Connective

Learn how to request access to a custom lender and add, edit, and publish products in Mercury Nexus.

Add and maintain custom lender products in Mercury Nexus

Learn how to register for and access Brokerpedia using your Mercury account details.

Access Brokerpedia through Mercury Nexus

Mercury API FAQs

How to use Credit Ready (Cashdeck)

Managing Mercury API Webhooks

Learn how to create, retrieve, update and delete Opportunities and nested entities using the Mercury API.

Managing Opportunities via the Mercury API

Zapier University 102

Managing assets

Learn how to use Zapier to automate your broker workflows across Connective systems.

Complete Zapier University 101

Managing liabilities

Learn how to create, retrieve, update and delete related parties linked to an Opportunity using the Mercury API.

Managing related parties via the Mercury API

Office 365 Integration FAQs

Send emails and SMS's to applicants listed on an Opportunity

Searching Opportunities and Contacts

Office 365 Outlook Integration

Post to Facebook when a Loan is approved

Search opportunities

Using Lead Capture Forms

Track Opportunity Status changes in Trello

Learn how to search contacts using the Mercury API search endpoint and the searchParams query parameter.

Searching contacts via the Mercury API

Learn how to embed Connective’s HTML calculators on your website and activate them through the Mercury Helpdesk.

Adding HTML calculators to your website

Connective Lead Capture Forms

Popular things to do with Zapier

Creating your own Zap

Nexus Financials Other Income Endpoint

Set up a Contact Us form to capture enquiries in Mercury

Contact Us form

Use pre-built Zap templates to quickly connect Mercury with other apps.

Using Zap templates with Mercury

Nexus Financials Living Expenses Endpoint

Mercury Connect API Swagger 2.0 Update

Learn how to connect Mercury Nexus to Zapier and automate workflows with other apps using your API key.

Getting started with Zapier and Mercury Nexus

About Zapier

Learn how to access your API Key and Token to integrate with Mercury Person and Opportunity data.

API integration with Mercury Nexus

Mercury Connect

Contact us form for website leads

Zapier FAQ's

Getting Started with Mercury API

Sign up for Credit Ready by creating an account with CashDeck

Credit Ready by CashDeck Pricing for Credit Reps and ACL Holders

Contact Us form for Asset Finance leads

How to create a Person record via an API POST payload

How to create an Opportunity record via an API POST payload

Use this guide to search and retrieve existing Person records by email address using a GET request in the Mercury API.

Search for a Person record by email using the Mercury API

Credit Ready (Cashdeck) Support

Connection Lost message in Nexus

This article outlines the SPF and CNAME/DKIM entries required to help prevent emails sent from Nexus being delivered to spam or junk folders

Improving Mercury Nexus Email Deliverability with SPF and DKIM

To connect your EFFI system to Mercury Nexus, you'll need to request IP whitelisting to enable secure data exchange. This guide walks you through the request process, fees, and what…

IP Whitelisting for Mercury Nexus Integration

Integrations & API

Find answers and get help from Intercom Support and Community Experts

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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