This module allows you to mark a particular contact as ignored. It clears their properties, stops any future synchronization with them, and requires you to provide a reason and a message for ignoring the contact.

Creates a new time-off entry using the details you provide, allowing you to easily track and manage employee absences.

This module skips a particular row identified by the model ID in the URL. When a row is ignored, all its properties are set to null, and it won’t be updated during future synchronizations.

Adds a new contact to your Merge CRM account, allowing you to store and manage details for an individual or business within your CRM system.

Adds a new lead to your Merge CRM account using the details you provide, helping you keep track of potential customers.

Creates a new note in Merge CRM using the details you provide, allowing you to store important information or updates related to your CRM records.

Creates a new Task in Merge CRM using the details you provide. You can also include optional information like the task’s owner, related account, opportunity, due date, and status to better organize your workflow.

Adds a new timesheet record for a specific employee in Merge HRIS, allowing you to track their work hours or activities.

Adds a new account record to your Merge CRM, allowing you to store and manage details for a specific customer or organization.

Creates a new Engagement record in your CRM using the details you provide, allowing you to track and manage interactions with your contacts more effectively.

Adds a new opportunity to Merge CRM using the details you provide, helping you track and manage potential sales or deals more effectively.

Retrieves detailed information about CRM account POSTs, including key metadata related to each POST request.

This module fetches detailed information about which account fields you can update in your connected CRM, including the types of data each field accepts. Use it to find out exactly which fields you’re allowed to modify when making changes to an account with the PATCH /accounts/ operation.

Fetches a list of bank information records associated with your connected account, displaying results in pages and automatically handling pagination using a cursor system.

Retrieves detailed information about a specific bank by using its unique ID and returns it as a BankInfo object.

Fetches detailed information about a specific benefit record from Merge HRIS by using its unique ID.

This module lets you fetch a paginated list of benefit records from your connected HRIS platform. You can easily filter the results by employee, specific date ranges, remote ID, or when the records were created or updated. Plus, you have options to include deleted records, data from remote providers, shell records, and even expand related information for a more detailed view.

This module provides detailed information about CRM contact POSTs, listing all the fields—both required and optional—that you’ll need when adding a new contact to your CRM.

This module fetches a list of company records from the Merge HRIS API, displaying results in pages for easier viewing. You can also narrow down the results by filtering based on when the records were created or updated, whether they've been deleted, and other available criteria.

This module retrieves detailed information about the data fields and structure required when creating a new CRM Contact using a POST request in the Merge API. It helps you understand exactly what information you need to provide when adding a new contact.

Retrieves a list of Dependent records from the HRIS system, allowing you to filter results by specific employees, as well as by when the records were created or updated. You can also choose to include additional remote or sensitive information if needed.

Fetches a list of employer benefit records, allowing you to filter the results and view them in pages for easier browsing.

Provides detailed information needed to create employee records, such as which fields are required, which ones are optional, and any available dropdown or selection options.

Fetches a detailed list of employee records from BambooHR using the Merge HRIS API, allowing you to access key information about your team members.

Retrieves a detailed list of employment records, providing information about each employment object.

Retrieves detailed information about a specific employment record using the provided ID.

Fetches a list of Engagement records from Merge CRM, allowing you to apply filters to narrow down your results. The module also handles pagination automatically, so you can easily access large sets of Engagement data without extra effort.

Retrieves detailed information about engagement posts stored in your CRM, such as post content, author, timestamps, and related interactions.

Fetches detailed information about a specific engagement by using its unique ID.

Retrieves a detailed list of group objects from your connected HRIS system. You can easily filter the results based on when the groups were created or modified, their type, whether they’re used by teams, and their remote ID.

Retrieves detailed information about lead submissions made to the CRM, including metadata such as submission time, source, and other relevant details.

Retrieves a detailed list of CRM lead records from Merge, automatically handling multiple pages of results for you.

