1.Monitor payment payloads
Integrate Webhooks by Zapier and payload mapping to receive the payment event payload and map payment fields to variables.
Create or update commission records from payment events
Automatically ingest payment events across Webhooks by Zapier and monday.com. Create or update commission records when payment reference arrives or payment amount posts or payer identifier changesβso you can calculate commission, update commission fields, and keep boards current without manual reconciliation.
How this automation updates your commission records
When payment events land out of sequence, commission records stay inconsistent and teams lose visibility. This automation normalizes payment payloads, calculates commission amounts, and creates or updates the right commission item in monday.comβso your team can reconcile faster.
Webhooks by Zapieror swap with your favorite app
2.Looks up the related CRM item
Integrate monday.com, CRM lookups, and data mapping to get item column values and retrieve the related CRM record.
monday.comor swap with your favorite app
3.Skips excluded CRM stages
Integrate Filter by Zapier and CRM stage rules to continue only when the owner exists and status is not excluded.
Filter by Zapieror swap with your favorite app
4.Calculates the commission amount
Integrate Code by Zapier and Python logic to calculate commission from commission percentage and price inputs.
Code by Zapieror swap with your favorite app
5.Formats the commission date
Integrate Formatter by Zapier and date formatting tools to convert the event timestamp into a single-date string.
Formatter by Zapieror swap with your favorite app
6.Creates or updates commission item
Integrate monday.com and commission boards to create a new item or update the existing one by payment reference.
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Step 1
Connect your tools
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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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