Google Sheets + Mercury
Create Google Sheets columns for each new Mercury transaction
Keep track of new transactions effortlessly with this workflow. Once a new transaction is recorded in the Mercury application, a corresponding column is immediately created in your Google Sheets. This set up ensures you have a real-time, organized record of all transactions, saving you time and enhancing record-keeping efficiency.
Keep track of new transactions effortlessly with this workflow. Once a new transaction is recorded in the Mercury application, a corresponding column is immediately created in your Google Sheets. This set up ensures you have a real-time, organized record of all transactions, saving you time and enhancing record-keeping efficiency.
- 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 Spreadsheet Column
Create a new column in a specific spreadsheet.
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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
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 ItNo Team Drive
SpreadsheetRequired
WorksheetRequired
Try It
