1.Detect scheduled transaction batches
Integrate Schedule by Zapier and workflow scheduling to poll for recent transactions and begin row processing.
Create and update bank transaction rows in spreadsheet
Automatically monitor scheduled transaction batches across Webhooks by Zapier and Google Sheets. Create and update rows when scheduled polling fetches transactions, when Transaction ID matches, or when new transactions appearβso you can reconcile without manual spreadsheet updates.
How this automation upserts your transaction rows
When scheduled polling runs, delays can leave transactions out of sync for reconciliation. This automation fetches recent transactions, loops through each item, and updates or creates a single authoritative row in your worksheetβso your team can review with confidence.
Schedule by Zapieror swap with your favorite app
2.Fetch transactions from banking API
Integrate Webhooks by Zapier and API mapping to pull the latest transaction batch and parse the transactions array.
Webhooks by Zapieror swap with your favorite app
3.Loop through transactions array
Integrate Looping by Zapier and data mapping to iterate each transaction and map date, amount, id, and note.
Looping by Zapieror swap with your favorite app
4.Find row by transaction ID
Integrate Google Sheets and spreadsheet lookup to search for an existing row by Transaction ID and map the lookup key.
Google Sheetsor swap with your favorite app
5.Update matching transaction row
Integrate Google Sheets and spreadsheet updates to write date, amount, status, counterparty, and note into the matched row.
6.Create new spreadsheet row
Integrate Google Sheets and spreadsheet creation to add a new row when no Transaction ID match is found.
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