Track new Mercury account balances by creating spreadsheets in Google Sheets
Keep track of your financial activity without losing a minute. This workflow activates when there's a change in your Mercury account balance and instantly generates a new spreadsheet in Google Sheets. This process can help streamline your bookkeeping, ensuring that you're always aware of your financial state without having to manually record or transfer data between the two platforms.
Keep track of your financial activity without losing a minute. This workflow activates when there's a change in your Mercury account balance and instantly generates a new spreadsheet in Google Sheets. This process can help streamline your bookkeeping, ensuring that you're always aware of your financial state without having to manually record or transfer data between the two platforms.
- When this happens...Account Balance
Triggers when an account's balance changes.
- automatically do this!Create Spreadsheet
Creates a new spreadsheet. Choose from a blank spreadsheet, a copy of an existing one, or one with headers.
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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
SpreadsheetRequired
WorksheetRequired
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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 ItNo Team Drive
SpreadsheetRequired
WorksheetRequired
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