Popular Use Cases
Start a workflow in your other tools whenever something new happens in Mercury.
Update records in Mercury automatically when data changes in the apps your team already uses.
Log Mercury activity into a spreadsheet or database so reporting stays current without manual entry.
Popular ways to automate Mercury
Ready-made flows built with Mercury — preview one, then make it yours.
Integrate Mercury with your favorite apps
The app you are looking for is in beta, and we are awaiting verification from the app builders
before making it accessible to end users.
This process may take 15 to 30 days.
If you can’t wait, we can add the beta version to your viaSocket workspace within 24 hours.
Real-world use cases of Mercury integrations
See how Mercury integrates with popular apps to automate tasks and streamline your workflow.
Create a Slack alert when Mercury receives a wire deposit for a new client.
Send a QuickBooks entry when Mercury records an outgoing vendor payment.
Add Mercury transaction details to Google Sheets for monthly cash flow reporting.
Sync Mercury account balances to Airtable before finance reviews weekly spending.
Route Mercury card purchases to your CRM for expense review and client billing.
Update your spreadsheet when Mercury flags a failed transfer for follow-up.
How to get started with Mercury automations
Automate when something happens in Mercury
Login -> Create new flow -> Select trigger -> Search Mercury -> Choose the trigger from the list
Take action in Mercury when something happens in an app or you want to add step in flow
Login -> Create new flow -> Select action -> Search Mercury -> Choose the action from the list
Trigger
Action
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Frequently Asked Questions
viaSocket uses Mercury’s API to securely connect your account and run automated workflows. You authorize access once, then build triggers (like new transactions or balance thresholds) and actions (like transfers or reporting) without writing code.
Common automations include paying vendors when invoices clear, importing and reconciling transactions to accounting, moving funds between accounts based on rules, updating CRM records when payments arrive, and sending daily cash reports to stakeholders.
Yes. viaSocket works through Mercury’s API and follows standard security practices (encrypted connections and scoped permissions). You control which actions are allowed and can keep approval steps in the loop for sensitive transfers.
Yes. viaSocket supports AI-enabled automations—use AI to categorize transactions, summarize cash positions, draft approval requests, or surface anomalies. AI can assist, while you keep final approval and controls.
About Mercury
Mercury is an online financial platform that helps startups grow and manage their capital.
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About viaSocket
viaSocket is an AI-powered, workflow automation platform that helps people and businesses connect apps and automate repetitive tasks. With thousands of integrations, anyone can build workflows to move data, cut manual work, and save time. Whether for simple tasks or large-scale processes, viaSocket makes automation easy and helps teams focus on what matters most.
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