1.Runs weekday scan
Integrate Schedule by Zapier and time-based triggers to start your portfolio universe scan automatically.
Create new portfolio tickers from daily market scan
Automatically scan your portfolio dataset across Zapier Tables every weekday at 6:00 AM. Create and update new ticker records when weekday scan runs, untracked symbols are detected, or coverage gaps appear—so you can complete the symbol universe, feed downstream models, and improve reporting without manual ticker matching.
How this automation completes your symbol universe
When the weekday schedule fires, gaps in the tracked symbol universe can break downstream models and reporting. This automation monitors your portfolio table, runs symbol detection logic, and creates new records with baseline volume—so your team can rely on complete data.
Schedule by Zapieror swap with your favorite app
2.Finds portfolio records
Integrate Zapier Tables and dataset lookups to find current portfolio rows and return ticker and name arrays for processing.
Zapier Tablesor swap with your favorite app
3.Detects new tickers
Integrate Zapier Functions and data transformation to detect new ticker and name pairs using the returned arrays.
Zapier Functionsor swap with your favorite app
4.Creates ticker records
Integrate Zapier Tables and record creation to add new rows and set baseline volume values to 0.0.
Automate your work, your way
Build custom automations across your tools in minutes. Describe what you need, connect your apps, and create workflows without the manual effort.
Trusted by 3.4 million companies
Related automations
- Apps: RSS by Zapier, Zapier Tables, Filter by ZapierSwap with your favorite apps.
Add alert feed items to shared research table
Your alert feed items sit scattered, leaving reps without timely market context for outreach and qualification. Gain one searchable reference for alerts so sales ops and AEs prep outreach same day.
- Apps: PostHog, Filter by Zapier, Google Sheets, Formatter by ZapierSwap with your favorite apps.
Add analytics events to a central database sheet
You receive product events without a consistent analytics store, leaving reports incomplete. This produces a central event table for product teams within minutes.
- Apps: Schedule by Zapier, Webhooks by Zapier, Google SheetsSwap with your favorite apps.
Add a weekly community metrics row to spreadsheet
Your community metrics across registries, repos, and social profiles are scattered, leaving engineering without a weekly snapshot. Collect them into one spreadsheet for reporting and planning by Monday.
- Apps: Gravity Forms, Formatter by Zapier, Google BigQuerySwap with your favorite apps.
Add booking enquiries from forms to analytics warehouse
Your booking enquiry forms with UTM data live outside analytics, causing attribution gaps and delayed follow-up. Make those submissions available in analytics for timely reporting and same-day insights.
- Apps: Google Sheets, Filter by Zapier, PostgreSQLSwap with your favorite apps.
Add brand analytics rows from sheet to database
You keep brand analytics rows in a sheet, and manual transfers create dashboard gaps and delay campaign insight. It writes rows into your analytics database so reports stay current the same day.
- Apps: Webhooks by Zapier, Formatter by Zapier, Zoho AnalyticsSwap with your favorite apps.
Add call events to analytics table for reporting
Your call webhooks often miss analytics ingestion, leaving dashboards and reports incomplete. The flow records each call so dashboards reflect complete data within minutes.
- Apps: Speak4, Formatter by Zapier, Google BigQuerySwap with your favorite apps.
Add campaign records to central reporting table daily
Your campaign records live only in the advocacy platform, leaving analysts without a single auditable source for performance. You get unified, auditable reporting data for same-day analysis.
- Apps: Slack, Filter by Zapier, Formatter by Zapier, Google SheetsSwap with your favorite apps.
Add channel messages as rows for data teams
Your private channel messages with customer feedback and notes go uncollected, fragmenting training data. Capture them into one worksheet so analysts can prepare datasets before the next model run.
- Apps: Bettermode, Google BigQuerySwap with your favorite apps.
Add community members to analytics table for marketing
Your community signups aren’t captured centrally, leaving campaign audiences and attribution fragmented. Log each member into your analytics table so marketing sees updated audience counts same day.
- Apps: CallRail, Formatter by Zapier, Zoho AnalyticsSwap with your favorite apps.
Add completed call records to analytics workspace fast
Your completed calls aren't captured reliably, leaving reports incomplete and analysts without context. Capture calls with normalized metadata so analysts and ops see accurate reports within minutes.
- Apps: Alchemer, Filter by Zapier, Formatter by Zapier, AirtableSwap with your favorite apps.
Add completed survey responses to research dataset daily
Your completed survey responses lack linked participant records, forcing manual matching. It centralizes each response into your research table so analysts can report same day.
- Apps: Hotjar, Formatter by Zapier, Google BigQuerySwap with your favorite apps.
Add customer survey responses to central analytics warehouse
Your NPS survey responses stay in the feedback tool and don’t reach the warehouse, stalling dashboards. It adds responses to analytics tables for product and CS review ahead of monthly reports.
- View all
Explore all automated data collection automations
Accelerate data capture with automated form intake, source monitoring, and record updates
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
See how teams are automating with Zapier (and loving it!)
Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
David Laderberg, VP of Sales
Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism — I think we would have died or fallen back into oblivion.
Marcelo Lebre, Co-Founder
Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.
Raphael Bochner, Founder and CIO
Zapier gives us unlimited flexibility and creativity. With Zapier, you're like an artist with a blank canvas. I don't know what we'd do without it.
Rishi Shah, CEO and Co-Founder
We don't just want to patch holes; we want to build scalable, future-proof systems. Zapier is helping us do that.
Allen Lai, Head of Customer Experience
We've been able to scale our operations while staying lean. Zapier lets us do more without needing more people.
Jacob Sirrs, Marketing Operations Specialist
Ready to automate your workflow securely?
Streamline processes, uncover new opportunities, and respond faster to change. Empower your team to get more done, without the manual work.