1.Triggers daily trial sweep
Integrate Schedule by Zapier and automation scheduling tools to run a daily sweep at a configured time.
Start billing and close expired trials each morning
Automatically monitor daily trial sweep timing across Zapier Tables. Get instant outcomes when trial records qualify, line items are generated, and notifications are sent—so you can prevent delays in billing-start and account-closure actions without manual logging.
How this automation protects billing starts for trials
When the daily trial sweep runs, missed expirations can delay billing and leave accounts unclosed. This automation finds qualifying trial records, evaluates eligibility rules, logs outcomes, and notifies the right recipients—so your team can act on time.
Schedule by Zapieror swap with your favorite app
2.Finds active trial records
Integrate Zapier Tables, and data lookup tools to find trial rows with status matching the configured active value.
Zapier Tablesor swap with your favorite app
3.Builds iterable trial line items
Integrate Formatter by Zapier and data transformation tools to convert found records into iterable evaluation line items.
Formatter by Zapieror swap with your favorite app
4.Filters eligible trial cases
Integrate Filter by Zapier and rules engines to continue only for records that meet trial age or referral thresholds.
Filter by Zapieror swap with your favorite app
5.Logs billing and closure outcomes
Integrate Google Sheets and spreadsheet logging tools to create rows in your worksheet for qualifying billing starts and closures.
Google Sheetsor swap with your favorite app
6.Sends billing start and closure notices
Integrate Email by Zapier and notification tools to send internal billing-start or closure messages to the configured recipients.
Email by Zapieror swap with your favorite app
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Step 1
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