Mercury + monday.com
Mercury + monday.com
Create new items in monday.com when new transactions occur in Mercury
Streamline your financial management process with this simple workflow. When a new transaction occurs in your Mercury app, an item is instantly created in your monday.com board, saving you precious time and keeping your financial data organized. Eliminate manual data entry and ensure real-time tracking of your transactions with this efficient workflow. This isn't just automation, it's smarter financial management.
- 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 ItemCreate a new Item in a board
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More things you can do with Mercury and monday.com
Discover other triggers and actions you can use with Mercury and monday.com
- 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 - Board IDRequired
Try ItTriggerInstant
- 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 - Item_created_in_board_copy
- Board IDRequired
Try ItTriggerInstant
