Connect Evoliz and Mercury
Integrate Evoliz with Mercury to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Virtual Card in Mercury when New Client in Evoliz
Get Recipients from Mercury when New Client in Evoliz
Request Money Transfer through Mercury when New Client in Evoliz
Send Payment to Recipient via Mercury when New Client in Evoliz
Get Payment Approval Requests from Mercury when New Client in Evoliz
Popular Evoliz + Mercury flows
Start from a real workflow other teams are already running.
Choose a trigger
Evoliz
When this happens...
New Client
New Invoice
New Payment
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
Create Virtual Card in Mercury when New Client in Evoliz
Use this flowGet Recipients from Mercury when New Client in Evoliz
Use this flowRequest Money Transfer through Mercury when New Client in Evoliz
Use this flowSend Payment to Recipient via Mercury when New Client in Evoliz
Use this flowGet Payment Approval Requests from Mercury when New Client in Evoliz
Use this flowGet Payment Approval Request by ID from Mercury when New Client in Evoliz
Use this flowGet Users from Mercury when New Client in Evoliz
Use this flowGet Accounts from Mercury when New Client in Evoliz
Use this flowGet Cards from Mercury when New Client in Evoliz
Use this flowCreate Virtual Card in Mercury when New Invoice in Evoliz
Use this flowSupported Triggers & Actions
Everything you can automate between Evoliz and Mercury.
When this happensTriggers
A trigger is an event that starts a workflow.
New Client
Retrieve clients for the authenticated Evoliz company created or updated within the last N minutes, returning the most recent results (supports pagination).
New Invoice
Return invoices created within the specified recent time window (last N minutes) for the authenticated company, paginated and sorted newest-first.
New Payment
Retrieve payments created since the trigger's scheduled time for the connected company. Optional: filter results by payment type.
Do thisActions
Action is the task that follows automatically within your Evoliz integrations.
Create Account
Creates a new accounting account in Evoliz for the connected company using the provided code and label.
Create Article
Create a product or service article in Evoliz, including pricing, VAT, stock and supplier details.
Create Client
Create a new client in Evoliz with contact, address, and optional bank and company details.
Create Contact Client
Create a new contact for an existing client in Evoliz.
Create Prospect Contact
Create a new contact and attach it to an existing prospect in Evoliz.
Create Prospect
Creates a Prospect
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 Evoliz
Evoliz is an invoicing and management software designed for small businesses but also their accountants.
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 Evoliz 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 Evoliz 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 Evoliz triggers actions in Mercury, and a separate workflow where Mercury triggers actions in Evoliz. 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 Evoliz and Mercury. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Evoliz 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.
