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Create and update transaction records in your ops system

Create and update transaction records in your ops system

Your sales CRM sends transaction webhooks but deal and agent details never reach your operations tracker, delaying commission posting and agent follow-up. It keeps records current same day.

Create and update transaction records in your ops system

Workflow preview:

Zap details:

Overview

Stop losing commissionable transactions in transit and remove manual reconciliation work. This workflow converts inbound webhooks into authoritative transaction records and posts them to your reporting endpoint so managers see accurate, same-day data and agents get timely commission visibility.

Create and update transaction records in your ops system