Mercury + Slack
Send direct messages in Slack for new transactions in Mercury
Stay on top of your financial activity with this efficient workflow. When a new transaction takes place in your Mercury app, it directly sends a message in the Slack app, keeping your team updated in real time. By harnessing the efficiency of this automation, you can ensure seamless financial communication and data sharing within your team.
Stay on top of your financial activity with this efficient workflow. When a new transaction takes place in your Mercury app, it directly sends a message in the Slack app, keeping your team updated in real time. By harnessing the efficiency of this automation, you can ensure seamless financial communication and data sharing within your team.
- 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!Send Direct Message
Sends a direct message to a user or yourself from the Slackbot. Can also schedule a message for later.
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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 ItTrigger for Bot Messages?
Optimized data
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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 ItNew Channel
Triggers when a new #channel is created.
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