Mercury and Salesflare
How to connect Mercury
- Via Zapier — 6 operations available. Set it up ↗
- Via Make — Connect it on Make. Set it up ↗
What you can automate
- When new Transaction in Mercury, create opportunity, then find or create contact in Salesflare.
About Mercury
Mercury is an online financial platform that helps startups grow and manage their capital.
Mercury operations on Zapier
Triggers (6)
Start a workflow when this happens
- Cancelled Transaction — Triggers when a transaction is cancelled.
- Checking/Savings Account Balance Update — Triggers when an account's balance changes.
- Failed Transaction — Triggers when a transaction fails.
- 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.
- Settled Transaction — Triggers when a transaction settles.
Show 1 more triggers
- 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.
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