STEP 1
Select Mercury in workflow
Pick Mercury app in the workflow builder [4] - just one click to select the app.
Mercury Integration
Business banking platform for startup accounts, payments, cards, and invoicing. Connect Mercury financial events to workflows that update records and notify the right teams. Start from Watch Account Cards, then automate actions such as Get a Customer and Get a Recipient.
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Supported triggers and actions for Mercury integration
Triggers can detect changes in Mercury and run actions that can create, search or modify data inside Mercury automatically [3] — exactly how you set them.
- 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.
- 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.
How to integrate Mercury in automation workflow?
3 simple steps to make your Mercury connected with other apps in automation workflows on WEXTL. Up to 10 minutes integration set up.
STEP 2
Connect Mercury
When prompted, authorize access to Mercury in WEXTL once. Mercury credentials are encrypted and never shared with WEXTL. Authorization will be reused in any future API calls [3].
WEXTL wants to integrate with your Mercury account. Approve?
STEP 3
Build a workflow
Build your workflow with Mercury yourself or with WEXTL® AI Builder. Connect Mercury to any available integrations [5], or use HTTP node to go beyond them.
Mercury
How Mercury connects and integrates with WEXTL
Save and approve your credentials once — WEXTL® stores authorization information encrypted and reuses the authentication whenever Mercury app is called in workflows. That allows your finance automations to run without your attention, per defined schedule [7]. Explore documentation [6] for a detailed list of fields that Mercury supports.
The following table illustrates what fields Mercury integration require during authorization flow inside our workflow builder [4].
Video slide demonstrates how Mercury is connected in WEXTL builder [4].
| Field | Type | Help |
|---|---|---|
Client IDRequired | text | The client ID you received from Mercury when you registered the client. Use the following redirect uri, when registering the client: |
Connect Mercury to popular apps on WEXTL
Enter a name of the other app you want to sync with Mercury below. Click on selected app to explore integration options with Mercury. If the app you search for is not available in WEXTL yet, you can use HTTP node [10] instead to integrate it directly.
Example automation with Mercury integration
Select Watch Account Transactions trigger from Mercury - this will be a starting point in your automation. Whenever event happens in Mercury, workflow will start [7] from Watch Account Transactions node.
Search for Create a Transaction, connect it as the next step of integration sequence. You can use filters between Watch Account Transactions and Create a Transaction, so only important data pass from Watch Account Transactions to the next step. WEXTL gives you full control over the process of Mercury automation. All parts of workflow are visible on the canvas [4].
Mercury on WEXTL has 38 modules for building finance automations. Explore Mercury documentation for more.
Video slide demonstrates how Watch Account Transactions and Create a Transaction [6] nodes are used in Mercury workflow.
Frequently asked questions
Common questions about automating Mercury in your workflows.
Mercury has 6 triggers, including "Watch Account Cards", "Watch Account Transactions", and "Watch Accounts", and more. Triggers are start points of the workflow, and automations may start from them.
Integration has 32 actions, including "Get a Customer", "Get a Recipient", and "Get a Transaction", and more. Refer to our Mercury Documentation for detailed inputs and outputs.
No. Most automations are built visually on the canvas by picking triggers, actions, and mapping fields. You can add custom JavaScript with Functions when advanced logic is needed — but our customers do that in rare cases [4].
Yes. Connections are authenticated per account, credentials are encrypted at rest, and you can enforce approvals and team-level access controls on any automation.
The Mercury integration on WEXTL runs directly on its vendor public API — every field name, authentication method, and rate limit is controlled by Mercury official API and covered in documentation [3]. WEXTL handles the request signing and pagination for you.
Absolutely. Where Mercury provides native webhooks, you can use instant triggers to eliminate polling delay. For custom webhooks, WEXTL offers Custom Webhook node, so you can start automation whenever Mercury or any other service sends event to webhook URL.
WEXTL is an AI-first visual canvas. The platform allows you to describe automation in plain text — and AI will wire nodes for Mercury inside the workflow builder [4]. You can also use built-in workflow nodes (AI Agent, Human in the Loop, Condition, Aggregate Results) in pair with Mercury modules to craft complex integration flows with branches, filtering, and conditional logic. There are absolutely no limits of what you can build.
References
List of sources used to gather information about the Mercury integration.
- Mercury integration source code, module specs and credentials implementation.
- Internal Mercury integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official Mercury vendor API documentation — 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.
- WEXTL® Apps Library
- WEXTL® Mercury App Documentation
- WEXTL® Workflow Scheduler
- WEXTL® HTTP node documentation