Connect Xodo Sign and Mercury
Integrate Xodo Sign with Mercury to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Get Recipients from Mercury when Document Is Sent via Xodo Sign
Request Money Transfer through Mercury when Document Is Sent via Xodo Sign
Get Payment Approval Requests from Mercury when Document Is Sent via Xodo Sign
Get Payment Approval Request by ID from Mercury when Document Is Sent via Xodo Sign
Request Money Transfer through Mercury when Document Completed in Xodo Sign
Popular Xodo Sign + Mercury flows
Start from a real workflow other teams are already running.
Choose a trigger
Xodo Sign
When this happens...
Document Is Sent
Document Completed
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
Get Recipients from Mercury when Document Is Sent via Xodo Sign
Use this flowRequest Money Transfer through Mercury when Document Is Sent via Xodo Sign
Use this flowGet Payment Approval Requests from Mercury when Document Is Sent via Xodo Sign
Use this flowGet Payment Approval Request by ID from Mercury when Document Is Sent via Xodo Sign
Use this flowRequest Money Transfer through Mercury when Document Completed in Xodo Sign
Use this flowCreate Virtual Card in Mercury when Document Is Sent via Xodo Sign
Use this flowGet Users from Mercury when Document Is Sent via Xodo Sign
Use this flowGet Payment Approval Requests from Mercury when Document Completed in Xodo Sign
Use this flowSend Payment to Recipient via Mercury when Document Is Sent via Xodo Sign
Use this flowSend Payment to Recipient via Mercury when Document Completed in Xodo Sign
Use this flowSupported Triggers & Actions
Everything you can automate between Xodo Sign and Mercury.
When this happensTriggers
A trigger is an event that starts a workflow.
Document Is Sent
Runs when document is sent
Document Completed
Runs when a document is completed in Xodo Sign.
Do thisActions
Action is the task that follows automatically within your Xodo Sign integrations.
Create Contact
Creates a new contact in Xodo Sign using the provided name, email, company, and phone number.
Get Final Signed Document
Gets the final signed document and provides a download link.
Send Reminder
Sends a reminder to a signer to prompt them to sign a document.
Find and Download Document
Finds and downloads a document, a specific file inside it, or its audit trail from Xodo Sign.
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.
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 Xodo Sign
Xodo Sign by Apryse is an electronic signature software platform that lets you sign, edit and send documents in one place. Xodo Sign helps businesses of every size replace printing, scanning, and mailing with fast, legally binding digital signatures and built-in document editing tools that save time, cut costs, and keep work secure.
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 Xodo Sign 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 Xodo Sign 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 Xodo Sign triggers actions in Mercury, and a separate workflow where Mercury triggers actions in Xodo Sign. 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 Xodo Sign and Mercury. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Xodo Sign 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.
