1.Triggers daily D2C payments run
Integrate Schedule by Zapier and automation scheduling tools to trigger a daily payments workflow run.
Generate daily D2C payments summary for revenue team
Automatically run a daily D2C payments extract across Snowflake and BI tools when the configured schedule time arrives. Create and update SharePoint files and monday.com review itemsβso you can export daily payment metrics, share billing context, and keep revenue reporting current without manual reporting.
How this automation accelerates your billing review
When the daily D2C payments schedule fires, delays can slow revenue reviews and increase manual reconciliation work. This automation runs a payments query, parses metrics into a dated CSV, uploads the file to SharePoint, and creates a monday.com subitem with the summary and linkβso your team can review collection insights faster.
Schedule by Zapieror swap with your favorite app
2.Executes D2C payments query
Integrate Snowflake and data warehouse tools to execute your daily D2C payments SQL and return result rows.
Snowflakeor swap with your favorite app
3.Parses rows into summary
Integrate Code by Zapier and parsing tools to clean numeric fields, compute metrics, and build the CSV and summary.
Code by Zapieror swap with your favorite app
4.Uploads dated CSV to SharePoint
Integrate Microsoft SharePoint and document storage to upload the generated CSV and capture the returned file link.
Microsoft SharePointor swap with your favorite app
5.Creates monday subitem with link
Integrate monday.com and workflow boards to create a subitem, set owner and status, and include the file link.
monday.comor swap with your favorite app
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