1.Catches incoming trial balance payload
Integrate Webhooks by Zapier and API ingestion tools to forward the raw payload for downstream trial balance parsing.
Update client financial table with trial balance rows
Automatically monitor incoming trial balance JSON across Webhooks by Zapier, Code by Zapier, Google Drive, Google Sheets, Formatter by Zapier, and Glide. Create and update client ledger rows when trial balance payload arrives, periods shift, or load metadata completesβso you can map accounts, align months, and update the central table without manual reporting.
How this automation updates your trial balance table
When Catch Hook receives raw payload, delays can break month-aligned reporting. This automation parses trial balance data and updates the central client table with normalized month keys and ledger rowsβso your team can close the reporting loop without reconciliation.
Webhooks by Zapieror swap with your favorite app
2.Parses payload into structured fields
Integrate Code by Zapier and data transformation tools to parse the raw body into client and load fields for mapping.
Code by Zapieror swap with your favorite app
3.Finds client trial balance spreadsheet
Integrate Google Drive and file discovery tools to locate the client folder and return the Trial Balance spreadsheet id.
Google Driveor swap with your favorite app
4.Looks up period columns and rows
Integrate Google Sheets and spreadsheet lookup tools to read header periods and extract ledger rows starting at the first data row.
Google Sheetsor swap with your favorite app
5.Formats periods into YYYYMM keys
Integrate Formatter by Zapier and date formatting tools to convert period columns into YYYYMM month keys for mapping.
Formatter by Zapieror swap with your favorite app
6.Edits client table ledger fields
Integrate Glide and record update tools to update the central client table row with account lines and normalized month fields.
Glideor swap with your favorite app
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