Mercury by Maxmel Tech

mercury provides online business banking, payments, expense management, and startup focused financing integrating mercury with make com enables users to automate transaction monitoring, trigger payments, sync financial data, and streamline expense and invoice workflows between mercury and other business tools this is ai generated content based on official mercury documentation the content may still contain errors—please verify important information if you have questions, contact https //support mercury com/hc/en us/articles/31501481890708 contacting our support team directly how to get support on mercury mercury is a community developed application and is subjected to the developer's terms and conditions, which may include applicable fees make does not maintain or support this integration for assistance, please https //f make com/r/reachout?app name=mercury\&app slug=mercury community\&app unique id=mercury ylw6p3 requirements to use the mercury app in make, you must have an active mercury account with the necessary permissions and an api token, https //mercury com app installation to install this app, you need admin, owner, or app developer permissions docid foycaspyp9uykgm7lqpb go to the https //www make com/en/integrations/mercury community/ click the install button follow the on screen instructions to complete the setup connect mercury and {{product name}} to get started, you must first create a connection between mercury and {{product name}} , allowing the two services to communicate you can connect using the following method api token,bearer auth,basic auth,oauth2 api token instructions you need to generate an api token from your account settings log in to your mercury account navigate to the settings page locate the option to generate a new api token if you do not see the option, ensure you have the correct permissions or contact your admin to update your user permissions select the appropriate token type read only, read and write, or custom, based on your requirements generate the api token copy and securely save the generated api token, as you will not be able to view it again after closing the dialog bearer auth instructions you need to generate your api token log into your mercury account go to the settings page generate a new api token save the generated api token securely you will not be able to see it again after closing the dialog basic auth instructions you need to generate an api token from your mercury account settings log in to your mercury account navigate to the settings page locate the section to generate a new api token if you do not see the option to add an api token, ensure your user has the correct permissions or contact an admin to update your permissions generate a new api token with the required permission tier read only, read and write, or custom save the generated api token securely you will not be able to see it again after closing the dialog oauth2 instructions you need to obtain the necessary oauth2 credentials to enable integration log into your mercury account with your credentials navigate to the settings page check for options related to api or integrations with oauth2 if required, initiate the process to register or configure a new integration for oauth2 access specify the required scopes for your integration retrieve the generated credentials, specifically the client id and client secret some community developers require an additional specific api key retrieve the required api key from the community developer's dashboard, generally found under settings/api for more info, please https //f make com/r/reachout?app name=mercury\&app slug=mercury community\&app unique id=mercury ylw6p3 create the connection in {{product name}} https //www make com/en/register , add the mercury module to your {{scenario singular lowercase}} , and click create a connection if you add a module with an instant tag, click create a webhook , then create a connection optional in the connection name field, enter a name for the connection enter the authentication credentials you copied from your mercury account or follow the on screen instructions to create the connection you must also enter any required third party api keys obtained earlier for detailed information on connecting an application, see docid\ so88fm6pkt0g adkddfzz page mercury modules after connecting to the mercury app, you can choose from a list of available modules to build your {{scenario plural lowercase}} cancel an invoice this module allows you to cancel an existing invoice in your system, ensuring that the invoice is marked as void and will no longer be processed or paid create a customer creates a new customer record in the system, allowing you to store and manage their details for future interactions create a recipient creates and adds a new recipient to your list, allowing you to easily manage and send communications to them create a transaction creates and adds a new transaction record to your account, allowing you to track and manage your financial activities more effectively create an invoice creates a detailed invoice for a selected customer, including all relevant billing information delete a customer permanently deletes a customer record from your database, ensuring that all information related to that customer is removed download account statement pdf retrieves and downloads a detailed account statement as a pdf file for the account you select get account cards fetches all cards associated with a specific account, allowing you to view detailed information about each linked card get account statements fetches detailed account statements, allowing you to view transaction histories and balances for your accounts get account transactions fetches a detailed list of all transactions associated with your account, allowing you to review your recent financial activity get accounts fetches a complete list of all your connected accounts, allowing you to view and manage them easily get customers fetches detailed information about every customer in your account get invoice attachments fetches all files or documents that are attached to a specific invoice get invoices fetches a complete list of all invoices from your account, allowing you to view and manage every invoice in one place get recipients fetches a complete list of all recipients from your account, allowing you to view and manage everyone who has been added get transactions retrieves and displays a detailed list of all your transactions, allowing you to view and manage your complete transaction history get treasury accounts fetches detailed information about a specific treasury account, including its current status and key account details get treasury transactions fetches detailed records of treasury transactions, allowing you to view and analyze all financial movements within your treasury account get a customer fetches detailed information about a specific customer from the service using their unique id get a recipient fetches detailed information about a specific recipient from the selected service get a transaction fetches detailed information about a particular transaction that matches the specified criteria get an account fetches detailed information about a specific account using its unique id get an account transaction fetches detailed information about a specific account transaction that matches the criteria you provide get an attachment fetches an attachment from a specific location, allowing you to access and use files stored in your chosen source get an invoice fetches a specific invoice based on the details you provide, allowing you to view all the information related to that particular invoice get an invoice pdf downloads and provides the pdf file for a specific invoice you choose make an api call allows you to make a custom api request to the service using your authorized connection, so you can access features or endpoints not covered by the standard modules send money request initiates a money transfer by sending funds from your account to a specified recipient update a customer updates existing customer details, such as their name, contact information, or other profile data update a recipient updates an existing recipient by modifying their details or adding new information to their profile update a transaction updates the details or additional information attached to a transaction, allowing you to customize or add specific data to your transactions update an invoice updates the details of an existing invoice, allowing you to change information such as amounts, dates, or customer data watch account cards this module activates whenever a new account card is created or when an existing account card is updated, helping you stay informed about any changes or additions to your account cards watch account transactions triggers whenever a new transaction is recorded in your account, allowing you to automatically take action whenever account activity occurs watch accounts this module activates whenever a new account is added or when details of an existing account are modified, helping you stay up to date with the latest changes in your account data watch invoices triggers whenever a brand new invoice is generated in your system, allowing you to automatically kick off workflows in response to each new invoice creation watch transactions triggers whenever a new transaction is recorded, allowing you to take action each time a transaction is added watch treasury accounts this module triggers whenever there are any changes or updates made to your treasury accounts, such as modifications to account details or balances templates you can look for more templates in https //www make com/en/templates , where you'll find thousands of pre created {{scenario plural lowercase}} mercury resources you can have access to more resources related to this app on the following links https //community make com/search?q=mercury https //mercury com https //support mercury com/hc/en us/business https //docs mercury com/changelog/welcome to mercury api https //www make com/en/integrations/mercury community