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  • Send weekly customer email with their pending invoices list coming from a snowflake sql query

Hello,

How I can create this automation?.

Every friday I have to send an email to each customer with their pending invoices to pay.

The list of the invoices coming from an SQL query with the following fields:

  • Customer ID
  • Customer email address
  • Customer name
  • Invoice number
  • invoice date
  • Invoice URL
  • Invoice amount

So I’m imagining create a zapier doing:

  1. Step 1: run zapier every friday (with schedule trigger) (DONE)
  2. Step 2: Run SQL query (DONE)
  3. Step 3: Process data and group invoices by customer (I need help with this)
  4. Step 4: Prepare an email by customer (Something like a loop?) with a the list (could be a table on the email body) with the list of the invoices and details

I hope anyone can help me with this, I will appreciate it.

 

Hi @Leonardo.Palacio 

Step 3 may require using a custom Code step: https://zapier.com/apps/code/help

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