Flag commission clawbacks when customers churn
Every morning, WebRun scans Salesforce for deals that churned, cancelled, or were refunded, checks whether commission was already paid on them in QuotaPath, and posts finance a Slack list of clawback candidates with the rep, deal, and amount to review before any adjustment.
- No credit card
- Under $0.01 per run
- Cancel anytime
How do I catch commission clawbacks when a customer churns?
Every morning, WebRun scans Salesforce for deals that churned, cancelled, or refunded, then checks in QuotaPath whether commission was already paid and whether the deal is inside your clawback window. It posts finance a Slack list of clawback candidates with rep, deal, and amount, always to review, never as an automatic deduction.
- Clawback-eligible churn is caught within a day
- No deduction happens without human review
- Reinstated deals drop off before any clawback is actioned
Built for sales finance · revenue operations · commission analysts · controllers
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
-
WebRun signs in and gets to work
Opens
login.salesforce.comin a real browser with your saved login - no setup, no API keys. -
1
Salesforce - find churned deals
salesforce.com How to Automate Salesforce
WebRun opens Salesforce to find churned deals. - Open Salesforce and find accounts that churned, cancelled, or refunded since the last run
- Capture the original deal, owner, and value for each
- Note the churn date and reason where recorded
Done when Every newly churned or refunded deal is listed with its owner.
-
2
QuotaPath - check paid commission
quotapath.com How to Automate QuotaPath
WebRun opens QuotaPath to check paid commission. - Open QuotaPath and look up the commission paid on each churned deal
- Check whether the deal falls inside your clawback window
- Estimate the clawback amount based on what was already paid
Done when Each churned deal has a paid-commission figure and clawback status.
-
3
Slack - list clawback candidates
slack.com How to Automate Slack
WebRun opens Slack to list clawback candidates. - Post finance a list of clawback candidates
- Show the rep, deal, paid commission, and estimated clawback
- Mark it as a candidate to review, never an automatic deduction
Done when Finance has today's clawback candidates to review.
How is each run configured?
Secure by default
Connect once, stays signed in
WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.
Every action is checked against this policy before it runs.
Questions, answered
Will it deduct commission from a rep automatically?
No. WebRun only posts an internal Slack list of clawback candidates for finance to review. It never adjusts a payout or deducts commission from a rep on its own.
How does it know a deal is in the clawback window?
It reads the churn or refund date from Salesforce and checks it against the clawback window in your comp terms, so only deals still eligible are flagged as candidates.
What if the churn is later reversed?
The next run reads the live status in Salesforce, so a deal that was reinstated drops off the candidate list before any clawback is actioned.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.