1.Monitor new payment invoices
Integrate QuickBooks Online to watch for new payment records and extract invoice reference and payment date to map loans.
Update loan status and commission records from payments
Automatically monitor new payment records across QuickBooks Online, Zapier Tables, Webhooks by Zapier, monday.com, and Formatter by Zapier. Create and update when invoice references map or payment dates confirm or commissions calculateβso you can update loan status, set commission bps, and refresh the commission board without manual bookkeeping.
How this automation updates loan status and commission records
When new payments are recorded in QuickBooks Online, paid states and commissions can lag behind real cash activity. This automation updates loan status and recalculates commission bps, then posts results to your commission boardβso your team can recognize revenue without manual bookkeeping.
QuickBooks Onlineor swap with your favorite app
2.Lookup loan originator records
Integrate Zapier Tables and contact matching tools to find the loan record by originator name or email and return commission parameters.
Zapier Tablesor swap with your favorite app
3.Update loan status via endpoint
Integrate Webhooks by Zapier and api endpoints to POST paid state updates, mapping invoice reference to loan ID and payment date to paid date.
Webhooks by Zapieror swap with your favorite app
4.Update commission board columns
Integrate monday.com and spreadsheet-style column updates to update commission board item columns with paid date, commission bps, and owner.
monday.comor swap with your favorite app
5.Format commission output for board
Integrate Formatter by Zapier and calculation tools to calculate the commission formula and format numeric output for monday.com.
Formatter by Zapieror swap with your favorite app
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Explore all loan servicing automations
Simplify loan servicing with automated payment tracking, borrower updates, and servicing alerts
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Step 1
Connect your tools
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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
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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