Holded + Mercury
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.
- When this happens...New TransactionTriggers 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 PaymentCreates a Payment
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More things you can do with Mercury and Holded
Discover other triggers and actions you can use with Mercury and Holded
- Checking/Savings Account Balance Update
Triggers when an account's balance changes.
Try ItTriggerInstant - Failed Transaction
Triggers when a transaction fails.
Try ItTriggerInstant - Settled Transaction
Triggers when a transaction settles.
Try ItTriggerInstant - New Contact
Triggers when a new contact is created
Try ItTriggerPolling
- Cancelled Transaction
Triggers when a transaction is cancelled.
Try ItTriggerInstant - 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.
Try ItTriggerInstant - 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.
Try ItTriggerInstant - New Deal
Triggers when a new CRM Deal is created
Try ItTriggerPolling
