Mercury + Zoho Books

Create new Zoho Books customers from new Mercury transactions

This workflow ensures that your Zoho Books reflects your Mercury transactions promptly and accurately. With every new transaction recorded on Mercury, a corresponding transaction is instantly processed in Zoho Books. There's no need for manual data input, saving you time and effort to focus on growing your business. This streamlined financial management system helps keep your records up-to-date and error-free.

This workflow ensures that your Zoho Books reflects your Mercury transactions promptly and accurately. With every new transaction recorded on Mercury, a corresponding transaction is instantly processed in Zoho Books. There's no need for manual data input, saving you time and effort to focus on growing your business. This streamlined financial management system helps keep your records up-to-date and error-free.

  1. When this happens...
    MercuryMercury
    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.

    TriggerPolling
  2. automatically do this!
    Zoho BooksZoho Books
    Create Customer

    Creates a new customer.

    ActionWrite
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Supported triggers and actions

    • Include Credit Accounts?

    Trigger
    Polling
    Try It
  • Mercury triggers, actions, and search

    Transaction 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.

    Trigger
    Polling
    Try It
    • OrganizationRequired

    Trigger
    Instant
    Try It
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mercury logo

About Mercury

Mercury is an online financial platform that helps startups grow and manage their capital.
Learn more

Related categories

  • Accounting
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zoho-books logo

About Zoho Books

Zoho Books is cloud-based accounting software in which you can record, audit and analyze all financial transactions easily. With secure data storage, easy navigation and customizable features, Zoho Books provide a head start in accounting for small businesses.

Related categories

  • Accounting
  • Zoho