Tip #11 : Calculate sales commission in Zoho Creator using Webhook

Tip #11 : Calculate sales commission in Zoho Creator using Webhook

Hello everyone,

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.

Business Scenario:

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.

Pre-requisites:
  • An account in Zoho Creator.
  • Permissions to access Zoho Creator API.
Procedure:
  1. Create a Sales commission app in Zoho Creator. (Refer Zoho Creator tutorial on Creating Apps).
  2. Configure Webhooks in Zoho Subscriptions. (Refer the help documentation to know about webhooks).
  3. 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;

  1. Module and Event:
    Module -
    Invoice
    Predefined Event -
    Invoice Created
  2. URL To notify:
    https://creator.zoho.com/api/<owner_name>/json/<application_name>/form/<form_name>/record/add

    where;
    <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.
  3. Method: POST
  4. Parameters:

    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.


Regards,
Sasidaran K,
The Zoho Subscriptions Team.


    • Sticky Posts

    • 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 #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 #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
      • Recent Topics

      • ZOHO.CRM.UI.Record.open not working properly

        I have a Zoho CRM Widget and in it I have a block where it will open the blocks Meeting like below block.addEventListener("click", () => { ZOHO.CRM.UI.Record.open({ Entity: "Events", RecordID: meeting.id }).catch(err => { console.error("Open record failed:",
      • How Does Knowledge Base Search and Article Recommendation Work?

        Hello, I would like to understand how the Knowledge Base search engine works. Specifically, does it search based on: The article title only? The full article content? Both, the article and the content? Keywords? Tags? Also, how does the system determine
      • Super Admin Logging in as another User

        How can a Super Admin login as another user. For example, I have a sales rep that is having issues with their Accounts and I want to view their Zoho Account with out having to do a GTM and sharing screens. Moderation Update (8th Aug 2025): We are working
      • Do buttons and vba msgbox work on mobile, specifially the iPhone zoho sheets app?

        In Zoho sheets on the web, I inserted a button and assigned a VBA macro to it. It pops up a msgbox with some text. When I go onto the iPhone mobile zoho sheets app, the button is there. When I click on that button, the spinning asterisk appears for a
      • [Webinar] Solving business challenges- Handling the challenge of transitioning to Zoho Writer from legacy tools

        Moving to Zoho Writer is a great way to consolidate your business tools and become more agile. With multiple accessibility modes, no-code automation, and extensive integration with business apps and content platforms, Zoho Writer helps solve your organization's
      • How exactly does "Reply assistance" work in Zoho Desk? What context is sent to the LLM?

        Hi, Im trying to better understand the technical behavior of the feature "Reply assistance" in Zoho Desk, and I couldn’t find detailed information in the current documentation. Specifically, I have questions about what data is actually being sent to the
      • Custom Fonts in Zoho CRM Template Builder

        Hi, I am currently creating a new template for our quotes using the Zoho CRM template builder. However, I noticed that there is no option to add custom fonts to the template builder. It would greatly enhance the flexibility and branding capabilities if
      • How can I effectively manage a website with your help?

        I’m wondering if it’s possible to develop a custom website with specific features using Zoho as an alternative platform. My goal is to create a website similar to https://tmsim.ph, with the same kind of functionality and user experience. I would truly
      • Introducing the Yes/No field: Binary decisions made beautiful

        Greetings, form architects! What would you do when you need a simple yes/no answer on your form? Normally, you add a Radio field. Type Yes. Type No. Until now. The new Yes/No field is purpose-built for binary decisions. It is preconfigured, visually consistent,
      • How to Invoice Based on Timesheet Hours Logged on a Zoho FSM Work Order

        Hi everyone, We’re working on optimizing our invoicing process in Zoho FSM, and we’ve run into a bit of a roadblock. Here’s our goal: We want to invoice based on the actual number of hours logged by our technicians on a job, specifically using the timesheets
      • Move email between inboxes?

