Gmail + Mercury

Send emails via Gmail for new transactions in Mercury

Stay updated on your financial transactions in real-time with this workflow. When a new transaction takes place in Mercury, an email is instantly sent via Gmail, keeping you informed instantly. It not only saves you the hassle of manually tracking each transaction, but also ensures you never miss an update. Keep your finances in check with this efficient automation.

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.
TriggerScheduled
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Send Email
Triggers when a new email appears in the specified mailbox.
ActionWrite

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Supported triggers and actions

Account Balance
Triggers when an account's balance changes.
Trigger
Scheduled
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Failed Transaction
Triggers when a transaction fails.
Trigger
Scheduled
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Settled Transaction
Triggers when a transaction settles.
Trigger
Scheduled
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- Label or mailbox
- Search keywords
Trigger
Scheduled
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- Label or mailboxRequired
Trigger
Scheduled
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- Search keywordsRequired
Trigger
Scheduled
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- Label/Mailbox
Trigger
Scheduled
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- Email message to be DeletedRequired
Action
Write
- Trigger Instructions
- ThreadRequired
- To
- Cc
- Bcc
- From
- From Name
- Body type
- BodyRequired
- Add signature default
- Label or mailbox
- Attachments
Action
Write
- To
- Cc
- Bcc
- From
- From Name
- Reply To
- SubjectRequired
- Body type
- BodyRequired
- Add signature default
- Label or mailbox
- Attachments
Action
Write
- Trigger Instructions
- ThreadRequired
- To
- Cc
- Bcc
- From
- From Name
- Reply To
- Body type
- BodyRequired
- Label or mailbox
- Attachments
Action
Write
- Search StringRequired
- To
- Cc
- Bcc
- From
- From Name
- Reply To
- SubjectRequired
- Body type
- BodyRequired
- Add signature default
- Label or mailbox
- Attachments
Action
Search or write

Cancelled Transaction
Triggers when a transaction is cancelled.
Trigger
Scheduled
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- Include Credit Accounts?
Trigger
Scheduled
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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
Scheduled
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New Label
Triggers when you add a new label.
Trigger
Scheduled
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- Label or mailbox
Trigger
Scheduled
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New Starred Email
Triggers when you receive a new email and star it within two days.
Trigger
Scheduled
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- Label
- MessageRequired
Action
Write
- Recipient Instructions
- To
- Cc
- Bcc
- SubjectRequired
- From
- From Name
- Body type
- BodyRequired
- Add signature default
- Label or mailbox
- Attachments
Action
Write
- Name of labelRequired
Action
Write
- MessageRequired
- Label(s) to removeRequired
Action
Write
- Search StringRequired
Action
Search

About Gmail

One of the most popular email services, Gmail keeps track of all your emails with threaded conversations, tags, and Google-powered search to find any message you need.

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