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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
See how Mercury integrates with popular apps to automate tasks and streamline your workflow.

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.

Webhook is like a real-time notification system between apps. Whenever something happens in one app—like a new comment or a purchase—a webhook sends a signal to another app, instantly letting it know about the event.
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.
Mercury is an online financial platform that helps startups grow and manage their capital.
Learn MoreviaSocket 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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