Airtable + Mercury
Manage new Mercury balances by creating records in Airtable
Keep your financial records up-to-date without manual intervention using this workflow. When an account balance update takes place in the Mercury application, it will create a new record in your Airtable database. This ensures you have an organized system for monitoring your transactions, saving you valuable time and effort.
Keep your financial records up-to-date without manual intervention using this workflow. When an account balance update takes place in the Mercury application, it will create a new record in your Airtable database. This ensures you have an organized system for monitoring your transactions, saving you valuable time and effort.
- When this happens...Account Balance
Triggers when an account's balance changes.
- 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
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 ItHelp Text
BaseRequired
TableRequired
Last modified time columnRequired
Limit to view
Include file contents?
Try It
