1.Detect new incoming transaction
Integrate Mercury and analytics tools to capture new transaction fields and trigger contextual inbound transfer alerts.
When new incoming transactions arrive, delays can cause missed or misrouted inbound transfer alerts. This automation filters qualifying records, computes net transfer details, and sends Slack channel messagesβso billing teams can act quickly.
Integrate Mercury and analytics tools to capture new transaction fields and trigger contextual inbound transfer alerts.
Integrate Filter by Zapier and transaction monitoring rules to continue only positive amounts and non-internal transfers.
Integrate Code by Zapier and reporting systems to calculate net amounts and fee values for formatted alert messages.
Integrate Slack and message routing tools to post formatted summaries to the payments channel and dividends channel.
Build custom automations across your tools in minutes. Describe what you need, connect your apps, and create workflows without the manual effort.
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
Step 1
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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