1.Monitors invoice updates
Integrate Jobber and invoice tracking to detect invoice updates for payout automation.
Create referral rewards from paid client invoices promptly
Automatically monitor invoice updates across Jobber and referral platforms. Create and update when invoices are marked paid or tags indicate higher payoutsβso you can calculate payouts, lookup promoters, and create reward records without manual reconciliation.
How this automation accelerates your referral rewards
When invoice payment status changes, delayed rewards can slow partner engagement and cause payout errors. This automation monitors Jobber invoice updates and filters paid cases, calculates payout amounts, looks up promoters, and creates reward or bonus recordsβso your team can issue incentives faster.
Jobberor swap with your favorite app
2.Continues only for paid status
Integrate Filter by Zapier and invoice status rules to continue only for invoices marked paid.
Filter by Zapieror swap with your favorite app
3.Calculates payout amount
Integrate Code by Zapier and tag rule inputs to calculate the payout amount and onetime payout flag.
Code by Zapieror swap with your favorite app
4.Looks up promoter records
Integrate Webhooks by Zapier and referral lookups to match promoters by contact fields using invoice reference.
Webhooks by Zapieror swap with your favorite app
5.Creates reward or bonus record
Integrate Webhooks by Zapier and referral records to create reward or bonus entries using the calculated payout and onetime flag.
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