1.Monitor new sold estimate
Integrate ServiceTitan and job reference lookups to validate each new sold estimate before commission processing.
Add spiff payout row from sold estimates to ledger
Automatically monitor new sold estimates across ServiceTitan, Zapier, and Microsoft Excel. Create and update payout rows when sold estimate posts, job reference is present, or SKU mix changesβso you can validate records, calculate spiff amounts, and write ledger entries without manual reconciliation.
How this automation protects your commission ledger
When new sold estimates appear, delayed or incorrect payouts can impact commission accuracy. This automation validates records and calculates spiff values and adds payout rowsβso your team can keep the ledger current without manual reconciliation.
ServiceTitanor swap with your favorite app
2.Validate sold estimate eligibility
Integrate Filter by Zapier and business unit rules to continue only for estimates with required job references and allowed SKUs.
Filter by Zapieror swap with your favorite app
3.Calculate spiff and job category
Integrate Code by Zapier and SKU mapping logic to classify job type, apply on-site versus later rates, and compute spiff values.
Code by Zapieror swap with your favorite app
4.Add spiff payout row
Integrate Microsoft Excel and spreadsheet templates to write a new payout row with rates, sold dates, and technician identifiers.
Microsoft Excelor swap with your favorite app
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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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