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.
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 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!Create Customer
Creates a customer in a business that you choose.
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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 ItBusinessRequired
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 ItBusinessRequired
Try It
