implement the Refer and Earn Workflow system to acquire more customers. Why are Referrals important? Customer Acquisition is crucial for any business to sustain itself in a constantly evolving market. It involves persuading new consumers to purchase your products. Customers
Tip #3 : Send SMS Reminders for your Subscription Business
Hello everyone, As you all know, we are coming up with a tip every week to address specific business scenarios. In continuation to the previous blog, this week we will be seeing how you can use SMS reminders for your Subscription Business. Using SMS messages for your Subscription Business: While managing your subscription business, more often than not, you need to keep your customers informed about upcoming renewals, payment reminders and cancellations. By keeping them informed in advance, you can
Tips And Tricks - Announcement
Hello everyone, Every business is unique and each of them follows a specific workflow. While managing your customers' subscriptions with Zoho, you might have some needs unique to your business. Custom Functions helps you address such needs. This is a start to a series of posts, where we will be coming up with a custom function workflow every week that addresses specific business scenarios. Watch this space for further updates! Also, if you have any specific business scenario which needs to be addressed,
Tip #6 : Accessing external URLs from Zoho Subscriptions
Hello everyone, We have been sharing a tip every week to address specific business scenarios which you can implement for your subscription business. Last week, we shared a tip about implementing the Approval Workflow system. This week, let's look at how you can access external URLs with the help of Custom Link. Business Scenario: Every business functions differently and has its unique requirements. At times, businesses might want to access other websites or applications by appending specific information
Zoho Pagesense Resources
Zoho SalesIQ Resources
Zoho TeamInbox Resources
Zoho DataPrep Resources
Zoho CRM Plus Resources
Zoho Books Resources
Zoho Subscriptions Resources
Zoho Desk Resources
Zoho Projects Resources
Zoho Sprints Resources
Zoho Creator Resources
Zoho WorkDrive Resources
Zoho Campaigns Resources
Zoho CRM Resources
Zoho Show Resources
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.