Mercury + Reflect
Mercury + Reflect
Add new Mercury transactions to Reflect's daily notes effortlessly
This workflow activates whenever there's a new transaction in Mercury, then efficiently appends that information to your daily note in Reflect. It streamlines your financial tracking process, eliminating the need for tedious manual data entry. Keep track of your transactions in the most efficient way with this seamless process.
- 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!Append to Daily NoteAppends text to the daily note
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More things you can do with Mercury and Reflect
Discover other triggers and actions you can use with Mercury and Reflect
- 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 - Graph IDRequired
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 - Graph IDRequired
Try ItTriggerPolling
