Connect MyDocSafe and Mercury
Integrate MyDocSafe with Mercury to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Virtual Card in Mercury when Document is Signed in Mydocsafe
Get Recipients from Mercury when Document is Signed in Mydocsafe
Request Money Transfer through Mercury when Document is Signed in Mydocsafe
Send Payment to Recipient via Mercury when Document is Signed in Mydocsafe
Get Payment Approval Requests from Mercury when Document is Signed in Mydocsafe
Popular MyDocSafe + Mercury flows
Start from a real workflow other teams are already running.
Choose a trigger
MyDocSafe
When this happens...
Document is Signed
Form is submitted
Esign is Rejected
Sign Request Sent
Choose an action
Mercury
Automatically do this!
Create Virtual Card
Get Recipients
Request Money Transfer
Send Payment to Recipient
Get Payment Approval Requests
Get Payment Approval Request by ID
Get Users
Get Accounts
Get Cards
Create Virtual Card in Mercury when Document is Signed in Mydocsafe
Use this flowGet Recipients from Mercury when Document is Signed in Mydocsafe
Use this flowRequest Money Transfer through Mercury when Document is Signed in Mydocsafe
Use this flowSend Payment to Recipient via Mercury when Document is Signed in Mydocsafe
Use this flowGet Payment Approval Requests from Mercury when Document is Signed in Mydocsafe
Use this flowGet Payment Approval Request by ID from Mercury when Document is Signed in Mydocsafe
Use this flowGet Users from Mercury when Document is Signed in Mydocsafe
Use this flowGet Accounts from Mercury when Document is Signed in Mydocsafe
Use this flowGet Cards from Mercury when Document is Signed in Mydocsafe
Use this flowCreate Virtual Card in Mercury when Form is submitted in Mydocsafe
Use this flowSupported Triggers & Actions
Everything you can automate between MyDocSafe and Mercury.
When this happensTriggers
A trigger is an event that starts a workflow.
Document is Signed
Triggers when a document is signed by all required parties.
Form is submitted
Triggers when a form is submitted
Esign is Rejected
Triggers when a esign is rejected
Sign Request Sent
Triggers when a document sign request is sent.
Do thisActions
Action is the task that follows automatically within your MyDocSafe integrations.
Create a Folder
Create Folder in a specific parent folder
Create a Portal
Create a Portal in a Portal Group
Create a Portal Group
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.
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 MyDocSafe
MyDocSafe is a secure document management and e-signature platform designed to streamline workflows, enhance compliance, and improve client engagement. It offers features such as secure document storage, electronic signatures, client portals, and automated workflows.
Learn more
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 MyDocSafe and Mercury 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 MyDocSafe and Mercury 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 Mercury. No coding required.
Yes. You can set up a workflow where MyDocSafe triggers actions in Mercury, and a separate workflow where Mercury triggers actions in MyDocSafe. 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 MyDocSafe and Mercury. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire MyDocSafe and Mercury integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
