1.Detect updated spreadsheet rows
Integrate Google Sheets and spreadsheet automation to detect updated rows that indicate aged transactions for reconciliation.
Cancel aged transactions and close support tickets automatically
Automatically monitor aged transaction rows across Google Sheets and Freshdesk. Create cancellations and update support tickets when aged transactions update, retention days elapse, or thresholds qualifyβso you can cancel records, reconcile payments, and document ticket closures without manual reconciliation.
How this automation cancels aged transactions and reconciles payments
When aged transactions sit unprocessed, reconciliation slips and support tickets stay open. This automation looks up enterprise records, computes an age threshold, cancels matching transactions, and updates Freshdesk ticketsβso your team reconciles before billing.
Google Sheetsor swap with your favorite app
2.Find enterprise and retention keys
Integrate Zapier Tables and data lookup tools to retrieve retention days and lookup keys for the enterprise identifier.
Zapier Tablesor swap with your favorite app
3.Compute threshold comparison date
Integrate Formatter by Zapier and date tools to format the created date and calculate the threshold comparison date.
Formatter by Zapieror swap with your favorite app
4.Continue only for qualifying age
Integrate Filter by Zapier and rule logic to pass through only records where the threshold date is on or before today.
Filter by Zapieror swap with your favorite app
5.Cancel transactions via sub-zap
Integrate Sub-Zap by Zapier and cancellation actions to perform cancellation using the Transaction ID and enterprise lookup key.
Sub-Zap by Zapieror swap with your favorite app
6.Update ticket status and audit note
Integrate Freshdesk and ticketing tools to update the ticket to closed status and add an audit note.
Freshdeskor swap with your favorite app
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Accelerate payment reconciliation with automated payment matching, exception routing, and ledger updates
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Step 1
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Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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