Mercury + Zapier Tables
Mercury + Zapier Tables
Create records in Zapier Tables for each new transaction in Mercury
Keep your financial records up-to-date effortlessly. With this workflow, every time a new transaction takes place in Mercury, a record is created in Zapier Tables. This seamless flow ensures that important transaction details are stored promptly and accurately, saving you time and reducing human error. Ideal for anyone looking to streamline their accounting processes.
- 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 RecordCreates a new record on a table.
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More things you can do with Mercury and Zapier Tables
Discover other triggers and actions you can use with Mercury and Zapier Tables
- 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 - Table IDRequired
- Zap_id
- Zap_step_id
- Zap_path_run_id
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 - Table IDRequired
- Zap_id
- Zap_step_id
- Zap_path_run_id
Try ItTriggerInstant
