Connect KanbanFlow to Mercury

Both apps 32KanbanFlow 13Mercury 19

• Trigger
  New Board Event

  Triggers when something changes on the board, such as a task being created, changed, moved or deleted.

• Trigger
  New Task

  Triggers when a new task appears in a column of the board.

• Action
  Add Comment

  Adds a comment to a task.

• Action
  Add Label

  Adds a label to a task.

• Action
  Create Subtask

  Adds a subtask to the end of a task's checklist.

• Action
  Create Task

  Creates a new task in a column of the board.

• Action
  Delete Task

  Deletes a task from the board.

• Action
  Get Board

  Returns the board your token belongs to, with its columns, swimlanes and colors.

• Action
  Get Task

  Returns one task by its ID.

• Action
  List Comments

  Returns all comments on a task.

• Action
  List Members

  Returns the people who are members of the board.

• Action
  Search Tasks

  Finds tasks on the board whose name or description matches your search text, most relevant first.

• Action
  Update Task

  Updates an existing task; only the fields you supply change.

• Action
  Add customer

  Creates a new Accounts Receivable customer in Mercury that you can invoice.

• Action
  Add internal transfer

  Transfers funds between two Mercury accounts in the same organization and returns the paired debit and credit transactions.

• Action
  Add invoice

  Creates an invoice in Mercury for one of your customers, with line items, due date and payment options.

• Action
  Add recipient

  Creates a new payment recipient in Mercury, with optional ACH, wire, real-time payment or check details.

• Action
  Get account

  Returns a Mercury bank account by its ID, including its name, status, account and routing numbers, and current and available balances.

• Action
  Get invoice

  Returns the details of a Mercury invoice, including its customer, amount, status, dates and line items.

• Action
  Get organization

  Returns your Mercury organization's details, including legal business name, EIN, DBAs and subscription tier.

• Action
  Get recipient

  Returns the details of a Mercury payment recipient, including name, emails, default payment method and routing information.

• Action
  Get transaction

  Returns a single Mercury transaction by its ID, including amount, status, counterparty, attachments and related transactions.

• Action
  List accounts

  Returns all Mercury bank accounts in your organization, including balances, account and routing numbers, and status.

• Action
  List account statements

  Returns the monthly statements for a Mercury checking or savings account, optionally limited to a date range.

• Action
  List categories

  Returns the organization's custom expense categories used to classify transactions.

• Action
  List customers

  Returns the accounts receivable customers on your Mercury account (up to 1000).

• Action
  List invoices

  Returns the accounts receivable invoices in your Mercury organization, up to 1,000 at a time.

• Action
  List recipients

  Returns the payment recipients saved in your Mercury account (up to 1000).

• Action
  List transactions

  Returns transactions across all Mercury accounts, optionally filtered by date, status, account, card, category or search text.

• Action
  Send money

  Sends money from a Mercury account to a saved recipient by ACH, check, domestic wire or real-time payment. Returns the created transaction.

• Action
  Update recipient

  Updates an existing payment recipient's name, contact details and payment routing information.

• Action
  Update transaction

  Updates the note and/or category of an existing Mercury transaction.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.