Fetches a list of location objects, displaying them in pages so you can easily browse through multiple locations one set at a time.

Fetches a list of note entries from Merge CRM, displaying them in pages so you can easily browse through your notes in manageable sections.

This module retrieves a list of opportunity records from Merge CRM. You can filter the results based on account, owner, stage, status, and specific date ranges. It also supports automatic pagination, ensuring you get all matching opportunities without missing any results.

Provides detailed information about the fields and requirements needed when updating an opportunity using a PATCH request.

Retrieves detailed information about Opportunity records that have been created (POST requests) in Merge CRM, including their associated metadata.

Fetches detailed information about a specific opportunity from Merge CRM using its unique ID.

Retrieves a list of pay group records from Merge HRIS, allowing you to filter results by when they were created or last modified. You can also paginate through large sets of data and choose to include records that have been deleted or come from remote sources.

Retrieves a detailed list of payroll run records from Merge HRIS. You can filter the results by when the payroll was created, started, ended, or last modified, as well as by the type of payroll run. The module also supports pagination, making it easy to browse through large sets of payroll data.

This module retrieves a comprehensive list of stage objects from Merge CRM. You can filter the results by when the stages were created or last modified, include deleted data if needed, and take advantage of automatic pagination to ensure you get all available results.

Retrieves detailed information about task entries that have been added to the CRM, including their associated metadata.

This module retrieves a list of task objects from Merge CRM. You can filter the tasks by when they were created or last modified, include deleted records, expand related data for more details, and automatically fetch all available results with auto-pagination.

This module retrieves a list of Time Off records from Merge HRIS. You can filter the results by employee, approver, date range, status, and request type. It also supports pagination, making it easy to navigate through large sets of time off requests.

Retrieves a detailed list of TimeOffBalance records for the specified ID, allowing you to view the current time-off balances associated with that particular user or entity.

Retrieves a list of TimeOffBalance records, allowing you to filter the results by employee, policy type, specific date ranges, or use pagination to navigate through larger sets of data.

Retrieves detailed information about TimeOff POSTs, including their metadata, to help you better understand and manage your time-off records.

Fetches comprehensive information about a specific TimeOff entry using its unique ID, allowing you to view all the details related to that particular time-off request.

Retrieves a list of timesheet entries from Merge HRIS, allowing you to filter the results by date range, specific employees, and navigate through pages of entries for easier data management.

Retrieves detailed information needed to create timesheet entries, such as which fields are required and the types of data each field expects.

Retrieves a list of users from your CRM integration, displaying the results in pages so you can easily browse through all available users.

Retrieves detailed information about a specific company from the HRIS system using its unique ID. You can also choose to include related remote data and shell records if needed.

This module retrieves a paginated list of contacts from your connected CRM through the integration. You can apply filters, use remote data options, and take advantage of all the query parameters supported by Merge's CRM Contacts endpoint, making it easy to find and manage the specific contacts you need.

Fetches detailed information about a specific CRM contact from Merge using the Contact ID. You can also choose to include related objects and additional remote or shell data for a more comprehensive view.

Fetches detailed information about a specific Dependent object by using its unique ID. You can also choose to include additional data such as remote details, sensitive information, or shell data if needed.

Fetches detailed information about a specific group by using its unique ID.

Fetches detailed information about a specific lead from Merge CRM using its unique ID.

Fetches detailed information about a specific location by using its unique ID.

Retrieves detailed information about a specific note from Merge CRM using the provided note ID.

Fetches detailed information about a note’s post endpoint from the Merge CRM, allowing you to access specific metadata related to that note.

Retrieves detailed information about a specific Pay Group from Merge HRIS by using its unique ID. You can also choose to include related remote or shell data in the results.

Retrieves detailed information about a specific payroll run from Merge HRIS using its unique ID. You can also choose to include related remote or shell data in the results.

Retrieves detailed information about a specific stage from the CRM using the provided stage ID.

