Airtable + Mercury

Airtable + Mercury integrations

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.

When this happens...
New TransactionTriggers 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.
TriggerInstant
automatically do this!
Create RecordCreates a new record with auto-populating fields.
ActionWrite

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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.
Trigger
Instant
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Failed Transaction
Triggers when a transaction fails.
Trigger
Instant
Try It
Settled Transaction
Triggers when a transaction settles.
Trigger
Instant
Try It
- Base
  Required
- Table
  Required
- Limit to View
- Include attachment content
Trigger
Polling
Try It
- Base
  Required
- Table
  Required
- Record
  Required
- Comment
  Required
Action
Write

- CacheCopy
- Base
  Required
- Table
  Required
Action
Write
- Base
  Required
- Table
  Required
- Help Text
- Primary lookup field
  Required
- Secondary lookup field
Action
Write

- Base
  Required
- Table
  Required
- Record
  Required
Action
Write
- Base
  Required
- Table
  Required
- Number of Records
  Required
Action
Write
- Base
  Required
- Table
  Required
- Search by Field
- Search Value
- Search type
- Search Formula
- Limit to View
Action
Search
- Base
  Required
- Search Keyword
  Required
- Search In
Action
Search
- Search Keyword
  Required
Action
Search
- Base
  Required
- Table
  Required
Action
Search
- Base
  Required
- Table
  Required
- Search by Field
- Search Value
- Search type
- Search Formula
- Limit to View
Action
Search or write

Cancelled Transaction
Triggers when a transaction is cancelled.
Trigger
Instant
Try It
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.
Trigger
Instant
Try It
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.
Trigger
Instant
Try It
- Help Text
- Base
  Required
- Table
  Required
- Last modified time column
  Required
- Limit to view
- Include file contents?
Trigger
Polling
Try It
- Base
  Required
- Table
  Required
Action
Write
- Name
  Required
- Workspace ID
  Required
- Number of Tables
  Required
Action
Write
- Base
  Required
- Table Name
  Required
- Table Description
- Primary Field Name
- Primary Field Type
Action
Write
- Base
  Required
- Table
  Required
- Record
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Base
  Required
- Table
  Required
- Record ID
  Required
Action
Search
- Base
  Required
- Table ID
  Required
Action
Search
- Base ID
  Required
Action
Search
- Base
  Required
Action
Search

About Airtable

Organize anything with Airtable, a modern database created for everyone. Airtable is a fast and flexible way to create tables to keep track of anything, from sales leads to vacation planning to inventory management.

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About Mercury

Mercury is an online financial platform that helps startups grow and manage their capital.

Learn moreLearn moreHelpHelp

Related categories

Accounting

Related Zap Templates

Manage new Mercury balances by creating records in Airtable

Create Airtable records for new settled transactions in Mercury

Track new Mercury transactions by creating or updating records in Airtable