        Is it possible to move emails from one team inbox to another? We would like to be able to have a single "catch-all" inbox for incoming requests, and then move the email to the appropriate department inbox. I was hoping we would be able to accomplish this
      • The power of workflows in Zoho Marketing Automation - Video Webinar

        In this Zoho Marketing Automation video webinar, our experts walk you through: Why you may want to create marketing workflows How to create marketing workflows Use Zoho CRM data and apply workflows to automate your marketing strategy How workflows can
      • Offer already made- but I withdrew it

        I made an offer letter, but made a mistake on it. I withdrew the offer but now I can't recreate the correct offer. Zoho keeps saying that "A same offer has already been made". I look in the "offers" and there are NO offers (this is the first time I've
      • Zoho CRM's sales trend and sales follow-up trend dashboards are now customizable

        Dear Customers, We're here with good news! Sales trend and sales follow-up trend are two system-defined dashboards that help you understand trends and anomalies in your sales outreach and conversion efforts. They use Zia's intelligence to identify patterns
      • Task list flag Internal/External for all phases

        Phases are commonly used in projects to note milestones in the progression of a project, while task lists can be used to group different types of tasks together. It makes sense to be able to define a task list as either internal or external however the
      • Approvals in Zoho Creator

        Hi, This is Surya, in one of  my creator application I have a form called job posting, and I created an approval process for that form. When a user submits that form the record directly adding to that form's report, even it is in the review for approval.
      • Introducing Rule-Based AI Coding Assistants for Zoho Finance Widgets

        Hello customers, We’ve introduced rule-based AI coding assistants to speed up Zoho Finance widget development. You can try them out in Cursor AI and GitHub Copilot. This helps you build widgets quickly using simple prompts, while ensuring the generated
      • Marketing Tip #21: Create an About Us page

        People don’t just buy products, they buy from brands they trust. An About Us page helps customers understand who you are, what you stand for, and why your business exists. It adds a human touch to your store and reassures shoppers that there’s a real
      • Zobot to handle single choice menu when dynamic list content is more than 10 items

        Whatsapp supports maximum of only 10 items for its single choice menu. When we need to show a dynamic list with content more than 10, this could be challenging. We essentially need to add a next and previous buton here in order to make it functional.
      • Add the ability to Hide Pages in Page Rules

        Hi, We have Field Rules to show and hide fields and we have page Rules, but we can't hide a page in Page Rules so it isn't completed before the previous page (And then have the Deny Rules to prevent submitting without both pages completed), we can only
      • Column letter from number

        Hello, I am trying to select a cell and i have the column number. How do i do this or is there a way of getting the letter from the number? Thank you
      • Zoho CRM for Everyone's NextGen UI Gets an Upgrade

        Hello Everyone We've made improvements to Zoho CRM for Everyone's Nextgen UI. These changes are the result of valuable feedback from you where we’ve focused on improving usability, providing wider screen space, and making navigation smoother so everything
      • Composite Product (kit) - Dynamic Pricing

        I am setting up Composite Products for item kits that I sell. I also sell the items from the kit individually. Problem is when pricing changes on an individual part, the Composite Product price does not change meaning when the cost of item # 2 in the
      • View Answer Bot conversations?

        We are trialing Zia and are experimenting with Answer Bot on our knowledge base. So far so good! Management asks me if it is possible to view Answer Bot conversations, the purpose being to look over its shoulder and confirm that it is working as des
      • Train Zia answer bot on only part of Knowledge Base?

