How to set up an automation that defines the commission payment deadline after client activation?
In Jestor, you can configure an automation field that automatically adds a deadline — for example, one week — to the date the client was activated, generating the due date for that salesperson's commission payment.
Why automate the commission payment deadline?
Manually setting the due date for each salesperson's commission, one by one, is a repetitive process prone to being forgotten. By automating that calculation from the client's activation date, the payments center is born with standardized deadlines, without depending on anyone remembering to fill in the field.
How to set up this automation in Jestor?
- In the sales flow, identify the field that marks the client's activation date (Go Live).
- Create an automation field that adds the desired deadline to that date.
- That new field feeds the due date visible in the commission payments center.
- Records with an overdue due date are automatically highlighted on the panel.
| Element | Function |
|---|---|
| Activation date | Starting point for the deadline calculation |
| Automation field | Adds the defined deadline (e.g., one week) to the activation date |
| Payments center | Receives the commission already with a calculated due date |
Why choose Jestor?
This type of automation is part of Jestor's 400-plus native automations, which calculate deadlines and organize payments without needing any code — and, when needed, Jestor still expands with Zapier and Make to connect other tools.
Frequently Asked Questions
Can the deadline be different for each salesperson? The deadline is defined in the automation, but it can be adjusted according to the process's rule.
Does this replace the payment itself? No. Jestor calculates and organizes the deadline; the actual payment is recorded manually once it's made.
Do I need to code to create this automation? No, the automation is configured without code, right inside the flow.
Reference video
Get to know Jestor
With Jestor, you can automate workflows, connect departments, and build internal systems your way — all without code and with AI support.
Get to know Jestor at jestor.com and discover how to take your company's management to a new level of efficiency and integration.