1.Monitor new deal created
Integrate Follow Up Boss and CRM data mapping to capture deal identifiers and people references for transaction logging.
Create transaction log rows for new deals and co-agents
Automatically monitor new deal created events across Follow Up Boss and Google Sheets. Create and update transaction log rows when qualifying stages arrive, contact info is fetched, and commission splits calculate β so you can capture commissions, record co agent splits, and avoid manual commission logging.
How this automation records transaction commissions automatically
When new deal created events arrive, commission tracking gets delayed and co agent splits go missing. This automation monitors new deals and routes qualifying ones into enrichment, calculation, and Google Sheets upsertsβso your team can keep accurate transaction logs.
Follow Up Bossor swap with your favorite app
2.Skip non qualifying deals
Integrate Filter by Zapier to evaluate deal stage and pipeline so only eligible deals proceed to commission calculations.
Filter by Zapieror swap with your favorite app
3.Get contact info
Integrate Webhooks by Zapier and CRM contact endpoints to pull contact source, owner, and custom fields for the sheet.
Webhooks by Zapieror swap with your favorite app
4.Calculate commission
Integrate Formatter by Zapier and calculation logic to compute the commission or split value for the transaction row.
Formatter by Zapieror swap with your favorite app
5.Upsert worksheet transaction row
Integrate Google Sheets and spreadsheet lookups to find or create the row by deal ID and write commission and split fields.
Google Sheetsor swap with your favorite app
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Streamline rep payouts with automated commission calculations, deal-based updates, and exception alerts
Set up in minutes
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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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