Mercury + monday.com
Create new items in monday.com when new transactions occur in Mercury
Streamline your financial management process with this simple workflow. When a new transaction occurs in your Mercury app, an item is instantly created in your monday.com board, saving you precious time and keeping your financial data organized. Eliminate manual data entry and ensure real-time tracking of your transactions with this efficient workflow. This isn't just automation, it's smarter financial management.
Streamline your financial management process with this simple workflow. When a new transaction occurs in your Mercury app, an item is instantly created in your monday.com board, saving you precious time and keeping your financial data organized. Eliminate manual data entry and ensure real-time tracking of your transactions with this efficient workflow. This isn't just automation, it's smarter financial management.
- 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 Item
Create a new Item in a board
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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 ItBoard IDRequired
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 ItBoard IDRequired
Try It
