Airtable + Mercury
Add new Mercury transactions to Airtable as records
Effortlessly manage your financial data with this seamless workflow between Mercury and Airtable. Whenever a new transaction occurs in your Mercury account, a new record will be created in Airtable, keeping your financial records organized and up-to-date. Enhance your financial tracking and make data management efficient with this easy-to-use automation.
Effortlessly manage your financial data with this seamless workflow between Mercury and Airtable. Whenever a new transaction occurs in your Mercury account, a new record will be created in Airtable, keeping your financial records organized and up-to-date. Enhance your financial tracking and make data management efficient with this easy-to-use automation.
- 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 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
