Connect Mercury and Zoho Sign
Integrate Mercury with Zoho Sign to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Virtual Card in Mercury when When a document is sent for signature or approval in Zoho Sign
Get Recipients from Mercury when When a document is sent for signature or approval in Zoho Sign
Request Money Transfer through Mercury when When a document is sent for signature or approval in Zoho Sign
Send Payment to Recipient via Mercury when When a document is sent for signature or approval in Zoho Sign
Get Payment Approval Requests from Mercury when When a document is sent for signature or approval in Zoho Sign
Popular Mercury + Zoho Sign 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
Zoho Sign
Automatically do this!
Get Document Details
Get Document Form Data
List All Templates
Create Document for Signing
Create Virtual Card in Mercury when When a document is sent for signature or approval in Zoho Sign
Use this flowGet Recipients from Mercury when When a document is sent for signature or approval in Zoho Sign
Use this flowRequest Money Transfer through Mercury when When a document is sent for signature or approval in Zoho Sign
Use this flowSend Payment to Recipient via Mercury when When a document is sent for signature or approval in Zoho Sign
Use this flowGet Payment Approval Requests from Mercury when When a document is sent for signature or approval in Zoho Sign
Use this flowGet Payment Approval Request by ID from Mercury when When a document is sent for signature or approval in Zoho Sign
Use this flowGet Users from Mercury when When a document is sent for signature or approval in Zoho Sign
Use this flowGet Accounts from Mercury when When a document is sent for signature or approval in Zoho Sign
Use this flowGet Cards from Mercury when When a document is sent for signature or approval in Zoho Sign
Use this flowCreate Virtual Card in Mercury when When a document is fully signed and approved by all recipients in Zoho Sign
Use this flowSupported Triggers & Actions
Everything you can automate between Mercury and Zoho Sign.
When this happensTriggers
A trigger is an event that starts a workflow.
When a document is sent for signature or approval
Runs the workflow automatically whenever a document is sent for signature or approval.
When a document is fully signed and approved by all recipients
Runs the workflow automatically whenever a document is fully signed and approved by all recipients.
When a document sent for signature or approval expires
Runs the workflow automatically whenever any document sent for signature or approval expires.
When a document sent for signature or approval is recalled
Runs the workflow automatically when a document that was sent for signature or approval is recalled by the sender.
When a recipient views a document
Runs the workflow automatically whenever any recipient views a document.
When a recipient signs a document
Runs the workflow automatically whenever any recipient signs a document.
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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About Mercury
Mercury is an online financial platform that helps startups grow and manage their capital.
Learn moreSimilar apps
About Zoho Sign
Zoho Sign is a digital signature app for business signatories. It helps you securely sign, send, and manage documents online, streamlining your workflow and ensuring compliance with legal standards.
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Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Mercury and Zoho Sign 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 Zoho Sign 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 Zoho Sign. No coding required.
Yes. You can set up a workflow where Mercury triggers actions in Zoho Sign, and a separate workflow where Zoho Sign 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 Zoho Sign. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Mercury and Zoho Sign integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
