Connect Mercury with another app

Mercury integration

Connect Mercury with 918+ other apps in FlowMattic. Pick a trigger, add Mercury steps, map the fields from earlier steps and run the workflow on your own server with no per-task fees.

Try FlowMattic free See triggers and actions

7 triggers 14 actions Integration version 1.0.0 Category: Finance & Payments Unlimited workflows and runs

Pair Mercury with another app

See what the two do together: triggers, actions and example workflows.

Triggers and actions for Mercury

A trigger is the Mercury event that starts a workflow. An action is what FlowMattic does in Mercury from a step.

Event	What it does	Type
Transaction Created	Transaction Created	Trigger
Transaction Updated	Transaction Updated	Trigger
Checking Account Balance Updated	Checking Account Balance Updated	Trigger
Savings Account Balance Updated	Savings Account Balance Updated	Trigger
Treasury Account Balance Updated	Treasury Account Balance Updated	Trigger
Credit Account Balance Updated	Credit Account Balance Updated	Trigger
Investment Account Balance Updated	Investment Account Balance Updated	Trigger
List Accounts	Retrieve a list of all accounts in your Mercury organization	Action
Get Account	Retrieve a specific Mercury account by its ID	Action
Get Account Cards	Retrieve all cards associated with a specific Mercury account	Action
Get Account Statements	Retrieve statement information for a specific Mercury account	Action
List Account Transactions	Retrieve transactions for a specific Mercury account	Action
Get Transaction	Retrieve a specific transaction from a Mercury account	Action
List Recipients	Retrieve a list of all recipients in your Mercury organization	Action
Get Recipient	Retrieve a specific recipient by its ID	Action
Add Recipient	Add a new recipient to your Mercury organization	Action
Send Money	Send money from a Mercury account to a recipient	Action
Request Send Money	Create a send money request that requires approval in Mercury	Action
Create Internal Transfer	Transfer money between two Mercury accounts in your organization	Action
Get Treasury Accounts	Retrieve treasury account information from your Mercury organization	Action
Get Credit Accounts	Retrieve credit account information from your Mercury organization	Action

Three steps to a running Mercury workflow

The builder keeps the order you think in: connect the app, choose what starts the workflow, add what should happen.

Connect
Authorise Mercury once
Add a Mercury connection under Connects and reuse it in every workflow. Credentials stay in your WordPress database.
Trigger
Pick what starts it
Start from a Mercury event, or from a WordPress event, a form, a webhook, a schedule or any of the 918+ integrations, then capture a sample so later steps can map real fields.
Act
Add Mercury steps and logic
Chain Mercury actions with Router, Filter, Iterator and Delay, test each step against captured data, then switch the workflow on.

Mercury workflows people build

Each example pairs Mercury with an app it is often used with. Build any of them on the canvas, or start from the workflow library.

Log new transactions to Google Sheets

Mercury to Google Sheets

Send a Slack alert on every transaction

Mercury to Slack

Record transactions in Airtable

Mercury to Airtable

Notify the team of large transactions in Discord

Mercury to Discord

Record transactions in Zoho Books

Mercury to Zoho Books

Alert on balance changes via Telegram

Mercury to Telegram

Create a ClickUp task to review new transactions

Mercury to ClickUp

Email a transaction summary with Gmail

Mercury to Gmail

Browse the workflow library

Connect Mercury with other apps

865 apps have triggers or actions that work with Mercury. The ones used together most often come first.

Showing 24 of 865 apps

About Mercury

FlowMattic integration version 1.0.0

Mercury is a business banking platform offering checking, savings, treasury, and credit accounts. Connect it to FlowMattic to log transactions, track balances, and keep your accounting and team tools in sync.