Connect Kit to Mercury

Both apps 31Kit 14Mercury 17

• Trigger
  New Form Subscriber

  Triggers when a subscription occurs on a specific form.

• Trigger
  New Purchase

  Triggers when a new purchase is added to your account.

• Trigger
  New Sequence Subscriber

  Triggers when a subscriber is added to a sequence.

• Trigger
  New Subscriber

  Triggers when a new subscriber is confirmed within your account (has completed any applicable double opt-ins).

• Trigger
  New Unsubscribe

  Triggers when a subscriber unsubscribes from your emails.

• Trigger
  Subscriber Added to Tag

  Triggers when a specific tag is added to a subscriber.

• Trigger
  Tag Removed From Subscriber

  Triggers when a specific tag is removed from a subscriber.

• Action
  Add Subscriber to Form

  Subscribe someone to a specific form.

• Action
  Add Tag to Subscriber

  Add a subscriber to a specific tag.

• Action
  Create or Update Subscriber

  Creates a Kit subscriber, or updates the first name and custom fields of an existing subscriber with the same email address. Returns the subscriber.

• Action
  Find Subscriber

  Finds an existing confirmed subscriber by email.

• Action
  Get Subscriber

  Returns one Kit subscriber by ID, with their name, email address, state and custom field values.

• Action
  List Tags for Subscriber

  Lists the tags on a Kit subscriber, with each tag's ID, name and the date it was applied.

• Action
  Remove Tag From Subscriber

  Remove a specific tag from a subscriber if they have it.

• Action
  Add customer

  Creates a new Accounts Receivable customer in Mercury that you can invoice.

• Action
  Add internal transfer

  Transfers funds between two Mercury accounts in the same organization and returns the paired debit and credit transactions.

• Action
  Add recipient

  Creates a new payment recipient in Mercury, with optional ACH, wire, real-time payment or check details.

• Action
  Get invoice

  Returns the details of a Mercury invoice, including its customer, amount, status, dates and line items.

• Action
  Get organization

  Returns your Mercury organization's details, including legal business name, EIN, DBAs and subscription tier.

• Action
  Get recipient

  Returns the details of a Mercury payment recipient, including name, emails, default payment method and routing information.

• Action
  Get transaction

  Returns a single Mercury transaction by its ID, including amount, status, counterparty, attachments and related transactions.

• Action
  List accounts

  Returns all Mercury bank accounts in your organization, including balances, account and routing numbers, and status.

• Action
  List account statements

  Returns the monthly statements for a Mercury checking or savings account, optionally limited to a date range.

• Action
  List categories

  Returns the organization's custom expense categories used to classify transactions.

• Action
  List customers

  Returns the accounts receivable customers on your Mercury account (up to 1000).

• Action
  List invoices

  Returns the accounts receivable invoices in your Mercury organization, up to 1,000 at a time.

• Action
  List recipients

  Returns the payment recipients saved in your Mercury account (up to 1000).

• Action
  List transactions

  Returns transactions across all Mercury accounts, optionally filtered by date, status, account, card, category or search text.

• Action
  Send money

  Sends money from a Mercury account to a saved recipient by ACH, check, domestic wire or real-time payment. Returns the created transaction.

• Action
  Update recipient

  Updates an existing payment recipient's name, contact details and payment routing information.

• Action
  Update transaction

  Updates the note and/or category of an existing Mercury transaction.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.