1.Runs monthly at day 25
Integrate Schedule by Zapier to start a monthly run for processing account updates to refresh master sheet rows.
Update monthly account rows in your master sheet
Automatically watch for the monthly schedule on day 25 at 3:00 PM across Zapier. Create and update your master sheet rows by pulling changed accounts from your API, matching Account ID, and flagging reseller accounts for follow-up without manual spreadsheet updates.
How this automation updates master sheet account rows
When monthly schedule time hits, delays can leave master sheet rows out of date and reseller follow-up incomplete. This automation calculates a cutoff, fetches and filters account records, then creates and updates Google Sheets rowsβso your team can act on fresh account data.
Schedule by Zapieror swap with your favorite app
2.Calculates cutoff timestamp
Integrate Formatter by Zapier to subtract 31 days and produce a cutoff timestamp to filter account updates.
Formatter by Zapieror swap with your favorite app
3.Retrieves accounts list
Integrate Webhooks by Zapier and account API data to GET accounts changed since the cutoff to build a loop payload.
Webhooks by Zapieror swap with your favorite app
4.Iterates through accounts
Integrate Looping by Zapier to iterate each returned account and expose loop variables to process records one by one.
Looping by Zapieror swap with your favorite app
5.Filters qualifying accounts
Integrate Filter by Zapier to continue only when updated timestamps exceed the cutoff and other criteria match to limit updates.
Filter by Zapieror swap with your favorite app
6.Finds and updates account rows
Integrate Google Sheets to find or lookup rows by Account ID and update matching fields to keep your master sheet current.
Google Sheetsor swap with your favorite app
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