Connect Mercury and Storydoc
Integrate Mercury with Storydoc to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Supported Triggers & Actions
Everything you can automate between Mercury and Storydoc.
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.
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 Storydoc
Storydoc is an AI-native platform for creating interactive business documents and presentations—think pitch decks, proposals, reports, one-pagers, and more. It combines AI-assisted creation with personalization at scale (from live CRM data), deep engagement analytics, collaboration, and centralized brand control. Teams use Storydoc to replace static PDFs with on-brand, trackable experiences that boost conversions and speed up deal cycles.
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Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Mercury and Storydoc 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 Storydoc 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 Storydoc. No coding required.
Yes. You can set up a workflow where Mercury triggers actions in Storydoc, and a separate workflow where Storydoc 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 Storydoc. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Mercury and Storydoc integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
