1.Detect document updates
Integrate JobTread and document tracking tools to detect document record changes for commission tracking.
Add or update commission tracker from approved documents
Automatically detect document updates across JobTread and approved documents for commission tracking. Create and update commission rows in Google Sheets when proposals are approved or change orders updateβso you can keep payroll and billing totals current without manual reconciliation.
How this automation updates your commission tracker
When approved documents change, delayed commission totals can disrupt payroll and billing. This automation watches document updates and filters approval types, then creates and updates commission rows in Google Sheetsβso your team keeps totals aligned without manual reconciliation.
JobTreador swap with your favorite app
2.Continue only for approved status
Integrate Filter by Zapier and approval rules to continue only when document status is configured as approved.
Filter by Zapieror swap with your favorite app
3.Route Proposal documents
Integrate Filter by Zapier and proposal criteria to proceed when document type matches Proposal.
4.Create commission row for proposals
Integrate Google Sheets and worksheet mapping tools to create a new spreadsheet row for each proposal.
Google Sheetsor swap with your favorite app
5.Route Change Order documents
Integrate Filter by Zapier and change order criteria to proceed when document type matches Change Order.
6.Lookup matching commission row
Integrate Google Sheets and row lookup tools to find the matching row id by job number.
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Streamline rep payouts with automated commission calculations, deal-based updates, and exception alerts
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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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