Holded + Mercury
Create Holded payments from new Mercury transactions
Efficiently manage your accounts with this direct workflow. As a transaction occurs in Mercury, it simultaneously creates a corresponding entry in Holded. This automation not only simplifies your financial task but also bolsters precise financial reporting and lessens instances of manual entry. This solution makes financial management smoother and more straightforward.
Efficiently manage your accounts with this direct workflow. As a transaction occurs in Mercury, it simultaneously creates a corresponding entry in Holded. This automation not only simplifies your financial task but also bolsters precise financial reporting and lessens instances of manual entry. This solution makes financial management smoother and more straightforward.
- When this happens...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.
- automatically do this!Create Payment
Creates a Payment
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Account Balance
Triggers when an account's balance changes.
Try ItFailed Transaction
Triggers when a transaction fails.
Try ItSettled Transaction
Triggers when a transaction settles.
Try ItNew Contact
Triggers when a new contact is created
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Cancelled Transaction
Triggers when a transaction is cancelled.
Try ItInclude Credit Accounts?
Try ItTransaction 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.
Try ItNew Deal
Triggers when a new CRM Deal is created
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