Integrate Whautomate with Mercury to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Get Recipients from Mercury when New Client in Whautomate
Send Payment to Recipient via Mercury when New Client in Whautomate
Get Payment Approval Requests from Mercury when New Client in Whautomate
Get Accounts from Mercury when New Client in Whautomate
Create Virtual Card in Mercury when New Contact in Whautomate
Start from a real workflow other teams are already running.
Whautomate
When this happens...
New Client
New Contact
New Appointment Scheduled
Appointment Cancelled
Appointment Reschedule
Client Tag Created
Client Tag Removed
New Invoice
Invoice Sent
Invoice Paid
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
Get Recipients from Mercury when New Client in Whautomate
Use this flowSend Payment to Recipient via Mercury when New Client in Whautomate
Use this flowGet Payment Approval Requests from Mercury when New Client in Whautomate
Use this flowGet Accounts from Mercury when New Client in Whautomate
Use this flowCreate Virtual Card in Mercury when New Contact in Whautomate
Use this flowRequest Money Transfer through Mercury when New Contact in Whautomate
Use this flowSend Payment to Recipient via Mercury when New Contact in Whautomate
Use this flowGet Payment Approval Requests from Mercury when New Contact in Whautomate
Use this flowGet Users from Mercury when New Contact in Whautomate
Use this flowCreate Virtual Card in Mercury when New Appointment Scheduled in Whautomate
Use this flowEverything you can automate between Whautomate and Mercury.
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new client is created in whautomate
Triggers when a new contact is created
Triggers when a new appointment is scheduled
Triggers when the appointment is cancelled
Triggers when an existing appointment is reschedule
Triggers when a client is added to a tag
Action is the task that follows automatically within your Whautomate integrations.
Assigns Tag(s) to an existing Client in Whautomate.
Creates a new Client in Whautomate.
Searches Contact based on Name or Phone and Communication Channel in your Whautomate account.
Creates an Appointment in Whautomate.
Assigns Tag(s) to an existing contact in Whautomate.
Searches Client based on Name, Phone, or Email in your Whautomate account.

Follow a simple walkthrough to create, test, and launch your first automation.
Connect your apps
Link the apps you want to automate.
Configure your workflow
Set up triggers, actions, and map your data.
Test & publish
Test your workflow and publish it.
Recognized by leading review platforms and trusted by 10,000+ businesses worldwide.
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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Whautomate is a powerful automation tool designed to streamline communication processes through WhatsApp. It enables businesses to automate their messaging workflows, manage customer interactions, and enhance engagement with personalized responses. With Whautomate, users can efficiently handle customer queries, send bulk messages, and integrate with other business tools for a seamless communication experience.
Learn moreMercury is an online financial platform that helps startups grow and manage their capital.
Learn moreSign up for a free viaSocket account, then authorize both your Whautomate 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 Whautomate 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 Whautomate triggers actions in Mercury, and a separate workflow where Mercury triggers actions in Whautomate. 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 Whautomate and Mercury. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Whautomate 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.