Merge by Maxmel Tech

merge provides a unified api to connect with multiple hr, payroll, accounting, ticketing, and crm systems, enabling make com users to automate syncing employee records, payroll data, and crm contacts across different platforms through a single integration this is ai generated content based on official merge documentation the content may still contain errors—please verify important information if you have questions, contact https //help merge dev/ directly how to get support on merge merge is a community developed application and is subjected to the developer's terms and conditions, which may include applicable fees make does not maintain or support this integration for assistance, please https //f make com/r/reachout?app name=merge\&app slug=merge community\&app unique id=merge 8x8r66 requirements to use the merge app in make, you must have an active account and an api key or a linked account token, https //merge dev app installation to install this app, you need admin, owner, or app developer permissions docid foycaspyp9uykgm7lqpb go to the https //www make com/en/integrations/merge community/ click the install button follow the on screen instructions to complete the setup connect merge and {{product name}} to get started, you must first create a connection between merge and {{product name}} , allowing the two services to communicate you can connect using the following method api key,bearer token api key instructions you need to retrieve your api key from the merge dashboard log in to your merge dashboard navigate to the api keys section create a new remote production or test access key, or regenerate your production access key if needed save the generated api key the credential name is api key bearer token instructions you need to retrieve your api key to use as a bearer token login to your merge platform account navigate to the api keys section in your merge dashboard create a new production access key, remote production access key, or test access key if you do not already have one save the generated api key when prompted if you have lost your api key, regenerate your production access key or create a new one in the api keys section some community developers require an additional specific api key retrieve the required api key from the community developer's dashboard, generally found under settings/api for more info, please https //f make com/r/reachout?app name=merge\&app slug=merge community\&app unique id=merge 8x8r66 create the connection in {{product name}} https //www make com/en/register , add the merge 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 merge account or follow the on screen instructions to create the connection you must also enter any required third party api keys obtained earlier for detailed information on connecting an application, see docid\ so88fm6pkt0g adkddfzz page merge modules after connecting to the merge app, you can choose from a list of available modules to build your {{scenario plural lowercase}} create ignore contact 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 create time off creates a new time off entry using the details you provide, allowing you to easily track and manage employee absences create user ignore entry 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 create a contact 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 create a lead adds a new lead to your merge crm account using the details you provide, helping you keep track of potential customers create a note 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 create a task 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 create a timesheet entry adds a new timesheet record for a specific employee in merge hris, allowing you to track their work hours or activities create an account adds a new account record to your merge crm, allowing you to store and manage details for a specific customer or organization create an engagement 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 create an opportunity adds a new opportunity to merge crm using the details you provide, helping you track and manage potential sales or deals more effectively get account metadata retrieves detailed information about crm account posts, including key metadata related to each post request get account patch metadata 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 get bank info fetches a list of bank information records associated with your connected account, displaying results in pages and automatically handling pagination using a cursor system get bank info by id retrieves detailed information about a specific bank by using its unique id and returns it as a bankinfo object get benefit by id fetches detailed information about a specific benefit record from merge hris by using its unique id get benefits 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 get crm contact metadata 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 get companies 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 get contacts metadata 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 get dependents 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 get employee benefits fetches a list of employer benefit records, allowing you to filter the results and view them in pages for easier browsing get employee post meta 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 get employees fetches a detailed list of employee records from bamboohr using the merge hris api, allowing you to access key information about your team members get employment retrieves a detailed list of employment records, providing information about each employment object get employment by id retrieves detailed information about a specific employment record using the provided id get engagement 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 get engagement metadata post retrieves detailed information about engagement posts stored in your crm, such as post content, author, timestamps, and related interactions get engagement by id fetches detailed information about a specific engagement by using its unique id get groups 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 get lead metadata retrieves detailed information about lead submissions made to the crm, including metadata such as submission time, source, and other relevant details get leads retrieves a detailed list of crm lead records from merge, automatically handling multiple pages of results for you get location fetches a list of location objects, displaying them in pages so you can easily browse through multiple locations one set at a time get notes fetches a list of note entries from merge crm, displaying them in pages so you can easily browse through your notes in manageable sections get opportunities 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 get opportunity metadata provides detailed information about the fields and requirements needed when updating an opportunity using a patch request get opportunity metadata retrieves detailed information about opportunity records that have been created (post requests) in merge crm, including their associated metadata get opportunity by id fetches detailed information about a specific opportunity from merge crm using its unique id get pay groups 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 get payroll runs 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 get stages 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 get task metadata retrieves detailed information about task entries that have been added to the crm, including their associated metadata get tasks 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 get time off 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 get time off balance by id 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 get time off balances 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 get time off meta post retrieves detailed information about timeoff posts, including their metadata, to help you better understand and manage your time off records get time off by id 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 get timesheet entries 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 get timesheet entry post metadata retrieves detailed information needed to create timesheet entries, such as which fields are required and the types of data each field expects get users retrieves a list of users from your crm integration, displaying the results in pages so you can easily browse through all available users get a company by id 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 get a contact 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 get a contact by id 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 get a dependent by id 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 get a group by id fetches detailed information about a specific group by using its unique id get a lead by id fetches detailed information about a specific lead from merge crm using its unique id get a location by id fetches detailed information about a specific location by using its unique id get a note by id retrieves detailed information about a specific note from merge crm using the provided note id get a note's metadata fetches detailed information about a note’s post endpoint from the merge crm, allowing you to access specific metadata related to that note get a pay group by id 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 get a payroll run by id 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 get a stage by id retrieves detailed information about a specific stage from the crm using the provided stage id get a task by id retrieves detailed information about a specific task by using its unique id get a user by id retrieves detailed information about a specific user in the crm by using their unique id get an account fetches and displays a detailed list of all accounts stored in your connected crm system, allowing you to view and manage account information easily get an account by id fetches detailed information for a specific account in the crm using its unique account id get an employee benefit by id retrieves detailed information about a specific employerbenefit by using its unique id get an employee payroll run by id this module allows you to fetch detailed information about a specific employee payroll run by using its unique merge employee payroll run id get an employee by id retrieves detailed information about a specific employee based on the employee id you provide get an engagement type by id fetches detailed information about a specific engagement type in the crm using its unique id ignore an employee 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 list employee payroll runs 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 list engagement types 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 make an api call 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 update engagement by id 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 update a contact 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 update a task 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 update an account allows you to update the details of an existing account by specifying its account id and providing the new information you want to change update an opportunity 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 watch accounts this module activates whenever it finds new accounts or notices updates to existing accounts, helping you stay on top of any changes watch benefits 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 watch contacts 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 watch dependents this module activates whenever new dependent records are added, letting you automatically respond to or process these newly created related entries watch employees 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 watch employments 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 watch groups 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 watch leads 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 watch notes 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 watch opportunities this module activates whenever new opportunities are created or existing opportunities are updated in your merge crm account, by monitoring the /opportunities endpoint watch pipeline stages 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 watch tasks 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 watch time off 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 watch time off balances this module activates whenever there are new or updated time off balances, letting you stay informed about any changes to your available leave watch users 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 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}} merge resources you can have access to more resources related to this app on the following links https //community make com/search?q=merge https //merge dev https //help merge dev/ https //docs merge dev/ https //www make com/en/integrations/merge community