Connect Mercury and Agendor
Integrate Mercury with Agendor to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Virtual Card in Mercury when New Activity in Agendor
Get Recipients from Mercury when New Activity in Agendor
Request Money Transfer through Mercury when New Activity in Agendor
Send Payment to Recipient via Mercury when New Activity in Agendor
Get Payment Approval Requests from Mercury when New Activity in Agendor
Popular Mercury + Agendor flows
Start from a real workflow other teams are already running.
Choose a trigger
Mercury
When this happens...
- Request a new Trigger for Mercury
Choose an action
Agendor
Automatically do this!
Create Task for Deal
Create Task for Organization
Create Task for Person
Update a Deal
Get Deal Details
Create Deal for an Organization or Person
Create Or Update Person
Get Deals for a Person
Get People
Delete Person
Delete Organization
List all People
List All Organizations
Create or Update Organization
List All Users
List Product Categories
List Sectors
List All Products
List All Metrics
List Loss Reasons
List Lead Origins
List All Deals
Update Product
Create Product
Delete Product
Create Virtual Card in Mercury when New Activity in Agendor
Use this flowGet Recipients from Mercury when New Activity in Agendor
Use this flowRequest Money Transfer through Mercury when New Activity in Agendor
Use this flowSend Payment to Recipient via Mercury when New Activity in Agendor
Use this flowGet Payment Approval Requests from Mercury when New Activity in Agendor
Use this flowGet Payment Approval Request by ID from Mercury when New Activity in Agendor
Use this flowGet Users from Mercury when New Activity in Agendor
Use this flowGet Accounts from Mercury when New Activity in Agendor
Use this flowGet Cards from Mercury when New Activity in Agendor
Use this flowCreate Virtual Card in Mercury when Deal Won in Agendor
Use this flowSupported Triggers & Actions
Everything you can automate between Mercury and Agendor.
When this happensTriggers
A trigger is an event that starts a workflow.
New Activity
Triggers when new activity created.
Deal Won
Check whether the deal status has been updated to **Won**.
Update Deal
Triggers when deal is updated.
Update Organization
Check if an organization has been updated.
Update Person
Triggers when person is updated.
New Deal
Triggers when new deal is created.
Do thisActions
Action is the task that follows automatically within your Mercury integrations.
Create Virtual Card
Create a virtual debit or credit card for online or subscription payments; optionally add a nickname, select a funding account (required for debit cards), and set spending limits.
Get Recipients
List recipients in your Mercury account.
Request Money Transfer
Create a request to send money from a Mercury account to a recipient, including amount, payment method, notes, and required wire purpose details.
Send Payment to Recipient
Send funds from your Mercury account to a recipient using a chosen payment method. Domestic wires require a payment category and may need additional details for some categories.
Get Payment Approval Requests
Find payment approval requests with optional filters for account, status, limit, and pagination (start_after/end_before).
Get Payment Approval Request by ID
View details of a payment approval request by ID.
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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AI will build it for you
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 Mercury
Mercury is an online financial platform that helps startups grow and manage their capital.
Learn moreSimilar apps
About Agendor
Customer relationship management platform where user can manage organizations, people, task and deals.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Mercury and Agendor 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 Mercury and Agendor 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 Agendor. No coding required.
Yes. You can set up a workflow where Mercury triggers actions in Agendor, and a separate workflow where Agendor triggers actions in Mercury. 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 Mercury and Agendor. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Mercury and Agendor integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
