STEP 1
Connect Bill 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.
Bill and Mercury Integration
Build finance workflows between Bill and Mercury on a visual canvas — set up data fields sync between apps once and let data flow when events come automatically. Integration will work without code and your team will see the workflow inside WEXTL® builder.
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Learn about Bill and Mercury
Detailed info you need to know about Bill and Mercury integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect Bill to Mercury
Set up your Bill and Mercury integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Bill 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 Bill and Mercury. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Bill and Mercury work in WEXTL?
WEXTL exposes actions and triggers for Bill 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.
Bill triggersMercury actions
Bill modules
- Cancel a PaymentCancels a payment using its unique ID.
- Create a BillCreates a new bill for a vendor.
- Create a CustomerCreates a new customer in the system.
- Create a PaymentCreates a payment in the system.
- Create a VendorCreates a new vendor.
- Create an InvoiceCreates an invoice for a customer.
- Get a BillRetrieves a bill by its ID.
- Get a CustomerRetrieves a customer's details from the service.
- Get a PaymentRetrieves a payment from the service.
- Get a VendorRetrieves a vendor's details.
- Get an InvoiceRetrieves an invoice from the system.
- List Bill DocumentsRetrieves all bill documents from the service.
- List BillsRetrieves a list of all bills.
- List CustomersLists all customers.
- List InvoicesLists all invoices.
- List PaymentsLists all payments.
- List UsersLists all users.
- Make an API CallPerforms an arbitrary authorized API call.
- Update a CustomerUpdates a customer's information in the system.
- Update a VendorUpdates a vendor's information in the system.
- Update an InvoiceUpdates an invoice with new information.
- Upload a Bill DocumentUploads a bill document to the specified location.
- Watch BillsTriggers when a new bill is created.
- Watch CustomersTriggers when a new customer is created.
- Watch InvoicesTriggers when a new invoice is created.
- Watch PaymentsTriggers when a new payment is made.
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 Bill 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 Bill and Mercury.
Connect your Bill 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 Bill's "Watch Bills" fires, WEXTL can "Cancel an Invoice" in Mercury. Bill has 4 triggers (including Watch Bills, Watch Customers, and Watch Invoices); 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. Bill-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 Bill (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 Bill + 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 Bill and Mercury integration.
- Bill and Mercury integration source code, module specs and credentials implementation.
- Our Bill and Mercury integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Bill 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.
- Bill integration information
- Mercury integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library