STEP 1
Connect Capium 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.
Capium and Mercury Integration
Keep Capium and Mercury in sync by integrating their events and actions. When finance events happen in Capium, update the Mercury automatically - without any line of code in visual workflow builder.
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Learn about Capium and Mercury
Detailed info you need to know about Capium and Mercury integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect Capium to Mercury
Set up your Capium and Mercury integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Capium 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 Capium and Mercury. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Capium and Mercury work in WEXTL?
WEXTL exposes actions and triggers for Capium 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.
Capium triggersMercury actions
Capium modules
- Create a CommunicationCreates a new communication thread with another user in the account.
- Create a ContactCreates a new contact record associated with a company.
- Create a PaymentRecords a new payment against a company account.
- Create a ReceiptCreates a new receipt record for a company.
- Create a TicketCreates a new support ticket in the company's help desk.
- Create an ExpenseCreates a new expense entry for a company.
- Create an InvoiceCreates a new invoice for a company.
- Create an ItemAdds a new billable item to a company's item catalogue.
- Delete a ContactPermanently deletes a contact record from a company.
- Delete a User PictureRemoves the profile picture for a specified user.
- Delete an ExpensePermanently deletes an expense record by its ID.
- Delete an InvoicePermanently deletes an invoice by its ID.
- Delete an ItemPermanently removes an item from a company's item catalogue.
- Get a CommunicationRetrieves a single communication thread by its ID.
- Get a CompanyRetrieves the details of a company by its ID.
- Get a ContactRetrieves the details of a single contact by its ID.
- Get a PaymentRetrieves the details of a single payment record by its ID.
- Get a ReceiptRetrieves a single receipt record by its ID.
- Get a TicketRetrieves the details of a support ticket by its ID.
- Get an ExpenseRetrieves the details of a single expense record by its ID.
- Get an InvoiceRetrieves the details of an invoice by its ID.
- Get an ItemRetrieves the details of a single item from a company's catalogue.
- Get UserRetrieves the profile of the currently authenticated user.
- Get User CompanyRetrieves the company the currently authenticated user is associated with.
- List Communication UsersReturns all users the current user is permitted to start a communication with.
- List CommunicationsReturns a paginated list of communication threads for the current user.
- List CompaniesReturns a paginated list of companies accessible to the authenticated user.
- List Company UsersReturns all users belonging to a specified company.
- List ContactsReturns a paginated list of contacts for a company.
- List ExpensesReturns a paginated list of expense records for a company.
- List InvoicesReturns a paginated list of invoices for a company.
- List ItemsReturns a paginated list of items in a company's catalogue.
- List PaymentsReturns a paginated list of payment records for a company.
- List ReceiptsReturns a paginated list of receipt records for a company.
- List TicketsReturns a paginated list of support tickets for a company.
- List UsersReturns a paginated list of users accessible to the authenticated account.
- Make an API CallPerforms an arbitrary authorized API request to the Capium API.
- Recover User PasswordSends a password recovery email to the specified user account.
- Reply to a CommunicationPosts a reply to an existing communication thread.
- Reply to a TicketPosts a reply to an existing support ticket.
- Send InvoicesSends one or more invoices to their respective customers via email.
- Update a ContactUpdates the details of an existing contact record.
- Update a UserUpdates the profile details of a specified user.
- Update an ExpenseUpdates the details of an existing expense record.
- Update an InvoiceUpdates the details of an existing invoice.
- Update an ItemUpdates the details of an existing item in a company's catalogue.
- Watch CommunicationsTriggers when a new communication thread is created.
- Watch ContactsTriggers when a new contact is created or an existing one is updated.
- Watch ExpensesTriggers when a new expense record is created or an existing one is updated.
- Watch InvoicesTriggers when a new invoice is created or an existing one is updated.
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 Capium 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 Capium and Mercury.
Connect your Capium 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 Capium's "Watch Communications" fires, WEXTL can "Cancel an Invoice" in Mercury. Capium has 9 triggers (including Watch Communications, Watch Contacts, and Watch Expenses); 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. Capium-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 Capium (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 Capium + 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 Capium and Mercury integration.
- Capium and Mercury integration source code, module specs and credentials implementation.
- Our Capium and Mercury integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Capium 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.
- Capium integration information
- Mercury integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library