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.

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

Mercury

Action

Mercury

Real-world use cases of Mercury integrations

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

Sync records with external applications and databases
Generate detailed reports and dashboards from data
Track project progress and task statuses in real-time
Manage and organize data efficiently with custom views
Integrate with collaboration tools for seamless workflows
Automate notifications and alerts based on data changes
Collaborate on data management and analysis with teams
  • Integrate mercury with Salesforce to sync records, ensuring that customer data is consistently updated across your CRM and mercury databases.
  • Integrate mercury with MySQL to automatically sync records, facilitating seamless data exchange between mercury and your SQL databases.

We'll help you get started

Our team is all set to help you!

Customer support expert avatarTechnical support expert avatarAutomation specialist expert avatarIntegration expert avatar

Frequently Asked Questions

How does viaSocket connect to my Mercury account?

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.

What business tasks can I automate with Mercury and viaSocket?

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.

Is automation secure and compliant?

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.

Can I use AI with Mercury automations?

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

About Mercury

Mercury is an online financial platform that helps startups grow and manage their capital.

Learn More
viaSocket

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.

Learn More