Retrieves detailed information about a specific task by using its unique ID.

Retrieves detailed information about a specific user in the CRM by using their unique ID.

Fetches and displays a detailed list of all accounts stored in your connected CRM system, allowing you to view and manage account information easily.

Fetches detailed information for a specific account in the CRM using its unique account ID.

Retrieves detailed information about a specific EmployerBenefit by using its unique ID.

This module allows you to fetch detailed information about a specific Employee Payroll Run by using its unique Merge Employee Payroll Run ID.

Retrieves detailed information about a specific employee based on the employee ID you provide.

Fetches detailed information about a specific engagement type in the CRM using its unique ID.

This module lets you exclude a specific employee record by using its model ID. When you do this, the record is set to null and won't be included in future synchronizations. Additionally, the reason and a message explaining the exclusion are saved for auditing, so you can keep track of why changes were made.

This module lets you fetch a list of Employee Payroll Run records, giving you details like the payroll period’s start and end dates, the employees included in each run, and other important payroll information. You can also narrow down your results by filtering for specific employees, payroll runs, or by when records were created or updated. Plus, pagination options help you manage large sets of data easily.

Fetches a list of engagement type records from Merge CRM, allowing you to apply filters to narrow down your results. The module also automatically handles pagination, so you receive all matching engagement types without any extra effort.

Allows you to send a custom API request to any specified endpoint, enabling you to interact directly with the service’s features and data beyond the pre-built modules.

Updates a specific engagement record in Merge CRM using its unique ID, allowing you to modify details such as status, notes, or other related information.

This module lets you update the details of an existing CRM contact using their ID. You can choose which information to update—only the fields you fill in will be changed, while the rest stay the same. It also offers options for debug mode and can handle updates from third-party systems asynchronously.

Updates the details of a specific task in Merge CRM using its unique ID. This module lets you modify information such as the task’s status, description, or other fields as needed.

Allows you to update the details of an existing account by specifying its account ID and providing the new information you want to change.

Updates the details of a specific opportunity in your CRM using its unique ID, allowing you to keep your sales information accurate and up to date.

This module activates whenever it finds new accounts or notices updates to existing accounts, helping you stay on top of any changes.

This module activates whenever new or updated benefits records are fetched from your HRIS system, allowing you to automatically track changes or additions to employee benefits information.

This module activates whenever it finds new contacts or notices changes to existing ones, helping you stay up-to-date with your contact list automatically.

This module activates whenever new dependent records are added, letting you automatically respond to or process these newly created related entries.

This module activates whenever a new employee is added or when details of an existing employee are updated in your connected HRIS system, helping you stay up-to-date with the latest changes to your employee records.

This module activates whenever a new employment record is added or an existing one is updated, allowing you to easily track changes or additions to employment data.

This module activates whenever a new group is created or when any details of an existing group are updated, helping you stay informed about changes to your groups.

This module activates whenever a new lead is added or an existing lead is updated in Merge CRM, allowing you to automatically respond to changes in your lead data.

This module activates whenever new notes are created or existing notes are updated in Merge CRM. It works by monitoring the /notes list endpoint, ensuring you’re always notified about the latest changes to your CRM notes.

This module activates whenever new opportunities are created or existing opportunities are updated in your Merge CRM account, by monitoring the /opportunities endpoint.

This module activates whenever new pipeline stages are created or existing ones are updated in your Merge CRM account, by monitoring the /stages endpoint. It helps you stay up-to-date with any changes to your sales or project pipelines.

This module activates whenever a new task is created or an existing task is updated in your CRM, helping you stay on top of all task changes automatically.

This module activates whenever a new time off request is submitted or when an existing request is updated, allowing you to stay informed about changes to employee leave requests.

This module activates whenever there are new or updated time off balances, letting you stay informed about any changes to your available leave.

This module activates whenever it finds new user records or notices updates to existing ones, helping you stay on top of any changes or additions to your user data.