- Reporting Automation
- Monthly Updates
- Recurring Revenue Sync
Adjust recurring event dates for updates
This automation ensures your records stay current by automatically adjusting event dates and refreshing recurring revenue data on a regular schedule. It eliminates manual updates and synchronization errors by triggering timely data transfers across your systems. As a result, teams always work with the latest financial metrics, improving decision-making and customer support.
Filter by common apps:
HubSpot
Code by Zapier
Webhooks by Zapier
Formatter by Zapier
Adalo
Salesforce
Zendesk
- Update custom object date in HubSpot when property changes, and run Javascript to add months
- Adjust due date in Adalo when webhook event occurs, and update record
Adjust due date in Adalo when webhook event occurs, and update record
- Update Zendesk with latest monthly recurring revenue from Salesforce
Update Zendesk with latest monthly recurring revenue from Salesforce