Mercury + Slack
Send private channel messages in Slack for new transactions in Mercury
Stay in the loop on your financial transactions with this automation workflow. Whenever a new transaction occurs in Mercury, it will send a private channel message in Slack, keeping your team updated on important financial activities. Enhance your team's communication and financial awareness with this time-saving solution.
Stay in the loop on your financial transactions with this automation workflow. Whenever a new transaction occurs in Mercury, it will send a private channel message in Slack, keeping your team updated on important financial activities. Enhance your team's communication and financial awareness with this time-saving solution.
- When this happens...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.
- automatically do this!Send Private Channel Message
Triggers when a new message is posted to a specific #private-channel or multi-dm.
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Account Balance
Triggers when an account's balance changes.
Try ItFailed Transaction
Triggers when a transaction fails.
Try ItSettled Transaction
Triggers when a transaction settles.
Try ItTrigger for Bot Messages?
Try It
Cancelled Transaction
Triggers when a transaction is cancelled.
Try ItInclude Credit Accounts?
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 ItNew Channel
Triggers whenever a new #channel is created.
Try It
