Connect Mercury and Salesforce
Integrate Mercury with Salesforce to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Virtual Card in Mercury when New Contact in Salesforce
Get Recipients from Mercury when New Contact in Salesforce
Request Money Transfer through Mercury when New Contact in Salesforce
Send Payment to Recipient via Mercury when New Contact in Salesforce
Get Payment Approval Requests from Mercury when New Contact in Salesforce
Popular Mercury + Salesforce 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
Salesforce
Automatically do this!
Add Contact to Campaign
Add Lead To Campaign
Create Attachment
Create Contact
Create Note
Update Contact
Create Lead
Update Lead
Create Account
Create Campaign
Search Record by Query
Create Event
Create Virtual Card in Mercury when New Contact in Salesforce
Use this flowGet Recipients from Mercury when New Contact in Salesforce
Use this flowRequest Money Transfer through Mercury when New Contact in Salesforce
Use this flowSend Payment to Recipient via Mercury when New Contact in Salesforce
Use this flowGet Payment Approval Requests from Mercury when New Contact in Salesforce
Use this flowGet Payment Approval Request by ID from Mercury when New Contact in Salesforce
Use this flowGet Users from Mercury when New Contact in Salesforce
Use this flowGet Accounts from Mercury when New Contact in Salesforce
Use this flowGet Cards from Mercury when New Contact in Salesforce
Use this flowCreate Virtual Card in Mercury when New Lead in Salesforce
Use this flowSupported Triggers & Actions
Everything you can automate between Mercury and Salesforce.
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact
Triggers when a new Contact is created.
New Lead
Triggers when a new Lead is created.
New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
Updated Record
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
New Case Attachment
Triggers when a new Attachment is added to a case.
New Task
Triggers when a new task is created.
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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Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Mercury
Mercury is an online financial platform that helps startups grow and manage their capital.
Learn moreSimilar apps
About Salesforce
Salesforce is a leading cloud-based customer relationship management (CRM) platform that provides businesses with tools to manage customer interactions, sales processes, and marketing campaigns. It offers a comprehensive suite of applications for sales, service, marketing, and more, enabling organizations to streamline operations and enhance customer engagement.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Mercury and Salesforce 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 Salesforce 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 Salesforce. No coding required.
Yes. You can set up a workflow where Mercury triggers actions in Salesforce, and a separate workflow where Salesforce 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 Salesforce. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Mercury and Salesforce integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
