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Choose a Trigger
Choose an Action
How Zapier works
Zapier makes it easy to integrate Mercury Connect with Paths by Zapier - 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."
Setup an action from Paths by Zapier
An action is what takes place after the automation is triggered. For example, with Paths by Zapier, the action could be "Conditionally run...."
That’s it! You just connected Mercury Connect to Paths by Zapier
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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.
triggers, actions, or triggers and actions
- Opportunity TypeRequired
Try ItTriggerInstant- Opportunity TypeRequired
Try ItTriggerInstant- Opportunity TypeRequired
Try ItTriggerInstant- Opportunity TypeRequired
Try ItTriggerInstant
- Opportunity TypeRequired
Try ItTriggerInstant- Opportunity TypeRequired
Try ItTriggerInstant- Opportunity TypeRequired
Try ItTriggerInstant- Virtual Branch
- Title
- EmailRequired
- First NameRequired
- Last Name
- Middle Name
- Salutation
- Gender
- Date of Birth
- Marital Satus
- Home Phone
- Mobile
- Business Phone
- Correspondence Address?
- Residence TypeRequired
- FormatRequired
- Floor Number
- Unit Number
- Building Name
- Street NumberRequired
- Street NameRequired
- Street TypeRequired
- CityRequired
- StateRequired
- PostcodeRequired
- CountryRequired
- Effective From Date
- Effective to Date
- Housing SituationRequired
- 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
ActionWrite
Learn how to automate Paths by Zapier on the Zapier blog
Related categories
Related categories