ActiveMerge

activemerge automates the creation of documents like contracts and invoices by merging data from sources such as excel or crms integrating with make com lets users trigger document generation and automate delivery or storage based on data or workflow events this is ai generated content based on official activemerge documentation the content may contain mistakes please verify important information if you have questions on vendor documentation, contact https //activemerge com/contact/ directly requirements to use the activemerge app in make, you must have an active account, https //activemerge com for subscription, refer to the 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 obtain your api key in your activemerge account create the connection in make obtain your api key in your activemerge account before you create the connection in {{product name}} , you should first obtain your api key in your activemerge account to obtain your api key you will use this value while creating a connection in {{product name}} because the ui might have changed, the steps you see on your screen might be different, https //activemerge com/how hr teams can auto generate employment contracts from a hiring spreadsheet using make and activemerge/ 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 account 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 you provide generate workflow create an automated workflow using the specified input data 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/document merger/ https //www make com/en/integrations/activemerge