Mercury + Wave
Mercury + Wave
Create new Wave customers from new Mercury transactions
Initiate a seamless workflow that transforms every new transaction in your Mercury app into a newly created customer within the Wave app. This smart automation simplifies your bookkeeping processes, ensuring consistent data across your financial platforms without the need for manual entry. Start enhancing your bookkeeping efficiency now, saving invaluable time and reducing errors in your records.
- 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 CustomerCreates a customer in a business that you choose.
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More things you can do with Mercury and Wave
Discover other triggers and actions you can use with Mercury and Wave
- 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 - BusinessRequired
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 - BusinessRequired
Try ItTriggerPolling
