Mercury + Reflect
Add new Mercury transactions to Reflect's daily notes effortlessly
This workflow activates whenever there's a new transaction in Mercury, then efficiently appends that information to your daily note in Reflect. It streamlines your financial tracking process, eliminating the need for tedious manual data entry. Keep track of your transactions in the most efficient way with this seamless process.
This workflow activates whenever there's a new transaction in Mercury, then efficiently appends that information to your daily note in Reflect. It streamlines your financial tracking process, eliminating the need for tedious manual data entry. Keep track of your transactions in the most efficient way with this seamless process.
- 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!Append to Daily Note
Appends text to the daily note
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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 ItGraph IDRequired
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 ItGraph IDRequired
Try It