Create spreadsheet rows at the top in Google Sheets for new Mercury transactions
Track your transactions from Mercury with precision and efficiency. Whenever a new transaction occurs in Mercury, this workflow immediately adds it to the top of your Google Sheets spreadsheet. This routine ensures you maintain an accurate, up-to-date record of your transactions, saving you time and minimizing errors. Harness this process to optimize your financial management.
Track your transactions from Mercury with precision and efficiency. Whenever a new transaction occurs in Mercury, this workflow immediately adds it to the top of your Google Sheets spreadsheet. This routine ensures you maintain an accurate, up-to-date record of your transactions, saving you time and minimizing errors. Harness this process to optimize your financial management.
- 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 Spreadsheet Row at Top
Creates a new spreadsheet row at the top of a spreadsheet (after the header row).
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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 ItDrive
SpreadsheetRequired
WorksheetRequired
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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 ItNo Team Drive
SpreadsheetRequired
WorksheetRequired
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