1.Monitor new transaction
Integrate Mercury, transaction monitoring tools, and alert workflows to detect new transactions and start the triage alert process.
Notify finance channel of new transactions for triage
Automatically monitor new transactions across Mercury and banking operations. Get instant alerts when transactions post, cross your threshold, or match deposit or payout typesβso you can triage faster, format details, and reconcile without manual triage.
How this automation speeds up transaction triage
When a new transaction appears, delays can slow triage and reconciliation. This automation formats transaction details, filters internal transfers, and sends finance alertsβso your team can respond quickly.
Mercuryor swap with your favorite app
2.Format transaction details
Integrate Formatter by Zapier, data mapping tools, and date formatting utilities to format amount and readable date for triage.
Formatter by Zapieror swap with your favorite app
3.Filter qualifying records
Integrate Filter by Zapier and transaction rules to check thresholds and exclude internal transfers before messaging finance.
Filter by Zapieror swap with your favorite app
4.Send finance channel alert
Integrate Slack and message templates to send a private finance channel update with amount, counterparty, type, and record link.
Slackor swap with your favorite app
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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