Connect Mercury and Attio
Integrate Mercury with Attio to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Get Payment Approval Request by ID from Mercury when Note Created in Attio
Get Users from Mercury when List Entry Updated in Attio
Get Accounts from Mercury when New Task Created in Attio
Get Accounts from Mercury when Workspace Member Created in Attio
Get Payment Approval Request by ID from Mercury when Record Updated in Attio
Popular Mercury + Attio 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
Attio
Automatically do this!
Create List Entry
Add Note to Record
Update Record
Update List Entry
Create Task
Delete Entry From List
Create Record
List All Objects
List Lists
List Workspace Members
List All Tasks
Create Or Update Record
List Records
Get Entries From a List
Get Payment Approval Request by ID from Mercury when Note Created in Attio
Use this flowGet Users from Mercury when List Entry Updated in Attio
Use this flowGet Accounts from Mercury when New Task Created in Attio
Use this flowGet Accounts from Mercury when Workspace Member Created in Attio
Use this flowGet Payment Approval Request by ID from Mercury when Record Updated in Attio
Use this flowRequest Money Transfer through Mercury when List Entry Updated in Attio
Use this flowCreate Virtual Card in Mercury when List Entry Updated in Attio
Use this flowGet Cards from Mercury when Note Created in Attio
Use this flowGet Cards from Mercury when Record Deleted in Attio
Use this flowGet Payment Approval Requests from Mercury when List Entry Updated in Attio
Use this flowSupported Triggers & Actions
Everything you can automate between Mercury and Attio.
When this happensTriggers
A trigger is an event that starts a workflow.
New Task Created
Runs when new task is created
When a record is created
Runs the workflow automatically whenever a new record—such as a company, person, or deal—is created in Attio.
Record Updated
Runs when record is updated
Record Deleted
Runs when record is deleted
List Entry Created
Triggers when a record, such as a person, company or deal, is added to a list.
List Entry Updated
Triggers when an attribute on a list entry is updated.
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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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 Attio
Attio is a modern CRM platform designed to help businesses manage their customer relationships more effectively. It offers a range of features including contact management, collaboration tools, and data analytics to streamline communication and enhance customer engagement.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Mercury and Attio 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 Attio 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 Attio. No coding required.
Yes. You can set up a workflow where Mercury triggers actions in Attio, and a separate workflow where Attio 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 Attio. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Mercury and Attio integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
