When a client premium payment is recorded as received in QuickBooks Online, Make triggers a calculation and logs the agent commission amount into a Coda (a flexible spreadsheet-database tool) tracker. Your agents always know what they've earned without you running manual reports.
Connect QuickBooks Online to Make and set trigger to 'Payment Received'
Filter for payments tagged with a policy or agent code
Add a Make math step to calculate commission (e.g., 10% of premium amount)
Send the result to a Coda table with columns for agent name, policy number, premium, and commission earned
Set Coda to email each agent a weekly summary of their logged commissions
Create a free account to get the steps written out for your tools, click by click.
Create a free accountCut the time your team spends on monthly commission reconciliation down to a quick task.
Grab a 15-minute chat. We don't sell software, so we have no stake in which one you use.
Run this in your main platform instead? Check how it connects first: its API, native apps, Zapier or Make, and the plan each one needs.
Open the Integration CheckerWe build the missing piece next to the software you already run.
Get it built
