What actions can I run in Merge?

80 actions are available, including "Get Account Metadata", "Get Account Patch Metadata", and "Get a Company by ID", and more. Run them from any trigger in your automation stack — map fields once and they execute automatically.

Do I need to write code to automate this?

No. Most automations are built visually on the canvas by picking triggers, actions, and mapping fields. You can add custom JavaScript with Functions when advanced logic is needed — but it is never required.

Is the integration secure?

Yes. Connections are authenticated per account, credentials are encrypted at rest, and you can enforce approvals and team-level access controls on any automation.

Merge Integrations

Unified API platform that connects HRIS, ATS, and CRM systems through a single integration. Connect Merge into visual workflows so eng ops stop living in glue scripts.

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Watch AccountsTriggers when new or updated accounts are detected.
Watch BenefitsTriggers when new or updated benefits records are retrieved from the HRIS system.
Watch ContactsTriggers when new or updated contacts are detected.
Watch DependentsTriggers when new dependent records are available.
Watch EmployeesTriggers when a new employee is created or an existing employee is updated in the connected HRIS system.
Watch EmploymentsTriggers when employment records are created or updated.
Watch GroupsTriggers when a group is created or updated.
Watch LeadsTriggers when a new lead is created or updated in Merge CRM.
Watch NotesTriggers when new or updated notes are detected in Merge CRM using the /notes list endpoint.
Watch OpportunitiesTriggers when new or updated opportunities are detected using the Merge CRM /opportunities endpoint.
Watch Pipeline StagesTriggers when new or updated pipeline stages are detected using the Merge CRM /stages endpoint.
Watch TasksTriggers when new or updated tasks are detected in the CRM.
Watch Time OffTriggers when new time off requests are added or updated.
Watch Time Off BalancesTriggers when new time off balances are available or updated.
Watch UsersTriggers when new or updated user records are detected.
Get Account MetadataReturns metadata for CRM account POSTs.
Get Account Patch MetadataRetrieves metadata for updating an account, including supported writable fields and field types for the connected CRM. Use this to see which fields are allowed in PATCH /accounts/{id}.
Get a Company by IDFetches a single company object from the HRIS system by its unique ID. Supports optional inclusion of remote data and shell records.
Get a ContactReturns a paginated list of contacts from the CRM integration. Supports filtering, remote data options, and all query parameters available in Merge's CRM Contacts endpoint.
Get a Contact by IDRetrieves a single CRM contact from Merge by its Contact ID. Optionally expands related objects and includes remote or shell data.
Get a Dependent by IDRetrieves a specific Dependent object using its unique ID. Supports optional inclusion of remote, sensitive, or shell data.
Get a Group by IDRetrieves a single group object using its unique ID.
Get a Lead by IDRetrieves a lead object by its unique ID from Merge CRM.
Get a Location by IDRetrieves a location object by its ID.
Get an AccountRetrieves a list of accounts from the connected CRM system.
Get an Account by IDRetrieves a single account object by its unique account ID in the CRM.
Get an Employee Benefit by IDFetches a single EmployerBenefit object by its ID.
Get an Employee by IDReturns a single employee object using the provided employee ID.
Get an Employee Payroll Run by IDRetrieves a single Employee Payroll Run object using its Merge Employee Payroll Run ID.
Get an Engagement Type by IDRetrieves a single engagement type by its unique ID in the CRM.
Get a Note by IDReturns a note object with the given ID from Merge CRM.
Get a Note's MetadataRetrieves metadata for a note's post endpoint from the Merge CRM.
Get a Pay Group by IDReturns a single Pay Group object from Merge HRIS using its unique ID. Supports including remote or shell data.
Get a Payroll Run by IDReturns a single payroll run object from Merge HRIS using its unique ID. Supports including remote or shell data.
Get a Stage by IDReturns a stage object with the given ID from the CRM.
Get a Task by IDReturns a task object with the given ID.
Get a User by IDReturns a user object with the given ID in the CRM.
Get Bank InfoRetrieves a paginated list of bank info records for the connected account, supporting cursor-based automatic pagination.
Get Bank Info by IDReturns a BankInfo object with the given ID.
Get Benefit by IDRetrieves a single benefit record from Merge HRIS using its unique ID.
