Filing deadline alerts in Make and Zapier
A weekly loop over a list of company numbers. It asks fetch.li for each company’s next deadline and alerts you only when a deadline is overdue or within 30 days. Nothing is emailed to clients: the alert goes to you.
You need a fetch.li API key (Starter or above) and a sheet with one company number per row.
Zapier
- Trigger: Schedule by Zapier, every week, Monday 08:00.
- Action: Google Sheets, Get many spreadsheet rows. Column A is the company number.
- Action: Looping by Zapier, loop over the company numbers.
- Action: Webhooks by Zapier, GET.
- URL:
https://fetch.li/v1/company/due - Query string:
number= the looped company number - Headers:
Authorization=Bearer YOUR_KEY
- URL:
- Filter: only continue if
yesistrue. - Action: Slack, Send channel message, or Gmail, Create draft, to yourself. Use
sayas the text andsource_urlas the link.
Make
- Google Sheets, Search rows on your client sheet.
- HTTP, Make a request. Method GET, URL
https://fetch.li/v1/company/due?number={{1.A}}, headerAuthorization: Bearer YOUR_KEY, parse response on. - Filter between modules:
yesequalstrue. - Slack, Create a message or Email, Create a draft to yourself with
{{2.data.say}}and{{2.data.source_url}}. - Schedule the scenario weekly.
Good habits
- Run it weekly, not every few minutes. Deadlines move by days, and answers are cached for 6 hours anyway.
- Add a column for the last
checked_ondate so you can see the loop is running. - Treat a
404as a typo in the sheet, and a502as “try again next run”. - This is a reminder, not a filing service. The register is the source of truth: open
source_urlbefore you act.
Rather not run the scenario yourself? LoopOnyx Filing Watch does this loop for you, from the same data. It is on a waitlist for now.