Connect Mercury and Asana
Integrate Mercury with Asana to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Send Payment to Recipient via Mercury when New Task Created in Selected Project in Asana
Get Payment Approval Requests from Mercury when New Task Created in Selected Project in Asana
Get Users from Mercury when New Task Created in Selected Project in Asana
Get Accounts from Mercury when New Task Created in Selected Project in Asana
Create Virtual Card in Mercury when New Tag Created in Asana
Popular Mercury + Asana flows
Start from a real workflow other teams are already running.
Choose a trigger
Mercury
When this happens...
- Request a new Trigger for Mercury
Choose an action
Asana
Automatically do this!
Get Workspace Details
Get All Workspaces
Get Project
Get Project Tasks
Create Project
Delete Project
Create Task or Subtask
Update Task
Get Users
Create Section
Get Project Sections
Get Task Stories
Update Project
Assign Task
Create Project From Template
Attach External File to Task
Create Task Comment
Create Task From Template
Find Sections in Project
Duplicate Task
Find Project
List All Projects
Get Task Details
Find Task Comments
Get All Tags
Get Task
Add Tags to Task
Get Attachment
List Attachments
Create Goal
Send Payment to Recipient via Mercury when New Task Created in Selected Project in Asana
Use this flowGet Payment Approval Requests from Mercury when New Task Created in Selected Project in Asana
Use this flowGet Users from Mercury when New Task Created in Selected Project in Asana
Use this flowGet Accounts from Mercury when New Task Created in Selected Project in Asana
Use this flowCreate Virtual Card in Mercury when New Tag Created in Asana
Use this flowGet Recipients from Mercury when New Tag Created in Asana
Use this flowRequest Money Transfer through Mercury when New Tag Created in Asana
Use this flowSend Payment to Recipient via Mercury when New Tag Created in Asana
Use this flowGet Payment Approval Requests from Mercury when New Tag Created in Asana
Use this flowGet Payment Approval Request by ID from Mercury when New Tag Created in Asana
Use this flowSupported Triggers & Actions
Everything you can automate between Mercury and Asana.
When this happensTriggers
A trigger is an event that starts a workflow.
New Task Created in Selected Project
Runs when a new task is created in the selected project.
New Story Added to Task or Goal
Runs when a new story is added to a selected task or goal.
New Task Completed
Runs when new task is completed in a chosen project.
New Tag Created
Runs when new tag is created in a selected workspace.
When a new comment is added to a task
Runs the workflow automatically whenever a new comment is added to a task, either on a specific task or on tasks within a selected project.
New Project Created
Runs when new project is created in a chosen workspace.
Do thisActions
Action is the task that follows automatically within your Mercury integrations.
Create Virtual Card
Create a virtual debit or credit card for online or subscription payments; optionally add a nickname, select a funding account (required for debit cards), and set spending limits.
Get Recipients
List recipients in your Mercury account.
Request Money Transfer
Create a request to send money from a Mercury account to a recipient, including amount, payment method, notes, and required wire purpose details.
Send Payment to Recipient
Send funds from your Mercury account to a recipient using a chosen payment method. Domestic wires require a payment category and may need additional details for some categories.
Get Payment Approval Requests
Find payment approval requests with optional filters for account, status, limit, and pagination (start_after/end_before).
Get Payment Approval Request by ID
View details of a payment approval request by ID.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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About Mercury
Mercury is an online financial platform that helps startups grow and manage their capital.
Learn moreSimilar apps
About Asana
Organize your work and boost your team's productivity with Asana. This easy-to-use app helps you manage tasks, projects, and deadlines all in one place.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Mercury and Asana accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Mercury and Asana as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Asana. No coding required.
Yes. You can set up a workflow where Mercury triggers actions in Asana, and a separate workflow where Asana triggers actions in Mercury. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Mercury and Asana. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Mercury and Asana integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
