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. |
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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 ActiveMerge directly.
Requirements
To use the ActiveMerge app in Make, you must have an active account, create your account on ActiveMerge. For subscription, refer to the ActiveMerge pricing page.
Connect ActiveMerge and Make
To get started, you must first create a connection between ActiveMerge and Make, 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 Make, 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 Make.
Because the UI might have changed, the steps you see on your screen might be different, check the vendor documentation for updates.
Create the connection in Make
Log in in your Make account, add the ActiveMerge module to your scenario, 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 Connect an applicationConnect an application. page.
ActiveMerge modules
After connecting to the ActiveMerge app, you can choose from a list of available modules to build your scenarios.
Templates
You can look for more templates in Make's template gallery, where you'll find thousands of pre-created scenarios.
ActiveMerge resources
You can have access to more resources related to this app on the following links