Connect Mercury Connect to FYI and automate any workflow

Start with Google for free

1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate Mercury Connect with FYI - no code necessary. See how you can get setup in minutes.

Select a trigger from Mercury Connect

A trigger is an event that starts your Zap and runs the workflow. For example, with Mercury Connect, a trigger could be "Deleted Opportunity."

A trigger is the event that kicks off your automated workflow.

Setup an action from FYI

An action is what takes place after the automation is triggered. For example, with FYI, the action could be "Create or Update Client."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Mercury Connect to FYI

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

Triggers and actions are the main components of every automated workflow.

Connect Mercury Connect and FYI to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Connect Mercury Connect and FYI to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here

Choose an Action

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Opportunity Type
  Required
Trigger
Instant
Try It
- Opportunity Type
  Required
Trigger
Instant
Try It
- Opportunity Type
  Required
Trigger
Instant
Try It
- Opportunity Type
  Required
Trigger
Instant
Try It
- Person Id
  Required
- Title
- Email
  Required
- First Name
  Required
- Last Name
- Middle Name
- Salutation
- Gender
- Date of Birth
- Marital Satus
- Home Phone
- Mobile
- Business Phone
- Correspondence Address?
- Residence Type
  Required
- Format
  Required
- Floor Number
- Unit Number
- Building Name
- Street Number
  Required
- Street Name
  Required
- Street Type
  Required
- City
  Required
- State
  Required
- Postcode
  Required
- Country
  Required
- Effective From Date
- Effective to Date
- Housing Situation
  Required
- Permanent Australian Resident
- Status
- Country of Residence
- Employer Company
- Occupation
- Job Title
- Employment Status
- Employment Commenced
- Annual Income
- Drivers Licence Number
- Drivers Licence Expiry
- Drivers Licence State
- Categories
- No Email Marketing
- Mark as Private
- Email Bounced
- Add to DMH
- Relationship Manager
- Type
- Amount
- Frequency
- Commenced
- Comments
- Type
- Repayment
- Frequency
- Balance
- Credit Limit
- Comments
- Note Pad
Action
Write

- Person Id
  Required
- Relationship
  Required
- Opportunity Id
  Required
Action
Write
- Name
- Email Address
Action
Search

- Name
- Email Address
- Virtual Branch
- Title
- Email
  Required
- First Name
  Required
- Last Name
- Middle Name
- Salutation
- Gender
- Date of Birth
- Marital Satus
- Home Phone
- Mobile
- Business Phone
- Correspondence Address?
- Residence Type
  Required
- Format
  Required
- Floor Number
- Unit Number
- Building Name
- Street Number
  Required
- Street Name
  Required
- Street Type
  Required
- City
  Required
- State
  Required
- Postcode
  Required
- Country
  Required
- Effective From Date
- Effective to Date
- Housing Situation
  Required
- Permanent Australian Resident
- Status
- Country of Residence
- Employer Company
- Occupation
- Job Title
- Employment Status
- Employment Commenced
- Annual Income
- Drivers Licence Number
- Drivers Licence Expiry
- Drivers Licence State
- Categories
- No Email Marketing
- Mark as Private
- Email Bounced
- Relationship Manager
- Type
- Amount
- Frequency
- Commenced
- Comments
- Type
- Repayment
- Frequency
- Balance
- Credit Limit
- Comments
- Note Pad
Action
Search or write
- Name
- Virtual Branch
- Name
  Required
- Advisor
- Admin
- Supervisor
- Current Status
- Lead Source
- Internal Reference
- Opportunity Type
- Lender
- Expense Amount
  Required
- Existing Amount
- Security Value
- Lmi
- Brokerage
- Doc Fee
- Origination Fee
- Status Notes
- Transaction Type
- Lender Reference
- Apply Online Id
- Finance Date
- Deposit Due Date
- Settlement Date
- Settlement Date Confirmed?
- Interest Only Expiry Date
- Fixed/Intro Rate Expiry
- Notepad Text
- Categories
- Primary Applicant Id
- Second Applicant Id
- Second Applicant Relationship
- Third Applicant Id
- Third Applicant Relationship
- Residence Type
  Required
- Security
- Asset Value
  Required
- Type
- Expense Balance
  Required
- Limit
Action
Search or write
- Asset Name
  Required
- Client Email
- User Email
- Client Code
- Export Code
- XPM ID
- File
  Required
Action
Write
- Asset Name
  Required
- Create client if it doesn’t exist yet
  Required
- Client Email
- Client Name
- Export Code
- Partner Email
- Manager Email
- Start Date
- Due Date
Action
Write
- Asset Name
  Required
- Asset Details
- Source
- Client Email
- User Email
- Client Code
- Export Code
- XPM ID
Action
Write

