Google Sheets + Mercury
Create spreadsheet rows in Google Sheets for updated account balances in Mercury
Stay on top of your financials with this efficient workflow. When an account balance is updated in Mercury, a new row is added to your Google Sheets spreadsheet instantly. This allows you to easily keep track of balance changes and optimize your financial management without manually inputting data, making financial tracking a breeze.
Stay on top of your financials with this efficient workflow. When an account balance is updated in Mercury, a new row is added to your Google Sheets spreadsheet instantly. This allows you to easily keep track of balance changes and optimize your financial management without manually inputting data, making financial tracking a breeze.
- When this happens...Account Balance
Triggers when an account's balance changes.
- automatically do this!Create Spreadsheet Row
Create a new row in a specific spreadsheet.
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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 ItDont Change Sheet Structure
Drive
SpreadsheetRequired
WorksheetRequired
Try It
Cancelled Transaction
Triggers when a transaction is cancelled.
Try ItNew 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 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 ItDont Change Sheet Structure
No Team Drive
SpreadsheetRequired
WorksheetRequired
Try It
