ComTrack + Schedule by Zapier
Add rows in ComTrack every month
Automatically add a new row to your All Time Data in ComTrack each month to capture recurring items such as miscellaneous expenses, bonuses, or other custom adjustments. This Zap keeps you organized without the effort of repetitive manual updates.
Automatically add a new row to your All Time Data in ComTrack each month to capture recurring items such as miscellaneous expenses, bonuses, or other custom adjustments. This Zap keeps you organized without the effort of repetitive manual updates.
- When this happens...Every Month
Triggers every month, on the day(s) selected.
- automatically do this!Add Row
Add a row to the commission table.
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Frequency TypeRequired
Interval
Start DateRequired
Time of DayRequired
Timezone Override (Optional)
Try ItTime Offset
Trigger on weekends?
Try ItDay of the WeekRequired
Time of DayRequired
Try ItFolderRequired
Number of RulesRequired
Time of DayRequired
Trigger on weekends?
Try ItDay of the MonthRequired
Time of DayRequired
Try ItAgent Name
Carrier
Agent ID
Agent NPN
Statement Date
Client Full Name
Client First Name
Client Middle Name Initial
Client Last Name
Carrier Member ID
Policy Number
Effective Date
Prior Plan
Termination Date
Termination Reason
Line
Sub Line
Plan Type
Plan
Contract
PBP
Member State
Member County
Premium
Agent Split
Comp Rate
Lives
Commission
Expected Commission
Commission Action
Agent Comp Plan
Agent Payroll
Lock Pay
Upline 1 Name
Upline 1 Comp Plan
Upline 1 Payroll
Upline 2 Name
Upline 2 Comp Plan
Upline 2 Payroll
Upline 3 Name
Upline 3 Comp Plan
Upline 3 Payroll
Upline 4 Name
Upline 4 Comp Plan
Upline 4 Payroll
Upline 5 Name
Upline 5 Comp Plan
Upline 5 Payroll
Upline 6 Name
Upline 6 Comp Plan
Upline 6 Payroll
Upline 7 Name
Upline 7 Comp Plan
Upline 7 Payroll
Note
FolderRequired
Enabled
Order
Number of Conditions
Then Action Field
Then Action Formula