Mercury + Zoho Books
Create sales invoices in Zoho Books for new transactions in Mercury
Stay on top of your business financing with this efficient workflow. Whenever there's a new transaction in the Mercury app, it will swiftly result in the creation of a sales invoice in your Zoho Books. This automation saves you time, eliminates manual data entry, and ensures your accounting records are consistently kept up-to-date.
Stay on top of your business financing with this efficient workflow. Whenever there's a new transaction in the Mercury app, it will swiftly result in the creation of a sales invoice in your Zoho Books. This automation saves you time, eliminates manual data entry, and ensures your accounting records are consistently kept up-to-date.
- 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 Sales Invoice
Creates a new sales invoice.
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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 ItOrganizationRequired
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 ItOrganizationRequired
Try It