Flow templates help you set up common commission structures quickly without building everything from scratch. You can use them directly or adjust them to fit your program.
When you create a new flow, you can choose from a list of preset templates. Each template comes with predefined triggers and conditions, so you only need to review the setup and make small changes if needed.
💡 For example, if you want to reward partners with a one-time commission on the first payment, you can use the one-time commission template. This template already triggers when a referred customer completes their first transaction.
Currently, the following templates are available: one-time commission, recurring-based commission, monthly vs yearly commission, time-based commissions, tiered commissions, and time-limited commissions.
To create a flow from a template, open the Create flow form and select the template you want to use. Once selected, the app automatically fills in all four steps of the form. You can review and adjust the setup or save the flow as it is.
For more details about each step in the form, see What are flows.
