Mercury + Zoho Books
Create new Zoho Books customers from new Mercury transactions
This workflow ensures that your Zoho Books reflects your Mercury transactions promptly and accurately. With every new transaction recorded on Mercury, a corresponding transaction is instantly processed in Zoho Books. There's no need for manual data input, saving you time and effort to focus on growing your business. This streamlined financial management system helps keep your records up-to-date and error-free.
This workflow ensures that your Zoho Books reflects your Mercury transactions promptly and accurately. With every new transaction recorded on Mercury, a corresponding transaction is instantly processed in Zoho Books. There's no need for manual data input, saving you time and effort to focus on growing your business. This streamlined financial management system helps keep your records up-to-date and error-free.
- 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 Customer
Creates a new customer.
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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 ItOrganizationRequired
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 ItOrganizationRequired
Try It