- Opportunity Type
  Required
Trigger
Instant
Try It
- Opportunity Type
  Required
Trigger
Instant
Try It
- Opportunity Type
  Required
Trigger
Instant
Try It
- Virtual Branch
- Title
- Email
  Required
- First Name
  Required
- Last Name
- Middle Name
- Salutation
- Gender
- Date of Birth
- Marital Satus
- Home Phone
- Mobile
- Business Phone
- Correspondence Address?
- Residence Type
  Required
- Format
  Required
- Floor Number
- Unit Number
- Building Name
- Street Number
  Required
- Street Name
  Required
- Street Type
  Required
- City
  Required
- State
  Required
- Postcode
  Required
- Country
  Required
- Effective From Date
- Effective to Date
- Housing Situation
  Required
- Permanent Australian Resident
- Status
- Country of Residence
- Employer Company
- Occupation
- Job Title
- Employment Status
- Employment Commenced
- Annual Income
- Drivers Licence Number
- Drivers Licence Expiry
- Drivers Licence State
- Categories
- No Email Marketing
- Mark as Private
- Email Bounced
- Relationship Manager
- Type
- Amount
- Frequency
- Commenced
- Comments
- Type
- Repayment
- Frequency
- Balance
- Credit Limit
- Comments
- Note Pad
Action
Write
- Virtual Branch
- Name
  Required
- Advisor
- Admin
- Supervisor
- Current Status
- Lead Source
- Internal Reference
- Opportunity Type
- Lender
- Expense Amount
  Required
- Existing Amount
- Security Value
- Lmi
- Brokerage
- Doc Fee
- Origination Fee
- Status Notes
- Transaction Type
- Lender Reference
- Apply Online Id
- Finance Date
- Deposit Due Date
- Settlement Date
- Settlement Date Confirmed?
- Interest Only Expiry Date
- Fixed/Intro Rate Expiry
- Notepad Text
- Categories
- Primary Applicant Id
- Second Applicant Id
- Second Applicant Relationship
- Third Applicant Id
- Third Applicant Relationship
- Residence Type
  Required
- Security
- Asset Value
  Required
- Type
- Expense Balance
  Required
- Limit
Action
Write
- Opportunity Id
  Required
- Name
  Required
- Advisor
- Admin
- Supervisor
- Current Status
- Lead Source
- Internal Reference
- Opportunity Type
- Lender
- Expense Amount
  Required
- Existing Amount
- Security Value
- Lmi
- Brokerage
- Origination Fee
- Doc Fee
- Status Notes
- Transaction Type
- Lender Reference
- Apply Online Id
- Finance Date
- Deposit Due Date
- Settlement Date
- Settlement Date Confirmed?
- Interest Only Expiry Date
- Fixed/Intro Rate Expiry
- Notepad Text
- Categories
- Primary Applicant Id
- Second Applicant Id
- Second Applicant Relationship
- Third Applicant Id
- Third Applicant Relationship
- Residence Type
  Required
- Security
- Asset Value
  Required
- Type
- Expense Balance
  Required
- Limit
Action
Write
- Name
Action
Search
- Name
- Email Address
- Virtual Branch
- Title
- Email
  Required
- First Name
  Required
- Last Name
- Middle Name
- Salutation
- Gender
- Date of Birth
- Marital Satus
- Home Phone
- Mobile
- Business Phone
- Correspondence Address?
- Residence Type
  Required
- Format
  Required
- Floor Number
- Unit Number
- Building Name
- Street Number
  Required
- Street Name
  Required
- Street Type
  Required
- City
  Required
- State
  Required
- Postcode
  Required
- Country
  Required
- Effective From Date
- Effective to Date
- Housing Situation
  Required
- Permanent Australian Resident
- Status
- Country of Residence
- Employer Company
- Occupation
- Job Title
- Employment Status
- Employment Commenced
- Annual Income
- Drivers Licence Number
- Drivers Licence Expiry
- Drivers Licence State
- Categories
- No Email Marketing
- Mark as Private
- Email Bounced
- Relationship Manager
- Type
- Amount
- Frequency
- Commenced
- Comments
- Type
- Repayment
- Frequency
- Balance
- Credit Limit
- Comments
- Note Pad
Action
Search or write
- Asset Name
  Required
- Email
  Required
- Create client if it doesn’t exist yet
  Required
- Export to xero if connected
  Required
- Export Code
- Group Name
- Phone Number
- Mobile
- Partner Email
- Manager Email
Action
Write
- Asset Name
  Required
- Create client if it doesn’t exist yet
  Required
Action
Write
- Asset Name
  Required
- Asset Details
- Source
- Client Email
- User Email
- Client Code
- Export Code
- XPM ID
Action
Write
- Subject
  Required
- Start Date
- Due Date
- Create client if it doesn’t exist yet
  Required
- Client Email
- Client Name
- Export Code
- Assignee Email
- Delegator Email
- Message
Action
Write