Connect Mercury and Float
Integrate Mercury with Float to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Get Payment Approval Request by ID from Mercury when Project Task Created in Float
Get Users from Mercury when Updated Milestone in Float
Get Accounts from Mercury when Updated Milestone in Float
Get Users from Mercury when New Person created in Float
Send Payment to Recipient via Mercury when New Phase in Float
Popular Mercury + Float 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
Float
Automatically do this!
Create or Update Client
List All Clients
List All Department
List All Milestones
List All Person
List all Phases
List All Project Task
List All Project
Create Time Entry
Create or Upadate Department
Create Milestone
Create Person
Create Phase
Create Task
Create Time Off
Create Allocation
Update Phase
Update Milestone
Update Person
Find Person
Update Task
Update Allocation
Update Time Entry
Find Project
Find Allocation
Create Project
Update Project
Get Payment Approval Request by ID from Mercury when Project Task Created in Float
Use this flowGet Users from Mercury when Updated Milestone in Float
Use this flowGet Accounts from Mercury when Updated Milestone in Float
Use this flowGet Users from Mercury when New Person created in Float
Use this flowSend Payment to Recipient via Mercury when New Phase in Float
Use this flowSend Payment to Recipient via Mercury when New Milestone in Float
Use this flowSend Payment to Recipient via Mercury when Project Task Updated in Float
Use this flowGet Payment Approval Requests from Mercury when Updated Phase in Float
Use this flowSend Payment to Recipient via Mercury when Project Task Created in Float
Use this flowRequest Money Transfer through Mercury when Updated Project in Float
Use this flowSupported Triggers & Actions
Everything you can automate between Mercury and Float.
When this happensTriggers
A trigger is an event that starts a workflow.
New Milestone
Triggers when a new milestone is created.
New Person created
Runs when new person is created.
New Phase
Triggers when a new phase is created.
New Project Created
Triggers when a new project is created.
Project Task Created
Triggers when a new project task is created.
Project Task Updated
Triggers when a project task is modified.
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 Float
Float is the fast and friendly resource scheduling app. Keep track of who's working on what and when.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Mercury and Float 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 Float 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 Float. No coding required.
Yes. You can set up a workflow where Mercury triggers actions in Float, and a separate workflow where Float 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 Float. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Mercury and Float integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
