Automated AP Payments

Data 💬 RevOps Discussions
1

Hello! My company has referral partners that get a percentage kickback for all leads that they send us. I’m wondering if anyone has developed a system where we can build out automated payments to partners.

Right now, they have to hit a specific threshold before we pay them out because it’s a manual task for our accounting team. If we can make it an automatic monthly payment based on the sales, then we could improve lead flow and reduce manual tasks.

Has anyone figure something like this out? I’m open to integrations, custom code, workflows, etc. Whatever brilliant ideas the community has come up with I’d be happy to have a starting point.

Thanks for the help!

2

Hi @ARich,

Thanks for reaching out to the Community, and thank you for sharing your use case with us!

I wanted to invite our subject matter experts to see if they have advice.

Hi @johnelmer, @HubDoPete, @Bryantworks, @ChristinaKay - Do you have insight or any recommendations for @ARich? Thank you!

Cheers,

Kristen

3

@ARich Take a look at Partnerstack. I believe they offer the solution you are looking for.

4

Thanks John! I’ll dig into that option. I appreciate the direction.