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Notify a manager when an AE manually edits an auto-generated commission record

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.

Custom2 stepsUpdated for HubSpot seat pricing
OutcomeFinance finds out the same day a commission record's amount was changed after it was already calculated and moved past the initial stage, instead of discovering it at payroll reconciliation.
Workflow mapsales-ops-041
Commission amount changes while status is Approved, Paid, or Disputed leads to Set Commission manual edit flagged. Set Commission manual edit flagged leads to Notify finance manager of the change. Commission amount changes while status is Approved, Paid, or Disputed Set Commission manual edit flagged Notify finance manager of the change
Commission amount changes while status is Approved, Paid, or Disputed leads to Set Commission manual edit flagged. Set Commission manual edit flagged leads to Notify finance manager of the change. Commission amount changes while status is Approved, Paid, or Disputed Set Commission manual edit flagged Notify finance manager of the change

When to use it, when not to

Use it

  • Use it together with sales-ops-020 (commission calculation), once auto-generated commission records exist and are editable by AEs or managers.
  • Use it as an audit trail signal, not a hard block; this fiche notifies, it does not prevent, undo, or require approval for the edit.
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Skip it

  • Do not use it if commission records are locked down with permissions so only finance can edit them; in that case the edit is already controlled at the permission level and this notification is redundant.
  • Do not use it if legitimate corrections are expected to be common in your process (for example, if reps routinely fix data-entry mistakes); frequent notifications for expected behavior will get ignored.
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The rest of this spec

Prerequisites · 2 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 · 2 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

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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FreeCreate SDR-to-AE handoff task when a meeting is bookedContact6 steps Create a commission calculation record on a custom object when a deal is closed wonDeal4 steps Route a commission record to a manager for approval via a custom object workflowCustom7 steps Weekly SDR activity digest (calls and emails logged) sent to the sales managerContact3 steps

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