Mercury automation for cash, payments, and reporting workflows
Sync Mercury transactions to QuickBooks, alert Slack on large transfers, and update spreadsheets for cleaner cash tracking.
Popular Use Cases
Start a workflow in your other tools whenever something new happens in Mercury.
Update records in Mercury automatically when data changes in the apps your team already uses.
Log Mercury activity into a spreadsheet or database so reporting stays current without manual entry.
Popular ways to automate Mercury
Ready-made flows built with Mercury — preview one, then make it yours.
Available Events and Actions
Enable Integrations or automations with these events of Mercury
When this happensTrigger
No trigger available
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.
Real-world use cases of Mercury integrations
See how Mercury integrates with popular apps to automate tasks and streamline your workflow.
Create a Slack alert when Mercury receives a wire deposit for a new client.
Send a QuickBooks entry when Mercury records an outgoing vendor payment.
Add Mercury transaction details to Google Sheets for monthly cash flow reporting.
Sync Mercury account balances to Airtable before finance reviews weekly spending.
Route Mercury card purchases to your CRM for expense review and client billing.
Update your spreadsheet when Mercury flags a failed transfer for follow-up.
How to get started with Mercury automations
Automate when something happens in Mercury
Login -> Create new flow -> Select trigger -> Search Mercury -> Choose the trigger from the list
Take action in Mercury when something happens in an app or you want to add step in flow
Login -> Create new flow -> Select action -> Search Mercury -> Choose the action from the list
Trigger
Action
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Frequently Asked Questions
viaSocket uses Mercury’s API to securely connect your account and run automated workflows. You authorize access once, then build triggers (like new transactions or balance thresholds) and actions (like transfers or reporting) without writing code.
Common automations include paying vendors when invoices clear, importing and reconciling transactions to accounting, moving funds between accounts based on rules, updating CRM records when payments arrive, and sending daily cash reports to stakeholders.
Yes. viaSocket works through Mercury’s API and follows standard security practices (encrypted connections and scoped permissions). You control which actions are allowed and can keep approval steps in the loop for sensitive transfers.
Yes. viaSocket supports AI-enabled automations—use AI to categorize transactions, summarize cash positions, draft approval requests, or surface anomalies. AI can assist, while you keep final approval and controls.
About Mercury
Mercury is an online financial platform that helps startups grow and manage their capital.
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About viaSocket
viaSocket is an AI-powered, workflow automation platform that helps people and businesses connect apps and automate repetitive tasks. With thousands of integrations, anyone can build workflows to move data, cut manual work, and save time. Whether for simple tasks or large-scale processes, viaSocket makes automation easy and helps teams focus on what matters most.
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