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.
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 Transaction
Triggers when a transaction settles.
- automatically do this!Create Record
Creates a new record with auto-populating fields.
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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 ItBaseRequired
TableRequired
Limit to View
Include attachment content
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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 ItHelp Text
BaseRequired
TableRequired
Last modified time columnRequired
Limit to view
Include file contents?
Try It
