1.Detects updated deal stages
Integrate Bigin by Zoho CRM to detect updated deal stage changes and trigger commission tracking for a progressed loan deal.
Add commission tracker rows for progressed loan deals
Automatically monitor deal stage updates across Bigin by Zoho CRM. Automatically create and update commission tracker rows when deals enter presentation stages or contract stages or progressed loan stages—so you can keep a single ledger, reconcile faster, and update schedules without manual reconciliation.
How this automation keeps your commission ledger current
When updated deal records land in new commission-eligible stages, reconciliation delays can disrupt reporting and scheduling. This automation filters stages, looks up existing rows, and creates or updates a commission ledger in Google Sheets—so your team can reconcile progress faster.
Bigin von Zoho CRMor swap with your favorite app
2.Continues only for configured stages
Integrate Filter by Zapier to evaluate the deal stage and continue only when stages match commission criteria.
Filter von Zapieror swap with your favorite app
3.Looks up a matching commission row
Integrate Google Sheets and commission workbook data tools to look up an existing row for the deal reference or borrower.
Google Sheetsor swap with your favorite app
4.Creates or updates commission row
Integrieren Sie Google Sheets to create a new commission row or update the existing row in stage and presentation timestamps.
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