Airtable + Mercury
Track new Mercury transactions by creating or updating records in Airtable
Manage your Mercury transactions more efficiently with this workflow. Once a new transaction is recorded in the Mercury app, it promptly updates or creates a corresponding record in Airtable. In this way, you can maintain accurate and up-to-date financial records effortlessly, saving you significant time on manual data entry.
Manage your Mercury transactions more efficiently with this workflow. Once a new transaction is recorded in the Mercury app, it promptly updates or creates a corresponding record in Airtable. In this way, you can maintain accurate and up-to-date financial records effortlessly, saving you significant time on manual data entry.
- 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 or Update Record
Find and update an existing record, or create a new one.
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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 ItBaseRequired
TableRequired
Limit to View
Include attachment content
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 ItHelp Text
BaseRequired
TableRequired
Last modified time columnRequired
Limit to view
Include file contents?
Try It
