Mercury + Microsoft Outlook
Send emails in Microsoft Outlook for new settled transactions in Mercury
Seamlessly manage your financial transactions with this efficient workflow. Whenever a transaction settles in the Mercury app, this automation promptly dispatches an email through your Microsoft Outlook, ensuring prompt and timely communication for every settled transaction. No more manual monitoring or email drafting; let this straightforward solution enhance your financial reporting and communication.
Seamlessly manage your financial transactions with this efficient workflow. Whenever a transaction settles in the Mercury app, this automation promptly dispatches an email through your Microsoft Outlook, ensuring prompt and timely communication for every settled transaction. No more manual monitoring or email drafting; let this straightforward solution enhance your financial reporting and communication.
- When this happens...Settled Transaction
Triggers when a transaction settles.
- automatically do this!Send Email
Send an email from your Outlook account.
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Checking/Savings Account Balance Update
Triggers when an account's balance changes.
Try ItFailed Transaction
Triggers when a transaction fails.
Try ItSettled Transaction
Triggers when a transaction settles.
Try ItCalendar
Time BeforeRequired
Time Before (Unit)Required
Try It
Cancelled Transaction
Triggers when a transaction is cancelled.
Try ItNew 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 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 ItCancelled Calendar Event
Triggers when an event is cancelled.
Try It
