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.
- When this happens...Settled TransactionTriggers when a transaction settles.
- automatically do this!Send EmailSend an email from your Outlook account.
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More things you can do with Mercury and Microsoft Outlook
Discover other triggers and actions you can use with Mercury and Microsoft Outlook
- 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 - Calendar
- Time BeforeRequired
- Time Before (Unit)Required
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 - Cancelled Calendar Event
Triggers when an event is cancelled.
Try ItTriggerInstant





