What actions can I run in Mercury?

32 actions are available, including "Get Account Cards", "Get Accounts", and "Get Account Statements", and more. Run them from any trigger in your automation stack — map fields once and they execute automatically.

Do I need to write code to automate this?

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 it is never required.

Is the integration secure?

Yes. Connections are authenticated per account, credentials are encrypted at rest, and you can enforce approvals and team-level access controls on any automation.

Mercury Integrations

Business banking platform for startup accounts, payments, cards, and invoicing. When Mercury posts a transaction, update records or alert finance automatically.

Explore Documentation

GDPR
Data Encryption
2FA
Local Data Region

Watch Account CardsTriggers when account cards are updated or created.
Watch AccountsTriggers when a new account is created or an existing account is updated.
Watch Account TransactionsTriggers when there is a new transaction in an account.
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 Account CardsRetrieves cards linked to an account.
Get AccountsRetrieves all accounts.
Get Account StatementsRetrieves account statements.
Get Account TransactionsRetrieves account transactions.
Get a CustomerRetrieves a customer from the service by their unique ID.
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 a RecipientRetrieves a recipient from the specified service.
Get a TransactionRetrieves a specific transaction based on the given criteria.
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.
Cancel an InvoiceCancels an invoice in the system.
Create a CustomerAdds a customer to the system.
Create an InvoiceGenerates an invoice for a specified customer.
Create a RecipientAdds a new recipient.
Create a TransactionAdds a new transaction.
Delete a CustomerRemoves a customer from the database.
Download Account Statement PDFDownloads an account statement in PDF format for a specified account.
Make an API CallPerforms an arbitrary authorized API call.
Send Money RequestRequests a money transfer.
Update a CustomerModifies customer information.
Update an InvoiceModifies an invoice.
Update a RecipientUpdates a recipient with new details or information.
Update a TransactionModifies transaction metadata.

When to use Mercury

Common scenarios where Mercury automation saves time and reduces manual work.

React to "Watch Account Cards" in Mercury in real time: route the event into CRM, chat, ticketing, or any connected service.
Use "Get Accounts" as an automated action in Mercury so records stay consistent whenever something changes elsewhere in your stack.
Layer "Watch Account Transactions" from Mercury with filters, transforms, and AI steps to build automations that match your exact business logic.

How to connect

Sign in and approve access — your password is never shared with WEXTL®, and you can revoke access from the provider at any time.

Full API documentation

You’ll be redirected to sign in and approve access — your password is never shared with WEXTL.

Connecting Mercury to WEXTL®

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: `the Callback URL shown in this connection form`. See for more.

Use in workflow automation

Start from Mercury’s Watch Account Transactions trigger and the run begins the moment there’s something new — no cron job to babysit, no one remembering to check.

Add Create a Transaction as the next step, then branch, filter or hand off to the rest of your stack. The whole path stays on one canvas your team can read.

This integration brings 38 ready-made steps for finance work, and every run records what went in and what came back.

Mercury workflow on the canvas: Watch Account Transactions then Create a Transaction

Frequently asked questions

Common questions about automating Mercury in your workflows.

Mercury has 6 triggers, including "Watch Account Cards", "Watch Accounts", and "Watch Account Transactions", and more. Use them to start workflows the moment Mercury events fire — no polling required.

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: the Callback URL shown in this connection form. See for more.

Use in workflow automation

Start from Mercury’s Watch Account Transactions trigger and the run begins the moment there’s something new — no cron job to babysit, no one remembering to check.

Add Create a Transaction as the next step, then branch, filter or hand off to the rest of your stack. The whole path stays on one canvas your team can read.

This integration brings 38 ready-made steps for finance work, and every run records what went in and what came back.

Mercury Integrations

When to use Mercury

How to connect

Use in workflow automation

Frequently asked questions

Mercury Integrations

When to use Mercury

How to connect

Connect Mercury to any app in workflows

Use in workflow automation

Frequently asked questions

Connect Mercury to any app in workflows

Connect Mercury to any app in workflows

Connect Mercury to any app in workflows

Mercury Integrations

Mercury triggers and actions

When to use Mercury

How to connect

Use in workflow automation

Frequently asked questions

What triggers does Mercury support?

What actions can I run in Mercury?

Do I need to write code to automate this?

Is the integration secure?

Mercury Integrations

Mercury triggers and actions

When to use Mercury

How to connect

Connect Mercury to any app in workflows

Use in workflow automation

Frequently asked questions

What triggers does Mercury support?

What actions can I run in Mercury?

Do I need to write code to automate this?

Is the integration secure?

Connect Mercury to any app in workflows

Connect Mercury to any app in workflows

Connect Mercury to any app in workflows