1.Triggers daily at 07:30
Integrate Schedule by Zapier to start the job and fetch yesterday's paid recurring donations for daily reporting.
Create daily paid donation rows in report sheet
Automatically monitor the daily schedule at 07:30 across Schedule by Zapier, Salesforce, Formatter by Zapier, and Google Sheets. Create and update daily paid donation rows when recurring donations are established yesterday, when the paid attribute is set, or when annualized amounts are formattedβso you can format amounts, append report rows, and reconcile receipts without manual reconciliation.
How this automation creates daily paid rows for reconciliation
When the daily run at 07:30 triggers, delayed receipt reporting can slow reconciliation and increase manual effort. This automation queries recurring paid donations, formats annualized amounts, and appends rows to your Google Sheets worksheetβso your team can reconcile faster.
Schedule by Zapieror swap with your favorite app
2.Runs query for paid recurring donations
Integrate Salesforce, CRM data tools, and query helpers to return campaign, channel, attributes, and annualized amount for each match.
Salesforceor swap with your favorite app
3.Formats annualized amount as currency
Integrate Formatter by Zapier and data formatting tools to convert the annualized amount into a no-decimal currency string.
Formatter by Zapieror swap with your favorite app
4.Adds rows to reporting worksheet
Integrate Google Sheets and spreadsheet tools to append mapped columns like date, campaign, channel, attributes, and amount.
Google Sheetsor swap with your favorite app
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