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Airtable + Mercury

Add new Mercury transactions to Airtable as records

Effortlessly manage your financial data with this seamless workflow between Mercury and Airtable. Whenever a new transaction occurs in your Mercury account, a new record will be created in Airtable, keeping your financial records organized and up-to-date. Enhance your financial tracking and make data management efficient with this easy-to-use automation.

Effortlessly manage your financial data with this seamless workflow between Mercury and Airtable. Whenever a new transaction occurs in your Mercury account, a new record will be created in Airtable, keeping your financial records organized and up-to-date. Enhance your financial tracking and make data management efficient with this easy-to-use automation.

  1. When this happens...
    MercuryMercury
    New Transaction

    Triggers when a new transaction is created on any bank account (eg. Checking or Savings). Optionally, can also include any Credit account (eg. Physical/Virtual Credit or Debit). This trigger fires before the transaction settles.

    TriggerScheduled
  2. automatically do this!
    AirtableAirtable
    Create Record

    Creates a new record with auto-populating fields.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Mercury triggers, actions, and search

    Account Balance

    Triggers when an account's balance changes.

    Trigger
    Scheduled
    Try It
    • BaseRequired

    • TableRequired

    • Limit to View

    • Include file contents?

    Trigger
    Scheduled
    Try It
    • Include Credit Accounts?

    Trigger
    Scheduled
    Try It
  • Mercury triggers, actions, and search

    Transaction Update

    Triggers when a transaction changes status. This will trigger on any update to a transaction, including revisions to the amount following settlement, such as in the case of tips for service staff.

    Trigger
    Scheduled
    Try It
    • BaseRequired

    • TableRequired

    • Help Text

    • Which timestamp field should this Zap use to check for updates?Required

    • Limit to View

    • Include file contents?

    Trigger
    Scheduled
    Try It
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About Airtable

Organize anything with Airtable, a modern database created for everyone. Airtable is a fast and flexible way to create tables to keep track of anything, from sales leads to vacation planning to inventory management.
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  • Databases

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About Mercury

Mercury is an online financial platform that helps startups grow and manage their capital.

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