1.Runs daily at 06:00
Integrate Schedule by Zapier and scheduling tools to start the daily job for boleto reporting at 06:00.
Update daily DDA boleto list for finance team
Automatically detect the 06:00 scheduled run across Zapier Tables and Google Sheets. Create and update daily boleto reporting rows when the job starts or inactive DDA records appear or no records are returned—so you can refresh rows, trace references, and notify finance without manual spreadsheet updates.
How this automation refreshes your boleto reporting sheet
When the daily 06:00 run fires, outdated boleto lists can cause reporting gaps and missed follow-ups. This automation finds DDA boleto records, clears and recreates Google Sheets rows, and emails finance when items are inactive—so your team can trust daily reporting without rework.
Schedule by Zapieror swap with your favorite app
2.Finds DDA boleto records
Integrate Zapier Tables and payments-table tools to fetch today’s DDA boleto entries by status and filters.
Zapier Tablesor swap with your favorite app
3.Deletes old data rows
Integrate Google Sheets and spreadsheet tools to delete rows in the reporting worksheet before rewriting fresh data.
Google Sheetsor swap with your favorite app
4.Creates new spreadsheet rows
Integrate Google Sheets and reporting columns tools to add new rows with reference, amount, due date, payer, and status.
5.Sends conditional finance email
Integrate Zoho Mail and email notification tools to alert finance when no records are found or a DDA appears inactive.
Zoho Mailor swap with your favorite app
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