ClickUp + Mercury
Create tasks in ClickUp for new transactions in Mercury
Streamline your financial tasks with this seamless workflow. Every time a new transaction happens in your Mercury account, a corresponding task will be instantly created in ClickUp. This efficient system ensures no transaction slips through the cracks and contributes to better financial management. Save time, reduce error, and keep your team aligned with this streamlined process.
Streamline your financial tasks with this seamless workflow. Every time a new transaction happens in your Mercury account, a corresponding task will be instantly created in ClickUp. This efficient system ensures no transaction slips through the cracks and contributes to better financial management. Save time, reduce error, and keep your team aligned with this streamlined 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!Create Task
Creates a new task.
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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 ItWorkspaceRequired
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 ItReaction(s)
WorkspaceRequired
Try It
