Integrate Mercury with Zapier Manager to automate your work

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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

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How Zapier works

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

Select a trigger from Mercury

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

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

Setup an action from Zapier Manager

An action is what takes place after the automation is triggered. For example, with Zapier Manager, the action could be "Create Team Invitation."

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

That’s it! You just connected Mercury to Zapier Manager

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Triggers and actions are the main components of every automated 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

Illustration of AI enhancing Zapier workflows with automation and app integrations.

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.

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.

Connect Mercury and Zapier Manager 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.

Account Balance
Triggers when an account's balance changes.
Trigger
Scheduled
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Failed Transaction
Triggers when a transaction fails.
Trigger
Scheduled
Try It
Settled Transaction
Triggers when a transaction settles.
Trigger
Scheduled
Try It
- Category
Trigger
Scheduled
Try It
- Account
Trigger
Scheduled
Try It

- Account
- Folder
- Zap
Trigger
Instant
Try It
- Account
Trigger
Scheduled
Try It

- Invitee Email
  Required
- Account
Action
Write
- Name
  Required
Action
Search

Cancelled Transaction
Triggers when a transaction is cancelled.
Trigger
Scheduled
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- Include Credit Accounts?
Trigger
Scheduled
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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
Scheduled
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- Account
Trigger
Scheduled
Try It
- Account
- Folder
Trigger
Scheduled
Try It
- Account
- Usage Threshold (Percent)
- Usage Threshold (Task)
Trigger
Scheduled
Try It
- Account
- Folder
- Zap
Trigger
Instant
Try It
- Desired Zap state
  Required
- Account
- Folder
- Zap
Action
Write
- Account
- Name
  Required
Action
Search

Learn how to automate Mercury on the Zapier blog

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About Mercury

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

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Related categories

Accounting

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