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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Account Balance" from Mercury.

Add your action

An action happens after the trigger—such as "Create Team Invitation" in Zapier Manager.

You’re connected!

Zapier seamlessly connects Mercury and Zapier Manager, automating your workflow.

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25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your Mercury to Zapier Manager integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

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Connect Mercury and Zapier Manager 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.

Integration categories

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.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

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

Account Balance
Triggers when an account's balance changes.
Trigger
Polling
Try It
Failed Transaction
Triggers when a transaction fails.
Trigger
Polling
Try It
Settled Transaction
Triggers when a transaction settles.
Trigger
Polling
Try It
- Category
Trigger
Polling
Try It
- Account
Trigger
Polling
Try It
- Account
- Folder
- Zap
Trigger
Instant
Try It
- Account
Trigger
Polling
Try It
- Invitee Email
  Required
- Account
Action
Write
- Name
  Required
Action
Search

Cancelled Transaction
Triggers when a transaction is cancelled.
Trigger
Polling
Try It
- Include Credit Accounts?
Trigger
Polling
Try It
Transaction Update
Triggers when a transaction changes status. This will trigger on any update to a transaction, including revisions to the amount following settlement, such as in the case of tips for service staff.
Trigger
Polling
Try It
- Account
Trigger
Polling
Try It
- Account
- Folder
Trigger
Polling
Try It
- Account
- Usage Threshold (Percent)
- Usage Threshold (Task)
Trigger
Polling
Try It
- Account
- Folder
- Zap
Trigger
Instant
Try It
- Desired Zap state
  Required
- Account
- Folder
- Zap
Action
Write
- Account
- Name
  Required
Action
Search

About Mercury

Mercury is an online financial platform that helps startups grow and manage their capital.

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About Zapier Manager

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