        We are trialing Zia answer bot and hope to use it on the knowledge base to help our users find the information they are looking for. I have found how to train Zia on the entirety of our knowledge base. But is there a way to train it on only certain categories
      • Smarter holiday planning with yearly-specific Holiday Lists

        Hello everyone! Managing holidays and business hours is now easier and more efficient. Holiday Lists now support holidays that fall on different dates every year, while business hours now supports more than one holiday list. This helps businesses manage
      • Temporary Outage in Zoho Cliq Affecting US Users – July 23, 2025

        We experienced a service disruption in Zoho Cliq that impacted core functionality for users in the US region. The issue occurred between Jul 23, 2025, 06:54:00 PM IST and 07:13:13 PM IST, lasting approximately 19 minutes. To restore service stability,
      • Zoho Writer for Proposals

        Hi, one of the things we've struggled with since moving to Zoho ecosystem is our proposal software Qwilr does not integrate well. It surprises me Zoho doesn't have proposal software but given all the capabilities of Zoho Writer, I'm wonder if anyone is
      • How Do Mutliple Sales People Prospect in the "LEADS" module without calling the same leads?

        We have 4 sales reps and the Leads module does not have real time intuitive knowlodge to make the sales rteps dont call the same people at the same time. How can we crate a fluent prospecting sytem where the salres reps can go out bound without calling
      • Possible to delete the "Big Deal Alert" in Zoho CRM?

        Hi, Is it possible to delete the "Big Deal Alert" in Zoho CRM? My company has no need for it and I want to remove it to clean up my email templates list. Thank you.
      • How to Create a Fixed Sliding Time Window (D-45 to D-15) in Zoho Analytics ?

        Hello, I would like to create a report in Zoho Analytics based on a sliding time window between D-45 and D-15, with a fixed snapshot of that specific period. The data displayed should strictly reflect activity recorded between D-45 and D-15 only, without
      • Wie veröffentliche ich ein PDF Datei?

        Hallo! Wie veröffentliche ich PDF Datein ich habe ein PDF Datei und den sieht ihr im Upload ich möchte ihn veröffentlichen wie? Mit Freundlichen Grüßen, Herr Bahaa Addin Chkirid
      • 🚀 WorkDrive 6.0 (Phase 1): Empowering Teams with Content Intelligence, Automation, Accessibility, and Control

        Hello, everyone! WorkDrive continues to evolve from a robust file management solution into an intelligent, secure, and connected content collaboration platform for modern businesses. Our goal remains unchanged: to simplify teamwork, strengthen data security,
      • Zoho Campaigns: An Outstanding Email Marketing Tool

        Introducing Zoho Campaigns! A product designed by Zoho, the Zoho Campaigns is made to create, deliver, and manage integrated email campaigns that can help in boosting the sales of a company and its customer base. Zoho Campaigns is actually an email marketing
      • Zoho Creator Developer Console | Improved Distribution and Lifecycle Management for apps

        Hello everyone, We're excited to introduce new enhancements now in the Zoho Creator Developer Console. These updates strengthen private app distribution through licensing controls and extend environment support across all installed apps, helping teams
      • Anchor Links in Dashboards

        Hello,  Our dashboards frequently have multiple sections that would be more easily skipped between using anchor links. Please consider adding an anchor link feature to the text widget? This could be done by adding an anchor link option to the text widget next to the "remove" option (see screenshot). The option would assign an ID to the <div> containing the text widget in the live dashboard. Then, the chosen ID could be linked using a traditional <a href="#link_id"> in the html section of the text
      • Sync images with Shopify/Cart

        Hello, sync images with shopify or other cart, it cuts out the double work of having to upload to shopify/cart and zoho. Thanks
      • Allow selection of select inactive users in User data fields

        Hello, We sometimes need to select a previous employee that has an inactive account in the User data field. For example, when doing database cleanup and indicating actions are done by a certain employee that weren't filled out when they were part of the
      • Is it Possible to Modify Standard Report Urls

        Is there a way to permanently modify standard report Urls? Use case: Suppose I have a Products report. Showing list as timeline, calendar, or kanban doesn't make sense. Want to hide that from users by adding #Report:Products?zc_ShowAs=false&zc_Print=false
      • Assessment Answered - Automation (Related List)

        Hello everyone, We have linked a candidate assessment to our job posting. When someone applies, they are required to answer all the assessment questions. However, some candidates submit their applications without completing the questions. In such cases,
      • Next Page