1.Fetch sold estimates on schedule
Integrate Code by Zapier and automation scripting tools to fetch recently modified sold estimates and map totals and discount inputs to the script payload.
Add estimated commission to project records on sale
Automatically monitor sold estimates across Code by Zapier and ServiceTitan. Create and update commission fields and tiers in ServiceTitan when sold estimates update, sold status changes, or estimate totals changeβso you can calculate commissions, update project records, and record tier labels without manual reconciliation.
How this automation calculates your commission accurately
When sold estimates and project links are handled manually, reconciliation delays can break commission accuracy. This automation calculates commission, filters orphan estimates, and updates ServiceTitan project commission fieldsβso your team can reconcile faster.
Code by Zapieror swap with your favorite app
2.Skip orphan estimates without jobs
Integrate Filter by Zapier and record validation tools to continue only when an estimate includes an associated job or project reference.
Filter by Zapieror swap with your favorite app
3.Wait for downstream records
Integrate Delay by Zapier and timing controls to pause 1 minute so related records can settle before lookups and updates.
Delay by Zapieror swap with your favorite app
4.Calculate commission and tier
Integrate Code by Zapier and calculation scripting tools to compute commission from totals, discount lines, and configured thresholds.
5.Update project commission fields
Integrate ServiceTitan and CRM style record mapping tools to update the matching project with commission values and tier notes.
ServiceTitanor swap with your favorite app
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Step 1
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Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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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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