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Create a commission dispute / adjustment record on the commission custom object

One of 565 written HubSpot workflow specs, by a collective of independent HubSpot consultants.

Enterprise

Seat pricing: Enterprise edition. To build it, a GTM Seat or an Ops Seat (an Ops Seat cannot create marketing emails or sequences). Per-hub plans: Sales Hub Enterprise.

Custom5 stepsUpdated for HubSpot seat pricing
OutcomeA disputed commission gets its own auditable adjustment record with the corrected amount and a stated reason, instead of someone editing the original number and losing the history of what changed.
Workflow mapsales-ops-032
Commission status set to Disputed, reason and amount present leads to Custom code: create linked adjustment record. Custom code: create linked adjustment record leads to Creation failed?. Creation failed? leads to Yes: Notify finance of failure; No: Notify finance and create review task. Yes No Commission status set to Disputed, reason and amount present Custom code: create linked adjustment record Creation failed? Notify finance of failure Notify finance and create review task
Commission status set to Disputed, reason and amount present leads to Custom code: create linked adjustment record. Custom code: create linked adjustment record leads to Creation failed?. Creation failed? leads to Yes: Notify finance of failure; No: Notify finance and create review task. Yes No Commission status set to Disputed, reason and amount present Custom code: create linked adjustment record Creation failed? Notify finance of failure Notify finance and create review task

When to use it, when not to

Use it

  • Use it together with sales-ops-020 (commission calculation) and sales-ops-021 (commission approval), once a portal has been running those for a while and disputes start showing up.
  • Use it when finance wants to keep the original calculated commission record untouched and see the adjustment as a separate, linked entry.
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Skip it

  • Do not use it if you plan to just overwrite the original commission amount when a dispute is resolved; that is simpler but destroys the audit trail this fiche exists to preserve.
  • Do not use it without the Commissions custom object from sales-ops-020 already in place; this fiche adds to that object, it does not create it.
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The rest of this spec

Prerequisites · 5 items

Every property with its label, internal name, type and options, plus the assets the workflow needs.

Enrollment · 4 parts

The trigger, the criteria as ticked in the UI, the re-enrollment rule and the suppression list.

Steps · 5 numbered actions

Each action in order with its parameters, branches and delays.

Known pitfalls · 5

Traps seen in production, each with what breaks and what to do instead.

Test plan and UAT script · 3 cases, 3 variants

How to prove it works in a test portal, one case per branch, and a sign-off sheet.

Files · PDF, Markdown, JSON, CSV, code

The properties JSON lists the fields to create. The workflow JSON documents the build.

Install · By hand

This workflow runs on a custom object that only exists in your portal. Build it from the spec; the one-click installer does not cover it.

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