QuickBooks Online + Mercury Integrations

See the kind of workflows teams build with QuickBooks Online and Mercury below — describe the exact one you want above and the Agent builds it on demand.

QuickBooks Online + Mercury When a new transaction occurs in Mercury, sync the transaction details into QuickBooks Online.

Mirror new invoices across systems When a new invoice is created in QuickBooks Online, automatically create the identical invoice in Mercury so financial records stay synchronized. See details

Replicate payments received When a payment is received in Mercury, record the payment in QuickBooks Online to maintain consistent cash flow balances. See details

Keep customer profiles aligned When customer details are updated in QuickBooks Online, automatically sync the customer record in Mercury to eliminate mismatched billing contacts. See details

Browse the full workflow library →

Looking to achieve something else with QuickBooks Online and Mercury?

Just describe what you need — the Agent researches both APIs and builds the real automation on demand.

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Triggers & actions for QuickBooks Online and Mercury

Everything QuickBooks Online and Mercury can do inside a workflow — the triggers that start one and the actions that run when it fires.

QuickBooks Online Explore QuickBooks Online →

QuickBooks Online is a cloud accounting platform that helps small businesses track income, manage expenses, send invoices, and run financial reports.

Triggers

New Account

Triggers when you add a new account.

New Bank Transaction

Triggers when a new bank transaction is created.

New Bill

Triggers when a new bill is added.

New Customer

Triggers when you add a new customer.

Estimate Emailed

Triggers when an estimate is emailed.

New Estimate

Triggers when you add a new estimate.

Actions

Attach File(s) or Note

Attach a file or note to a QuickBooks record, or upload a standalone file without linking it to a record

Create Bill (Item Based)

Create a new bill, optionally tied to a customer.

Create Bill (Account Based)

Create a new bill, optionally tied to a customer (with line item support).

Create Bill (Item Based)

Create a new bill, optionally tied to a customer (with line item support).

Create Deposit

Creates a new deposit in QuickBooks.

Create Employee

Creates a new employee.

Mercury Explore Mercury →

Mercury is financial software providing business banking, account management, and expense tracking for startups.

Triggers

Checking/Savings Account Balance Update

Triggers when an account's balance changes.

Cancelled Transaction

Triggers when a transaction is cancelled.

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.

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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Aliaddo

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Anchor

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