Connect Mercury and Chatsistant
Integrate Mercury with Chatsistant to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Virtual Card in Mercury when New Chatbot in Chatsistant
Get Recipients from Mercury when New Chatbot in Chatsistant
Request Money Transfer through Mercury when New Chatbot in Chatsistant
Send Payment to Recipient via Mercury when New Chatbot in Chatsistant
Get Payment Approval Requests from Mercury when New Chatbot in Chatsistant
Popular Mercury + Chatsistant 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
Chatsistant
Automatically do this!
Create Chatbot
Delete Chatbot
Update Chatbot
Create Agent
Create QA
Create URL Source
Delete Data-Soruces
Retrain Sources
Update Data Souce
Create Session
Delete Session
Create Message
Delete Message
Update Agent
Create Source Tag
Create Virtual Card in Mercury when New Chatbot in Chatsistant
Use this flowGet Recipients from Mercury when New Chatbot in Chatsistant
Use this flowRequest Money Transfer through Mercury when New Chatbot in Chatsistant
Use this flowSend Payment to Recipient via Mercury when New Chatbot in Chatsistant
Use this flowGet Payment Approval Requests from Mercury when New Chatbot in Chatsistant
Use this flowGet Payment Approval Request by ID from Mercury when New Chatbot in Chatsistant
Use this flowGet Users from Mercury when New Chatbot in Chatsistant
Use this flowGet Accounts from Mercury when New Chatbot in Chatsistant
Use this flowGet Cards from Mercury when New Chatbot in Chatsistant
Use this flowCreate Virtual Card in Mercury when New Agent in Chatsistant
Use this flowSupported Triggers & Actions
Everything you can automate between Mercury and Chatsistant.
When this happensTriggers
A trigger is an event that starts a workflow.
New Chatbot
Triggered when a new chatbot is created
New Agent
Triggered when a New Agent is created in chatbot.
New Session
Triggered when a New Session is created in chatbot.
New Messages
Triggered when a New Message is created in chatbot.
New Sources
Triggered when a New Source is created in chatbot.
New Sources Tags
Triggered when a Source Tag is created in chatbot.
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 Chatsistant
Chatsistant is a cutting-edge platform designed to enhance team communication and collaboration. It offers a seamless chat experience, enabling teams to connect, share ideas, and work together efficiently. With features like real-time messaging, file sharing, and integration with other productivity tools, Chatsistant is the perfect solution for businesses looking to improve their internal communication.
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Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Mercury and Chatsistant 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 Chatsistant 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 Chatsistant. No coding required.
Yes. You can set up a workflow where Mercury triggers actions in Chatsistant, and a separate workflow where Chatsistant 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 Chatsistant. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Mercury and Chatsistant integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
