Connect PPM Express to Mercury

Both apps 33PPM Express 16Mercury 17

• Trigger
  Idea Created

  Triggers when a Idea is created.

• Trigger
  Key Date Created

  Triggers when a Key Date is created.

• Trigger
  Key Date Updated

  Triggers when a Key Date is updated.

• Trigger
  Project Created

  Triggers when a Project is created.

• Trigger
  Project Updated

  Triggers when a Project is updated.

• Trigger
  Task Created

  Triggers when a Task is created.

• Trigger
  Task Deleted

  Triggers when a Task is deleted.

• Trigger
  Task Updated

  Triggers when a Task is updated.

• Action
  Create Idea

  Creates a new idea in PPM Express, optionally under a challenge, with its name, description and any other idea fields.

• Action
  Create Project

  Creates a project in PPM Express with the field values you supply, such as name, description, manager, program and portfolio.

• Action
  Create Project Key Date

  Creates a key date (milestone) on a PPM Express project and returns the new key date.

• Action
  Create Project Task

  Creates a task in a PPM Express project with the field values you supply.

• Action
  Delete Project Task

  Deletes a task from a PPM Express project.

• Action
  Update Project

  Updates the fields of an existing project, including custom fields, and returns the updated project.

• Action
  Update Project Key Date

  Updates the field values of an existing key date in a PPM Express project.

• Action
  Update Project Task

  Updates field values on an existing task in a PPM Express project and returns the updated task.

• 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 recipient

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

• 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.