Glue + Mercury
Create new Glue threads for every new transaction in Mercury
This workflow initiates when there's a new transaction in the Mercury app, leading to the creation of a new thread in the Glue app. It streamlines the communication in your team by directly correlating monetary operations to discussions. Ideal for financial and team management, this setup ensures every transaction is followed up with a strategic conversation, enhancing financial transparency and decision-making within your team.
This workflow initiates when there's a new transaction in the Mercury app, leading to the creation of a new thread in the Glue app. It streamlines the communication in your team by directly correlating monetary operations to discussions. Ideal for financial and team management, this setup ensures every transaction is followed up with a strategic conversation, enhancing financial transparency and decision-making within your team.
- 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 Thread
Creates a thread in a group.
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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 ItGroup Chat or ThreadRequired
MessageRequired
Attach File by URL
Auto-Expand Links
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 ItGroupRequired
SubjectRequired
MessageRequired
Attach File by URL
Auto-Expand Links
Thread By Value