Skip to main content
Question

How do I automate monthly payment reminders and receipts from Google Sheets using Zapier?

  • 23 July 2024
  • 3 replies
  • 20 views

Good morning, 

I would like to automate my child support reminders to my ex. I have a Google Sheet that has all of the data that I would like to connect to Gmail. 

 

Here is what I would love to automate: 

  1. Send a monthly email reminder email with mail merge fields that read from the Google Sheet for the last payment amount and date received, what is due this month, and the remaining balance owed. 
  2. If I have not changed the “Payment Received” cell in my google sheets, I would like a reminder email to be sent with the same information. 
  3. Once I do receive payment and I make a change to that cell, I would like a receipt of that payment automatically emailed, including mail merge fields. 

 

This post has been closed for comments. Please create a new post if you need help or have a question about this topic.

3 replies

Userlevel 7
Badge +14

Hi @AnnaJoy 

Try these Zap steps:

  1. Trigger: Schedule - Monthly
  2. Action: GSheets - Lookup Row
  3. Action: Filter
  4. Action: Gmail - Send Email

Hi @Troy Tessalone , 

 

I only currently have the free forever version. Do you have a suggestion so I don’t have to get premium?

Userlevel 7
Badge +14

@AnnaJoy 

You can try using Airtable instead of GSheets and Zaps.

Airtable has native Automations.

Airtable Automations have a native integration with Gmail.