1.Detect new payment event
Integrate FreshBooks and accounting tools to capture payment payload and invoice reference to trigger commission billing.
Create commission bills on payment capture for payouts
Automatically capture new payment events across FreshBooks and route commission billing details with ClickUp and Paths by Zapier. Create vendor bills and continue routing when payment captured, invoice reference present, or payment event arrivesβso you can reduce manual reconciliation, speed payouts, and avoid duplicate bills.
How this automation creates commission bills
When a new payment event hits FreshBooks, commission payouts can stall while billing teams track down task details and invoices. This automation captures payment data, finds the matching task and routes by account manager, then creates a FreshBooks vendor billβso your team can process payouts quickly.
FreshBooksor swap with your favorite app
2.Find task by invoice reference
Integrate ClickUp and task search tools to match invoice references and retrieve account manager and commission rate fields.
ClickUpor swap with your favorite app
3.Route by account manager
Integrate Paths by Zapier and routing rules to continue only for qualifying account manager values to select the right vendor path.
Paths by Zapieror swap with your favorite app
4.Create commission vendor bill
Integrate FreshBooks and billing tools to create a vendor bill by mapping the invoice reference and commission rate.
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Accelerate invoice processing with automated invoice capture, approval routing, and payment updates
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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