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Connect Mercury and Businessmap

Integrate Mercury with Businessmap to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.

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Supported Triggers & Actions

Everything you can automate between Mercury and Businessmap.

When this happensTriggers

A trigger is an event that starts a workflow.

New Comment

New Comment

Triggers when a comment is created.

Card Created

Card Created

Triggers activate for any event on your board; use a "Filter" to specify actions like "Card created", "Card details changed", "Card moved", or "Card deleted".

Board structure changed

Board structure changed

Trigger when Board structure changed.

New Board

New Board

Trigger when new board is created.

Card Details Updated

Card Details Updated

Triggers when card is updated.

Card Discarded

Card Discarded

Triggers when card is discarded.

Do thisActions

Action is the task that follows automatically within your Mercury integrations.

Create Virtual Card

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

Get Recipients

List recipients in your Mercury account.

Request Money Transfer

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 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

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

Get Payment Approval Request by ID

View details of a payment approval request by ID.

How to build your first workflow with viaSocket
2-Minute Guide

Learn how to build your first workflow

Follow a simple walkthrough to create, test, and launch your first automation.

  1. 1

    Connect your apps

    Link the apps you want to automate.

  2. 2

    Configure your workflow

    Set up triggers, actions, and map your data.

  3. 3

    Test & publish

    Test your workflow and publish it.

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Frequently Asked Questions

How do I connect Mercury and Businessmap?

Sign up for a free viaSocket account, then authorize both your Mercury and Businessmap 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.

Does this integration work in real time?

Yes. viaSocket uses instant triggers where available, so data moves between Mercury and Businessmap as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.

Can I control which data gets sent from Mercury to Businessmap?

Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Businessmap. No coding required.

Can the integration run in both directions?

Yes. You can set up a workflow where Mercury triggers actions in Businessmap, and a separate workflow where Businessmap triggers actions in Mercury. Both run independently and in real time.

What happens if a step in the workflow fails?

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.

Is viaSocket free to use?

Yes, there is a free plan that covers basic workflows between Mercury and Businessmap. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.

Do I need to know how to code to set this up?

No. The entire Mercury and Businessmap integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.