1.Catches raw hook payloads
Integrate Webhooks by Zapier and webhook payload handling to capture raw closed-deal payloads for daily processing.
Send daily closed deals report with CAD totals
Automatically monitor raw closed-deal payloads across Webhooks by Zapier, Formatter by Zapier, Code by Zapier, and SendGrid. Get instant alerts when closed deals arrive, deals payload posts, or webhook deliveries include new recordsβso you can normalize CAD totals, generate an HTML summary, and send daily emails without manual currency conversion.
How this automation delivers daily CAD reporting for closed deals
When raw closed-deal payloads arrive, manual currency conversions slow reporting and delay daily reviews. This automation converts amounts to CAD, builds an HTML summary, and sends a daily email reportβso your team reviews results fast.
Webhooks by Zapieror swap with your favorite app
2.Formats date for subject
Integrate Formatter by Zapier and date formatting tools to produce the formatted subject date for the email.
Formatter by Zapieror swap with your favorite app
3.Converts amounts to CAD
Integrate Code by Zapier and FX rate services to convert amounts to CAD totals and assemble an HTML table.
Code by Zapieror swap with your favorite app
4.Sends daily summary email
Integrate SendGrid and email delivery to send the CAD HTML summary to your configured stakeholder list.
SendGridor swap with your favorite app
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