Airtable + Mercury
Airtable + Mercury
Track new Mercury transactions by creating or updating records in Airtable
Manage your Mercury transactions more efficiently with this workflow. Once a new transaction is recorded in the Mercury app, it promptly updates or creates a corresponding record in Airtable. In this way, you can maintain accurate and up-to-date financial records effortlessly, saving you significant time on manual data entry.
- 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.
- automatically do this!Create or Update RecordFind and update an existing record, or create a new one.
- Free forever for core features
- 14 day trial for premium features & apps
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
