Connect Worksection and Mercury
Integrate Worksection with Mercury to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Virtual Card in Mercury when New Project in Worksection
Get Recipients from Mercury when New Project in Worksection
Request Money Transfer through Mercury when New Project in Worksection
Send Payment to Recipient via Mercury when New Project in Worksection
Get Payment Approval Requests from Mercury when New Project in Worksection
Popular Worksection + Mercury flows
Start from a real workflow other teams are already running.
Choose a trigger
Worksection
When this happens...
New Project
New Project Task
New Comment in Task
Task Completed in Project
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 New Project in Worksection
Use this flowGet Recipients from Mercury when New Project in Worksection
Use this flowRequest Money Transfer through Mercury when New Project in Worksection
Use this flowSend Payment to Recipient via Mercury when New Project in Worksection
Use this flowGet Payment Approval Requests from Mercury when New Project in Worksection
Use this flowGet Payment Approval Request by ID from Mercury when New Project in Worksection
Use this flowGet Users from Mercury when New Project in Worksection
Use this flowGet Accounts from Mercury when New Project in Worksection
Use this flowGet Cards from Mercury when New Project in Worksection
Use this flowCreate Virtual Card in Mercury when New Project Task in Worksection
Use this flowSupported Triggers & Actions
Everything you can automate between Worksection and Mercury.
When this happensTriggers
A trigger is an event that starts a workflow.
New Project
Triggers when a new project is created.
New Project Task
Retrieve tasks created within a recent time window for the selected project.
New Comment in Task
Detects new comments added to a selected task in a project and returns their details.
Task Completed in Project
Return tasks from the selected project that were marked done within the specified recent time period.
Do thisActions
Action is the task that follows automatically within your Worksection integrations.
Create Project
Adds a new project into your account.
List Projects
List projects or search by project name or ID.
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.
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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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 Worksection
Worksection is project management tool. We help to manage projects, teams, communicate effectively, and control tasks online.
Learn moreSimilar apps
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 Worksection 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 Worksection 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 Worksection triggers actions in Mercury, and a separate workflow where Mercury triggers actions in Worksection. 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 Worksection and Mercury. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Worksection 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.
