1.Monitors invoice updated events
Integrate Jobber and invoice update fields to watch for status changes and pass invoice data to start commission processing.
Add paid invoice to commission tracker and notify team
Automatically monitor invoice status changes across Jobber, Google Sheets, and Slack. Create and update when invoices update to paid, invoice references change, or paid dates postβso you can create commission rows, calculate commission, and notify your team without manual reconciliation.
How this automation creates commission clarity
When invoice status changes to paid, commissions can lag behind real payments and cause avoidable follow-up. This automation checks client qualification, creates commission tracker rows, and sends Slack notificationsβso your team can close the loop fast.
Jobberor swap with your favorite app
2.Finds the matching client
Integrate Jobber and client search tools to find client tags and qualification details using invoice client name mapping.
3.Looks up the tracker row
Integrate Google Sheets and spreadsheet lookup tools to match by invoice reference and confirm whether a tracker row already exists.
Google Sheetsor swap with your favorite app
4.Calculates commission numbers
Integrate Formatter by Zapier and number tools to compute commission amounts from invoice totals using your configured multiplier.
Formatter by Zapieror swap with your favorite app
5.Creates the commission tracker row
Integrate Google Sheets and spreadsheet write tools to add a new tracker row with dates, totals, and calculated commission.
6.Sends the team notification
Integrate Slack and messaging tools to post client name, invoice reference, paid amount, and commission to your configured channel.
Slackor swap with your favorite app
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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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