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Digest Statements via Zapier

Digesting Statements via ZapierIf a carrier or FMO delivers your commission statements through Google Drive, Box.com, Microsoft OneDrive, or another cloud storage service, you can

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Digesting Statements via Zapier

If a carrier or FMO delivers your commission statements through Google Drive, Box.com, Microsoft OneDrive, or another cloud storage service, you can set up Zapier to automatically send those files to ComTrack for Digest — no manual uploads required.


When to Use

Use Zapier when:

  • Statements are stored in a cloud provider’s folder

  • Statements are shared with you via a cloud storage link

  • You want them automatically processed by ComTrack as soon as they arrive


How to Set Up Zapier Digest

  1. Sign in to Zapier (or create a free account).

  2. Create a new Zap.

Step 1 — Trigger

  • Choose your cloud storage provider (Google Drive, Box.com, OneDrive, etc.).

  • Select a trigger like "New File Added" or "New File Shared With You".

  • Connect your cloud storage account and follow the prompts.

Step 2 — Action

  • Search for and select ComTrack.

  • Choose the action "Digest a File".

  • Connect your ComTrack account and authorize Zapier to send files.


That’s It!

Once this Zap is active:

  • Any new statement file in your designated cloud folder will automatically be sent to ComTrack

  • ComTrack will Digest it immediately

  • You won’t need to lift a finger

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