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Create payroll close files and notify payroll team

Automatically catch the webhook for your payroll close window across Webhooks by Zapier and SQL Server. Send payroll close files to coordinators when the query returns lesson rows, append them to the payroll worksheet, and email the month links—so you can avoid manual reporting, spreadsheet prep, and coordinator chasing.

How this automation creates payroll close files

When the payroll close webhook catches, delays can stall month-end processing and leave coordinators without the latest worksheet. This automation runs the SQL query, appends rows to Excel, formats month labels, and emails payroll coordinators—so your team can close faster.

  1. 1.Catches payroll close webhook

    Integrate Webhooks by Zapier and automation schedules to trigger the payroll window workflow for close files.

    Webhooks by Zapieror swap with your favorite app
  2. 2.Runs custom query for payroll rows

    Integrate SQL Server and reporting tools to execute the parameterized query and return lesson rows with lesson units.

    SQL Serveror swap with your favorite app
  3. 3.Appends rows to payroll worksheet

    Integrate Microsoft Excel and spreadsheet automation to map fields and add query results into the configured payroll worksheet.

    Microsoft Excelor swap with your favorite app
  4. 4.Formats month label

    Integrate Formatter by Zapier and date tools to format the current date into MM-YYYY for the month label.

    Formatter by Zapieror swap with your favorite app
  5. 5.Emails coordinators with workbook links

    Integrate Microsoft Outlook and email routing to send the month subject, worksheet links, and the appended row count.

    Microsoft Outlookor swap with your favorite app

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Calendly
Okta
Zendesk
Dropbox
Asana
Allstate
Airbnb
ActiveCampaign
Lyft
Webflow
Canva
Sysco
LA Clippers
Getaround
Grammarly
HelloFresh
Lululemon
Barry's
Hopper
Casper
Hudl
Miro
The New York Times
Ruggable

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