Mercury + Zapier Tables
Create records in Zapier Tables for each new transaction in Mercury
Keep your financial records up-to-date effortlessly. With this workflow, every time a new transaction takes place in Mercury, a record is created in Zapier Tables. This seamless flow ensures that important transaction details are stored promptly and accurately, saving you time and reducing human error. Ideal for anyone looking to streamline their accounting processes.
Keep your financial records up-to-date effortlessly. With this workflow, every time a new transaction takes place in Mercury, a record is created in Zapier Tables. This seamless flow ensures that important transaction details are stored promptly and accurately, saving you time and reducing human error. Ideal for anyone looking to streamline their accounting processes.
- 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 Record
Creates a new record on a table.
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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 ItTable IDRequired
Zap Id
Zap Step Id
Zap Path Run Id
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 ItTable IDRequired
Zap Id
Zap Step Id
Zap Path Run Id
Try It