Create new Google Drive folders for each new transaction in Mercury
Streamline your financial workflow and keep everything meticulously organized whenever a new transaction occurs in Mercury. This automation creates a new folder in Google Drive to help you efficiently manage all your transactions. Stay organized and ensure no detail is missed with this efficient time-saving solution.
Streamline your financial workflow and keep everything meticulously organized whenever a new transaction occurs in Mercury. This automation creates a new folder in Google Drive to help you efficiently manage all your transactions. Stay organized and ensure no detail is missed with this efficient time-saving solution.
- 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 Folder
Triggers when a new folder is added directly to a specific folder (but not its subfolders).
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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 ItDrive
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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 ItDrive
Folder
Include Deleted Files?
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