Airtable + Mercury
Airtable + Mercury
Create Airtable records for new settled transactions in Mercury
Effortlessly keep track of settled transactions in your Airtable database with this seamless workflow. Whenever a transaction is marked as settled in your Mercury app, a new record will be created in the designated Airtable base. Maintain organized financial records and save valuable time with this streamlined process.
- When this happens...Settled TransactionTriggers when a transaction settles.
- automatically do this!Create RecordCreates a new record with auto-populating fields.
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More things you can do with Mercury and Airtable
Discover other triggers and actions you can use with Mercury and Airtable
- Checking/Savings Account Balance Update
Triggers when an account's balance changes.
Try ItTriggerInstant - Failed Transaction
Triggers when a transaction fails.
Try ItTriggerInstant - Settled Transaction
Triggers when a transaction settles.
Try ItTriggerInstant - BaseRequired
- TableRequired
- Limit to View
- Include attachment content
Try ItTriggerPolling
- Cancelled Transaction
Triggers when a transaction is cancelled.
Try ItTriggerInstant - 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.
Try ItTriggerInstant - Transaction 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 ItTriggerInstant - Help Text
- BaseRequired
- TableRequired
- Last modified time columnRequired
- Limit to view
- Include file contents?
Try ItTriggerPolling
