Finance & PaymentsPurpose
1.2. Automate payment reconciliation, notify stakeholders, update finance ledger, and provide auditable commission breakdowns.
1.3. Automate multi-tier or sliding-scale commission structures for group acts or agents, ensuring transparent, scalable operations.
Trigger Conditions
2.2. Scheduled batch automation at period end (e.g., weekly, monthly).
2.3. Trigger on new contract entry or talent booking confirmation.
2.4. Manual commission approval or override command.
2.5. Custom trigger via mobile app from authorized user.
Platform Variants
• Feature/Setting: Invoice/Payment webhooks, automate via API (e.g., POST /v3/company/{companyId}/invoice).
3.2. Xero
• Feature/Setting: PaymentCreated webhook; automate GET/POST to /invoices and /payments endpoints.
3.3. Stripe
• Feature/Setting: PaymentIntent succeeded webhook; retrieve charge details for automating equal commission splits.
3.4. PayPal
• Feature/Setting: Webhook for “PAYMENT.SALE.COMPLETED”; automate payout and memo via Payouts API.
3.5. Salesforce
• Feature/Setting: Automate Opportunity Closed/Won trigger, configure Process Builder for commission flows.
3.6. HubSpot
• Feature/Setting: New deal closed trigger with Workflow automation to update custom commission properties.
3.7. Zoho CRM
• Feature/Setting: Automator triggers on Deal Stage change, uses Functions and custom modules for calculation.
3.8. Microsoft Dynamics 365
• Feature/Setting: Power Automate on Opportunity Close; automate commission Custom Entity creation.
3.9. Google Sheets
• Feature/Setting: Automate through Sheet updates, Google Apps Script triggers, or new row added in "Payments".
3.10. Airtable
• Feature/Setting: Automate via Airtable Automations on record update in “Bookings” base.
3.11. NetSuite
• Feature/Setting: SuiteScript or Workflow triggers on Sales Order/Invoice, automating Commission module.
3.12. SAP S/4HANA
• Feature/Setting: Automator triggers on payment/factures via Integration Suite, calls CALCULATE_COMMISSION custom API.
3.13. FreshBooks
• Feature/Setting: Automate via payment marked as received, API endpoint: /invoices/payments.
3.14. Sage Intacct
• Feature/Setting: Automation script on payment import; uses API for commission schedules.
3.15. Monday.com
• Feature/Setting: Automate board item updates (Book/Payment) via webhook, calculate commission in column with formula.
3.16. Slack
• Feature/Setting: Outgoing webhook or workflow trigger; send automated commission summaries to #finance.
3.17. DocuSign
• Feature/Setting: Completed Envelope trigger automates commission calculation post-contract sign.
3.18. Mailchimp
• Feature/Setting: Automated email trigger to notify talent/agents of commission statement via Campaign API.
3.19. Twilio
• Feature/Setting: Send automated SMS notifications for commission release via Programmable Messaging API.
3.20. Notion
• Feature/Setting: Automate new database entry on commission finalized, update linked pages/tasks with calculation data.
3.21. Webflow
• Feature/Setting: Automated update to talent partner dashboard via CMS API with commission summary.
3.22. Power BI
• Feature/Setting: Automatedly refresh data on commissions for reporting/dashboard via Dataflow trigger.
3.23. Intercom
• Feature/Setting: Automation triggers to notify talent/agents about commission progress through custom bots.
Benefits
4.2. Automatedly reduces manual labor, freeing finance and talent managers for higher-value work.
4.3. Enables audit trail and compliance through persistently tracked automation logs.
4.4. Automates rapid and transparent communication to agents/talent about commission status.
4.5. Automator can scale as agency talent roster grows, supporting unlimited complexity and multi-currency contracts.
4.6. Enables automating multi-platform workflows, integrating commission calculation with payments, notifications, and CRM.