ActiveMerge for AI agents
Agents read ActiveMerge at once. Changes and sends are held for a person's approval by default.
About ActiveMerge
ActiveMerge automates document and image generation, document merging, e-signatures, file storage, and template-based workflows.
What an agent can do in ActiveMerge
Every ActiveMerge action is classed by the platform as a read, a change or a send. Reads run at once. Changes and sends are held for a person by default.
Runs at once (reads)
Looks things up in ActiveMerge without asking first. 0 actions.
None in this connector.
Held for approval by default (changes and sends)
Held for a person's approval by default. The approval is recorded and the action is sent once, never twice, with 10 seconds to undo. 13 actions.
- Generate DocumentStart asynchronous document generation from a template and case-sensitive placeholder data. Each generation consumes ActiveMerge credits. Returns a job ID to monitor with Get Document Generations.
- Generate ImagesStart an asynchronous image-generation job from inline JSON records. Each image consumes one ActiveMerge credit. Supports 1 to 2,000 images and returns a job ID to monitor with Get Image Generation.
- Generate Workflow DocumentsGenerate documents for every template in an ActiveMerge workflow using case-sensitive placeholder data. This operation consumes ActiveMerge credits and returns an output URL that expires after 24 hour
- Get CreditsGet total, used, remaining, plan, and prepaid ActiveMerge credits before running credit-consuming generation tools.
- Get Document GenerationsGet one document-generation job by ID, or list and filter generation history when no job ID is supplied. Returns one history page at a time.
- Get Document Template PlaceholdersReturn the case-sensitive placeholder names required by one document template.
- Get File Download URLCreate a temporary download URL for a file in ActiveMerge cloud storage. This requires a Pro or higher plan with cloud storage enabled.
- Get Image GenerationGet an image-generation job's progress, credit usage, errors, and temporary ZIP download URL when complete.
- Get Image TemplatesList image templates and basic placeholders, or get complete dimensions, positions, defaults, and styles for one template when template_id is supplied.
- Get WorkflowsList available ActiveMerge workflows, or return the case-sensitive placeholders for one workflow when workflow_id is supplied.
- List Document TemplatesList document templates available to the connected ActiveMerge account, including the unique template IDs needed for placeholder lookup and generation.
- List Stored FilesList the immediate files and folders at the ActiveMerge cloud-storage root, or directly inside parent_folder_id when supplied. Cloud storage is a Pro+ feature; Free accounts may return an empty list.
Show all 13
- Save Generated FilesSave non-expired output from a completed document-generation job to permanent ActiveMerge cloud storage. This requires a Pro+ plan and consumes one ActiveMerge credit per saved file.
Changes wait in Needs you
Changes and sends in ActiveMerge are held for a person's approval by default. The approval is recorded, and the action is sent once, never twice, with 10 seconds to undo.
ActiveMerge questions
Can an agent change data in ActiveMerge on its own?
Not by default. Changes and sends in ActiveMerge are held for a person's approval. The approval is recorded, and the action is sent once, never twice, with 10 seconds to undo.
What can an agent read in ActiveMerge?
This connector lists 0 read actions. Reads run at once, without waiting for approval.
How does ActiveMerge connect?
It connects with API key. Connectors are built and maintained by third-party developers; availability is confirmed during scoping.