Question

How do I automate payment emails to accountant after 5 jobs with 5-day reminders in Zapier?

  • 7 May 2024
  • 1 reply
  • 10 views

Hi,

We have 2 sheets in an xls

Sheet 1 : we add  a row when each module of work is completed. After 5 modules person will get payed.

Sheet 2 : we create a row after each payment with date and amount.

 

After 5 modules of work email is sent to the accountant for payment. After 5 days we need to send reminder if payment is still not done.

 

how do we do this zap. Pls help

 

Thanks

IMK


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1 reply

Userlevel 7
Badge +6

Hi there @itsmk,

Welcome to the Community! 🎉

I’m sorry for the delayed reply.

Here is how I see the Zap for the workflow that you have in mind:

  1. Trigger: Microsoft Excel - New Row
  2. Action: Microsoft Excel - Find Row - Check module count
  3. Action: Filter by Zapier - Only continue if when 5 modules is reached
  4. Action: Gmail - Send Email
  5. Action: Microsoft Excel - Create Row - Add Payment record in Sheet 2
  6. Action: Delay by Zapier
  7. Action: Microsoft Excel - Find Row - Find Row for payment
  8. Action: Filter by Zapier - Only continue if payment is not found
  9. Action: Action: Gmail - Send Email

Please note that this is a rough structure of your workflow. I’d recommend reaching out to one of our Zapier Experts regarding this one since they can streamline your workflow even better.

You can reach our Zapier Experts here: https://zapier.com/experts

Hopefully, this helps.