STEP 1
Connect bexio and Mercury
Save credentials in WEXTL once. We store them encrypted and reuse the authorization across every workflow [3]. No coding or API skills required.
bexio and Mercury Integration
Keep bexio and Mercury in sync by integrating their events and actions. When finance events happen in bexio, update the Mercury automatically - without any line of code in visual workflow builder.
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Learn about bexio and Mercury
Detailed info you need to know about bexio and Mercury integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect bexio to Mercury
Set up your bexio and Mercury integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected bexio and Mercury nodes onto the canvas [4], or describe what you want and WEXTL wires the flow together with AI Builder.
STEP 3
Map your data
Choose which fields need to sync between bexio and Mercury. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between bexio and Mercury work in WEXTL?
WEXTL exposes actions and triggers for bexio and Mercury that help you connect apps and automate repetitive tasks [1]. A trigger is an event that happens, an action — a step that performs when the event has occurred.
bexio triggersMercury actions
bexio modules
- Accept a QuotePerforms the a Quote operation.
- Archive a ProjectArchives a Project.
- Cancel a PaymentCancels a Payment.
- Cancel an InvoiceCancels an Invoice.
- Check a Bill Document NumberValidate whether document number is available or not.
- Check an Expense Document NumberValidate whether document number is available or not.
- Copy a QuoteCopies a quote.
- Copy an InvoiceCopies an invoice.
- Create Additional AddressCreates an additional address.
- Create an Item PositionCreates an item position.
- Create BillCreates a bill.
- Create ContactCreates a contact.
- Create Contact GroupCreates a contact group.
- Create Contact RelationCreates a contact relation.
- Create Contacts in BulkBulk create contacts.
- Create Delivery from OrderCreates a delivery from order.
- Create ExpenseCreates an expense.
- Create FileUploads a file.
- Create InvoiceCreates an invoice.
- Create Invoice from OrderCreates an invoice from order.
- Create Invoice from QuoteCreates an invoice from quote.
- Create ItemCreates an item.
- Create Manual EntryCreates a manual entry.
- Create MilestoneCreates a milestone.
- Create NoteCreates a note.
- Create OrderCreates an order.
- Create Order from QuoteCreates an order from quote.
- Create Outgoing PaymentCreates Outgoing Payment.
- Create Payment — InvoicesCreates a payment.
- Create Payment — PaymentsCreates a payment.
- Create ProjectCreates a project.
- Create Purchase OrderCreates a purchase order.
- Create QuoteCreates a quote.
- Create ReminderCreates a reminder.
- Create TaskCreates a task.
- Create TimesheetCreates a timesheet.
- Create Work PackageCreates a work package.
- Decline a QuotePerforms the a Quote operation.
- Delete a Banking PaymentDeletes a payment.
- Delete a ContactDeletes a contact.
- Delete a Contact GroupDeletes a contact group.
- Delete a Contact RelationDeletes a contact relation.
- Delete a Existing FileDeletes a file.
- Delete a Item PositionDeletes a item position.
- Delete a MilestoneDeletes a milestone.
- Delete a NoteDeletes a note.
- Delete a ProjectDeletes a project.
- Delete a Purchase OrderDeletes a purchase order.
- Delete a QuoteDeletes a quote.
- Delete a ReminderDeletes a reminder.
Mercury modules
- Cancel an InvoiceCancels an invoice in the system.
- Create a CustomerAdds a customer to the system.
- Create a RecipientAdds a new recipient.
- Create a TransactionAdds a new transaction.
- Create an InvoiceGenerates an invoice for a specified customer.
- Delete a CustomerRemoves a customer from the database.
- Download Account Statement PDFDownloads an account statement in PDF format for a specified account.
- Get a CustomerRetrieves a customer from the service by their unique ID.
- Get a RecipientRetrieves a recipient from the specified service.
- Get a TransactionRetrieves a specific transaction based on the given criteria.
- Get Account CardsRetrieves cards linked to an account.
- Get Account StatementsRetrieves account statements.
- Get Account TransactionsRetrieves account transactions.
- Get AccountsRetrieves all accounts.
- Get an AccountRetrieves an account by ID.
- Get an Account TransactionRetrieves a single account transaction based on the specified criteria.
- Get an AttachmentRetrieves an attachment from a specified source.
- Get an InvoiceRetrieves an invoice using the specified parameters.
- Get an Invoice PDFRetrieves the PDF of a specified invoice.
- Get CustomersRetrieves information for all customers.
- Get Invoice AttachmentsRetrieves attachments from an invoice.
- Get InvoicesRetrieves all invoices.
- Get RecipientsRetrieves all recipients.
- Get TransactionsRetrieves a list of all transactions.
- Get Treasury AccountsRetrieves treasury account information.
- Get Treasury TransactionsRetrieves treasury transactions.
- Make an API CallPerforms an arbitrary authorized API call.
- Send Money RequestRequests a money transfer.
- Update a CustomerModifies customer information.
- Update a RecipientUpdates a recipient with new details or information.
- Update a TransactionModifies transaction metadata.
- Update an InvoiceModifies an invoice.
- Watch Account CardsTriggers when account cards are updated or created.
- Watch Account TransactionsTriggers when there is a new transaction in an account.
- Watch AccountsTriggers when a new account is created or an existing account is updated.
- Watch InvoicesTriggers when a new invoice is created.
- Watch TransactionsTriggers when a new transaction occurs.
- Watch Treasury AccountsTriggers when there are changes or updates to treasury accounts.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with bexio and Mercury integrations. Pick any from the list below if the current combination isn't the one you need.
Frequently asked questions
Common questions about connecting bexio and Mercury.
Connect your bexio and Mercury accounts once, pick a trigger in one app and an action in the other, then map the fields so data flows automatically between them. [3]
Example: when bexio's "Watch Contact Relations" fires, WEXTL can "Cancel an Invoice" in Mercury. bexio has 7 triggers (including Watch Contact Relations, Watch Contacts, and Watch Deliveries); Mercury has 32 actions (including Cancel an Invoice, Create a Customer, and Create a Recipient). Add filters and transforms between steps when you need them. [1]
Yes — the integration works in both directions. Use each app's triggers to start a workflow and the other app's actions to update it. [2]
No. bexio-to-Mercury automations are built visually on the canvas. You can optionally add custom JavaScript with Functions when you need advanced logic. [4]
Yes. Trigger-based automations start the moment bexio (or Mercury) fires a new event — webhook-backed apps run within seconds, and polling-only apps re-check on a schedule you control. [7]
A first automation typically takes 5–10 minutes: connect each app's credential once, drop a trigger + action onto the canvas, map the fields, and turn the workflow on.
You can build your bexio + Mercury automation on a 3-day trial with every feature unlocked. Cancel anytime. For your protection, a small deposit is charged to your card when your trial starts. It counts toward your first payment and is non-refundable. [8]
References
List of sources used to gather information about the bexio and Mercury integration.
- bexio and Mercury integration source code, module specs and credentials implementation.
- Our bexio and Mercury integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for bexio and Mercury — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
- WEXTL® visual workflow builder, anonymized data from our technical support team.
- bexio integration information
- Mercury integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library