STEP 1
Connect Billingo 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.
Billingo and Mercury Integration
Connect Billingo and Mercury to automate finance workflows. Trigger events from one app, run actions in the other and use AI to make smart decisions. Integrate apps in 3 simple steps - no code required.
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Learn about Billingo and Mercury
Detailed info you need to know about Billingo and Mercury integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect Billingo to Mercury
Set up your Billingo and Mercury integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Billingo 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 Billingo and Mercury. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Billingo and Mercury work in WEXTL?
WEXTL exposes actions and triggers for Billingo 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.
Billingo triggersMercury actions
Billingo modules
- Cancel a DocumentCancels a document in the system.
- Cancel a DocumentCancels a document.
- Cancel an InvoiceCancels the details of an invoice.
- Check a Tax NumberRetrieves the API v3 ID for a specified tax number.
- Convert a Currency ValueConverts a currency value from one currency to another.
- Convert Draft to a ReceiptConverts a draft to a receipt.
- Copy a DocumentCopies a document.
- Create a Bank AccountCreates a new bank account.
- Create a Bank AccountCreates a new bank account including comprehensive financial details.
- Create a ClientCreates a new client in the system.
- Create a ClientCreates a new client.
- Create a DocumentCreates a new document.
- Create a DocumentCreates a new document.
- Create a Document BlockCreates a new document block.
- Create a Document from a ProformaCreates a new document from a proforma.
- Create a Document from a ProformaCreates a new document from a proforma.
- Create a Download LinkCreates a download link for a specified file.
- Create a Modification DocumentCreates a modification document for the given document.
- Create a PartnerCreates a new partner in the system.
- Create a PartnerCreates a new partner if one is not found.
- Create a ProductCreates a new product.
- Create a ProductCreates a new product in the system.
- Create a ProductCreates a new product with the provided details.
- Create a ReceiptCreates a new receipt in the system.
- Create a SpendingCreates a new spending.
- Create an InvoiceSaves a new invoice in the system.
- Create an InvoiceCreates a new invoice.
- Delete a Bank AccountDeletes an existing bank account.
- Delete a ClientDeletes a client from the system.
- Delete a ClientDeletes a single client.
- Delete a Document's Payment HistoryDeletes all existing payment history on a document.
- Delete a Payment HistoryDeletes a payment history on a document.
- Delete a ProductDeletes an existing product.
- Delete a ProductDeletes a product from the catalog.
- Delete a ProductDeletes an existing product.
- Delete a SpendingDeletes the spending identified by the given ID in the path.
- Download a DocumentDownloads a document as a PDF.
- Download a DocumentDownloads a PDF of a document.
- Download an Exported FileReturns the exported file.
- Download an InvoiceDownloads an invoice PDF.
- Export a DocumentExports a document from the service.
- Generate an InvoiceGenerates a normal invoice from a proforma invoice.
- Get a Bank AccountRetrieves the details of an existing bank account.
- Get a Bank AccountGets a specific bank account detail from the v2 API.
- Get a ClientRetrieves a single client's details.
- Get a ClientRetrieves a specific client's details using their ID.
- Get a DocumentRetrieves the details of an existing document.
- Get a DocumentRetrieves a single document.
- Get a Document Printable POS PDF FileReturns a printable POS PDF file of a particular document.
- Get a Document StatusRetrieves the details of an existing document status.
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 Billingo 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 Billingo and Mercury.
Connect your Billingo 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 Billingo's "Watch Bank Accounts" fires, WEXTL can "Cancel an Invoice" in Mercury. Billingo has 12 triggers (including Watch Bank Accounts, Watch Bank Accounts, and Watch Clients); 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. Billingo-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 Billingo (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 Billingo + 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 Billingo and Mercury integration.
- Billingo and Mercury integration source code, module specs and credentials implementation.
- Our Billingo and Mercury integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Billingo 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.
- Billingo integration information
- Mercury integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library