Guides

➕👤 Add a new rep and calculate his statement

Adding a new rep to your Amalia account is simple. We will cover every step you will need to calculate his first statement 🚀 1. Add the rep on the Directory. Under the Directory , you have two option…

Updated 1 year ago

👤📃 Assign someone to a Plan

Below are the steps to follow if you want to assign someone to a plan. 1. Go to the " Plans " tab in the header. You will see the list of all the plans. 2. Click on the assignment icon below the plan…

Updated 3 years ago

🏆 Create a challenge or a spif

Creating a challenge or spif is fairly easy once you have your plan ready. In this guide, we'll help you to setup a challenge on an existing plan. Optional: setup the prizes table. If you want to giv…

Updated 2 years ago by Sylvain Arnouts

Deactivate a company member

When someone departs from your company, you can deactivate the company member. Deactivation prevents the member from logging in and receiving notifications. Note that deactivation does not exclude th…

Updated 1 year ago by CSM Team

⏭ Create a Workflow for statement validation

Workflows are used in plans to set the steps for statement review. Below are the steps to create your workflow. 1. Click on Admin then Workflows 2. Click on " + Add a new workflow " 3. Write the Name…

Updated 3 years ago

Amalia widget on Salesforce

Please refer to this page for setup on Hubspot. You can use Amalia without leaving Salesforce thanks to our iFrame powered widget. The setup is quick and simple: with our guide it should take you les…

Updated 8 months ago by CSM Team

📨 Set up integrations for external notifications (Slack...)

This guide helps you to setup the slack integration for your company. Connect Slack to your Amalia account. This operation is quite straightforward, you need to go in your company settings and click…

Updated 2 years ago by Sylvain Arnouts

Get started with Amalia API

This guide helps you set up data connection to Amalia through our public API. You will be able to export Amalia calculations such as statement results, KPIs, payments, etc. to any software via a JSON…

Updated 1 year ago by Sylvain Arnouts

⚡️ Automate reporting with Amalia API and Gsheet

This guide helps you set up Amalia API on Gsheet. You will be able to export Amalia calculations such as statement results, KPIs, payments, etc. on any trigger to gsheet

Updated 1 year ago by CSM Team

⚡️ Automate reporting with Amalia API and Zapier

This guide helps you set up Amalia API on Zapier. You will be able to export Amalia calculations such as statement results, KPIs, payments, etc. on any trigger to any software with a Zapier integrati…

Updated 1 year ago by Enle Lien

Amalia widget on Hubspot

Amalia widget on Salesforce. You can use Amalia without leaving Salesforce thanks to our iFrame powered widget. The setup is quick and simple: with our guide it should take you less than 5 minutes if…