Connect Mercury and Cardly
Integrate Mercury with Cardly to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Virtual Card in Mercury when Automation Order Created in Cardly
Get Recipients from Mercury when Automation Order Created in Cardly
Request Money Transfer through Mercury when Automation Order Created in Cardly
Send Payment to Recipient via Mercury when Automation Order Created in Cardly
Get Payment Approval Requests from Mercury when Automation Order Created in Cardly
Popular Mercury + Cardly 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
Cardly
Automatically do this!
Invite User to Account
Create a Contact List
Create a Contact
Delete a Contact
Revoke User Access
Send a Card
Synchronize a Contact
Create Virtual Card in Mercury when Automation Order Created in Cardly
Use this flowGet Recipients from Mercury when Automation Order Created in Cardly
Use this flowRequest Money Transfer through Mercury when Automation Order Created in Cardly
Use this flowSend Payment to Recipient via Mercury when Automation Order Created in Cardly
Use this flowGet Payment Approval Requests from Mercury when Automation Order Created in Cardly
Use this flowGet Payment Approval Request by ID from Mercury when Automation Order Created in Cardly
Use this flowGet Users from Mercury when Automation Order Created in Cardly
Use this flowGet Accounts from Mercury when Automation Order Created in Cardly
Use this flowGet Cards from Mercury when Automation Order Created in Cardly
Use this flowCreate Virtual Card in Mercury when Contact Change of Address Notification via Cardly
Use this flowSupported Triggers & Actions
Everything you can automate between Mercury and Cardly.
When this happensTriggers
A trigger is an event that starts a workflow.
Automation Order Cancelled
Get details about an order that was cancelled for one of your contacts and the rule that originally triggered it.
Automation Order Created
Get details about an order that was just created for one of your contacts based on an automation rule being triggered.
Automation Order Sent
Get details about an order that was dispatched for one of your contacts and the rule that originally triggered it.
Contact Change of Address Notification
Feed back details of a change of address notification for one of your contacts back into an external system.
Contact Undeliverable as Addressed Notification
Feed back details of an undeliverable mail notification for one of your contacts back into an external system.
Gift Card Redeemed
Get notified that a gift in one of your cards was redeemed, along with the details of who the card was sent to.
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 Cardly
Cardly helps businesses create great engagement with customers by getting out of inboxes and into mailboxes.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Mercury and Cardly 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 Cardly 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 Cardly. No coding required.
Yes. You can set up a workflow where Mercury triggers actions in Cardly, and a separate workflow where Cardly 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 Cardly. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Mercury and Cardly integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
