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  • How to automate monthly updates of Pennylane subscriptions from Google Sheets data using Zapier?
Best answer

How to automate monthly updates of Pennylane subscriptions from Google Sheets data using Zapier?

  • November 9, 2024
  • 4 replies
  • 19 views
Z

Dear Zapier Community,

I hope you're all doing well.

I'm looking for assistance in setting up an automation to update Pennylane subscriptions on a monthly basis using Zapier. Here's the scenario:

  • Data Source: I have a Google Sheet where each row represents a client. The sheet includes the subscription amount and the Pennylane subscription ID for each client.
  • Objective: Retrieve this data once a month and update the corresponding subscriptions in Pennylane accordingly.

I'm unsure about the best approach to retrieve the data from Google Sheets and trigger the update in Pennylane every month. Has anyone set up a similar automation or could provide guidance on how to accomplish this using Zapier?

Any suggestions or step-by-step instructions would be greatly appreciated.

Thank you for your time and assistance!

Best regards,

Best answer by Troy Tessalone

Hi @Zoubeuh 

Try these Zap steps:

  1. Trigger: Schedule - Monthly
    1. Help: https://zapier.com/apps/schedule/help
  2. Action: GSheets - Lookup Rows
    1. Help: https://zapier.com/apps/google-sheets/help
  3. Action: Filter
    1. Check to make sure there are rows to process
    2. Help: https://zapier.com/apps/filter/help
  4. Action: Looping - Create Loop from Line Items
    1. Help: https://zapier.com/apps/looping/help
  5. Action: Pennylane - Update Billing Subscription
    1. NOTE: Additional Zap step may be needed to first find the Pennylane billing subscription

 

 

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4 replies

Troy Tessalone
Forum|alt.badge.img+14
  • Troy TessaloneZapier Expert
  • Zapier Expert
  • 31068 replies
  • Answer
  • November 9, 2024

Hi @Zoubeuh 

Try these Zap steps:

  1. Trigger: Schedule - Monthly
    1. Help: https://zapier.com/apps/schedule/help
  2. Action: GSheets - Lookup Rows
    1. Help: https://zapier.com/apps/google-sheets/help
  3. Action: Filter
    1. Check to make sure there are rows to process
    2. Help: https://zapier.com/apps/filter/help
  4. Action: Looping - Create Loop from Line Items
    1. Help: https://zapier.com/apps/looping/help
  5. Action: Pennylane - Update Billing Subscription
    1. NOTE: Additional Zap step may be needed to first find the Pennylane billing subscription

 

 

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
Z
1 person likes this
  • Z
    Zoubeuh
JammerS
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  • JammerSZapier Staff
  • Zapier Staff
  • 2394 replies
  • November 13, 2024

Hi @Zoubeuh,
 
We just wanted to see how everything is going with your Zap. Did Troy's recommendation get the job done? Feel free to reach out if you need further assistance with your Zap. We're glad to address any concerns and assist you.
 
We're looking forward to your response.

Z
1 person likes this
  • Z
    Zoubeuh
Z
  • ZoubeuhBeginner
  • Author
  • Beginner
  • 1 reply
  • November 13, 2024

Many thanks @Troy Tessalone ! 

The zap works perfectly.

 

Regards,

B.

ken.a
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  • ken.aZapier Staff
  • Zapier Staff
  • 6433 replies
  • November 14, 2024

That’s awesome @Zoubeuh! A huge thanks to Troy for pointing you in the right direction!

If you have any other questions, please don’t hesitate to reach out to the Community. We’re always happy to help! 🤗

Z
1 person likes this
  • Z
    Zoubeuh
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