Connect Mercury and PDFGate
Integrate Mercury with PDFGate to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Virtual Card in Mercury when Envelope Sent from PDF Gate
Get Recipients from Mercury when Envelope Sent from PDF Gate
Request Money Transfer through Mercury when Envelope Sent from PDF Gate
Send Payment to Recipient via Mercury when Envelope Sent from PDF Gate
Get Payment Approval Requests from Mercury when Envelope Sent from PDF Gate
Popular Mercury + PDFGate 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
PDFGate
Automatically do this!
Upload PDF
Create PDF from URL/HTML
Get Document Details
Delete Document
Flatten PDF
Extract PDF Form Data
Compress PDF
Protect PDF
Add Watermark
Create Envelope
Get Envelope
Send Envelope
Create Virtual Card in Mercury when Envelope Sent from PDF Gate
Use this flowGet Recipients from Mercury when Envelope Sent from PDF Gate
Use this flowRequest Money Transfer through Mercury when Envelope Sent from PDF Gate
Use this flowSend Payment to Recipient via Mercury when Envelope Sent from PDF Gate
Use this flowGet Payment Approval Requests from Mercury when Envelope Sent from PDF Gate
Use this flowGet Payment Approval Request by ID from Mercury when Envelope Sent from PDF Gate
Use this flowGet Users from Mercury when Envelope Sent from PDF Gate
Use this flowGet Accounts from Mercury when Envelope Sent from PDF Gate
Use this flowGet Cards from Mercury when Envelope Sent from PDF Gate
Use this flowCreate Virtual Card in Mercury when Envelope Completed in PDF Gate
Use this flowSupported Triggers & Actions
Everything you can automate between Mercury and PDFGate.
When this happensTriggers
A trigger is an event that starts a workflow.
Envelope Sent
Runs when envelope is sent
Envelope Completed
Envelope is Created
Envelope Document Completed
Runs when envelope document completed
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
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Mercury and PDFGate 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 PDFGate 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 PDFGate. No coding required.
Yes. You can set up a workflow where Mercury triggers actions in PDFGate, and a separate workflow where PDFGate 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 PDFGate. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Mercury and PDFGate integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
