File and Document Management
ActiveMerge
8 min
activemerge is a web platform for automated document generation, merging data with word, powerpoint, and pdf templates integrating with make com enables users to automate bulk document creation workflows, streamlining processes like contracts, certificates, and reports directly from their data sources this is ai generated content based on official activemerge documentation the content may still contain errors—please verify important information if you have questions on vendor documentation, contact https //activemerge com directly requirements to use the activemerge app in make, you must have an active account and an api key, https //activemerge com connect activemerge and {{product name}} to get started, you must first create a connection between activemerge and {{product name}} , allowing the two services to communicate you can connect using the following method api key api key instructions you need to generate your api key login to your activemerge account navigate to your account dashboard locate the section for api key management or api settings generate a new api key if one does not already exist copy and securely store the generated api key create the connection in {{product name}} https //www make com/en/register , add the activemerge 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 activemerge or follow the on screen instructions to create the connection for detailed information on connecting an application, see docid\ so88fm6pkt0g adkddfzz page activemerge modules after connecting to the activemerge app, you can choose from a list of available modules to build your {{scenario plural lowercase}} generate document create a new document using the specified data as content generate workflow create an automated workflow using the supplied data to streamline your processes make an api call executes a custom api request to the connected service using your authorized credentials 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}} activemerge resources you can have access to more resources related to this app on the following links https //community make com/search?q=activemerge https //activemerge com https //activemerge com/help/api docs/api documentation/ https //www make com/en/integrations/activemerge