Connect Cardly and Mercury
Integrate Cardly with Mercury to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Get Recipients from Mercury when Automation Order Cancelled in Cardly
Get Accounts from Mercury when Automation Order Cancelled in Cardly
Create Virtual Card in Mercury when Automation Order Created in Cardly
Request Money Transfer through Mercury when Automation Order Created in Cardly
Send Payment to Recipient via Mercury when Automation Order Created in Cardly
Popular Cardly + Mercury flows
Start from a real workflow other teams are already running.
Choose a trigger
Cardly
When this happens...
Automation Order Cancelled
Automation Order Created
Automation Order Sent
Contact Change of Address Notification
Contact Undeliverable as Addressed Notification
Gift Card Redeemed
QR Code Scanned
Choose an action
Mercury
Automatically do this!
Create Virtual Card
Get Recipients
Request Money Transfer
Send Payment to Recipient
Get Payment Approval Requests
Get Payment Approval Request by ID
Get Users
Get Accounts
Get Cards
Get Recipients from Mercury when Automation Order Cancelled in Cardly
Use this flowGet Accounts from Mercury when Automation Order Cancelled in Cardly
Use this flowCreate Virtual Card in Mercury when Automation Order Created in Cardly
Use this flowRequest Money Transfer through Mercury when Automation Order Created in Cardly
Use this flowSend Payment to Recipient via Mercury when Automation Order Created in Cardly
Use this flowGet Payment Approval Request by ID from Mercury when Automation Order Created in Cardly
Use this flowGet Users from Mercury when Automation Order Created in Cardly
Use this flowGet Accounts from Mercury when Automation Order Created in Cardly
Use this flowGet Cards from Mercury when Automation Order Created in Cardly
Use this flowCreate Virtual Card in Mercury when Automation Order Sent via Cardly
Use this flowSupported Triggers & Actions
Everything you can automate between Cardly and Mercury.
When this happensTriggers
A trigger is an event that starts a workflow.
Automation Order Cancelled
Get details about an order that was cancelled for one of your contacts and the rule that originally triggered it.
Automation Order Created
Get details about an order that was just created for one of your contacts based on an automation rule being triggered.
Automation Order Sent
Get details about an order that was dispatched for one of your contacts and the rule that originally triggered it.
Contact Change of Address Notification
Feed back details of a change of address notification for one of your contacts back into an external system.
Contact Undeliverable as Addressed Notification
Feed back details of an undeliverable mail notification for one of your contacts back into an external system.
Gift Card Redeemed
Get notified that a gift in one of your cards was redeemed, along with the details of who the card was sent to.
Do thisActions
Action is the task that follows automatically within your Cardly integrations.
Invite User to Account
Invite a user to access your account in a non-privileged capacity, optionally allowing free credit or saved credit card usage.
Create a Contact List
Create a new contact list to group contacts together, such as *Recent Orders* or *Current Customers*.
Create a Contact
Create a new contact in a given contact list.
Delete a Contact
Delete a contact from a list so they are no longer eligible for matching automation rules.
Revoke User Access
Revoke access for a user from your account, removing any current user account access or negating any outstanding invitations.
Send a Card
Send a card using a template and selected artwork.
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 Cardly
Cardly helps businesses create great engagement with customers by getting out of inboxes and into mailboxes.
Learn moreSimilar apps
About Mercury
Mercury is an online financial platform that helps startups grow and manage their capital.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Cardly and Mercury 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 Cardly and Mercury 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 Mercury. No coding required.
Yes. You can set up a workflow where Cardly triggers actions in Mercury, and a separate workflow where Mercury triggers actions in Cardly. 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 Cardly and Mercury. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Cardly and Mercury integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