Get BenefitsRetrieves a paginated list of benefit records from the integrated HRIS platform. The module supports filtering by employee, date ranges, remote ID, creation/modification windows, and includes options for returning deleted data, remote provider data, shell records, and expanded relations.
Get CompaniesRetrieves a paginated list of company records from the Merge HRIS API, with optional filtering by creation dates, modification dates, deletion flags, remote data, and more.
Get Contacts MetadataReturns metadata for CRM Contact POST requests in the Merge API.
Get CRM Contact MetadataReturns metadata for CRM contact POSTs, including all fields required or optional when creating a new contact in the CRM.
Get DependentsFetches a list of Dependent objects from the HRIS system, supporting filtering by employee, creation or modification dates, and optional inclusion of remote or sensitive data.
Get Employee BenefitsRetrieves a paginated list of employer benefit objects with optional filtering.
Get Employee Post MetaReturns metadata for creating employee records, including required fields, optional fields, and enum information.
Get EmployeesRetrieves a list of Employee objects from BambooHR via the Merge HRIS API.
Get EmploymentReturns a list of employment objects.
Get Employment by IDReturns an employment object with the given ID.
Get EngagementRetrieves a list of Engagement objects from Merge CRM with optional filters and automatic pagination.
Get Engagement by IDRetrieves an engagement object using the provided unique ID.
Get Engagement Metadata PostReturns metadata for engagement posts in the CRM.
Get GroupsFetches a list of group objects from the connected HRIS system. Supports filtering by creation/modification date, type, team usage, and remote ID.
Get Lead MetadataReturns metadata for lead POSTs in the CRM.
Get LeadsReturns a list of CRM lead objects from Merge with automatic pagination support.
Get LocationRetrieves a paginated list of location objects.
Get NotesRetrieves a paginated list of note objects from Merge CRM.
Get OpportunitiesReturns a list of opportunity objects from Merge CRM. Supports filtering by account, owner, stage, status, date ranges, and auto-pagination to fetch all results.
Get Opportunity by IDRetrieves an opportunity object by its unique ID from Merge CRM.
Get Opportunity MetadataReturns metadata for opportunity PATCH requests.
Get Opportunity MetadataReturns metadata for Opportunity POSTs from Merge CRM.
Get Pay GroupsReturns a list of pay group objects from Merge HRIS, supporting filtering by creation or modification dates, pagination, and including deleted or remote data.
Get Payroll RunsReturns a list of payroll run objects from Merge HRIS. Supports filtering by creation, start, end, modification dates, run type, and pagination.
Get StagesReturns a list of stage objects from Merge CRM, supporting filtering by creation or modification dates, deleted data, and auto-pagination to fetch all results.
Get Task MetadataReturns metadata for task POSTs in the CRM.
Get TasksReturns a list of task objects from Merge CRM. Supports filtering by creation or modification dates, deleted data, expansion of relations, and auto-pagination to fetch all results.
Get Time OffReturns a list of Time Off objects from Merge HRIS. Supports filtering by employee, approver, dates, status, and request type, with pagination.
Get Time Off Balance by IDReturns a list of TimeOffBalance objects by the specified ID.
Get Time Off BalancesReturns a list of TimeOffBalance objects, optionally filtered by employee, policy type, date ranges, or pagination.
Get Time Off by IDRetrieves the full details of a single TimeOff object by its ID.
Get Time Off Meta PostReturns metadata for TimeOff POSTs.
Get Timesheet EntriesFetches a list of timesheet entries from Merge HRIS. Supports filtering by date, employee, and pagination.
Get Timesheet Entry POST MetadataFetches metadata for creating timesheet entries, including required fields and field types.
Get UsersReturns a paginated list of users from the CRM integration.
List Employee Payroll RunsRetrieves a list of Employee Payroll Run objects, including payroll start and end dates, associated employees, and other relevant payroll information. Supports filtering by employee, payroll run, creation/modification dates, and pagination.
List Engagement TypesRetrieves a list of engagement type objects from Merge CRM with optional filters and automatic pagination.
Create a ContactCreates a new contact object in Merge CRM.
Create a LeadCreates a lead object with the given values in Merge CRM.
Create an AccountCreates a new account object in Merge CRM.
Create an EngagementCreates an Engagement object in the CRM with the given values.
Create an OpportunityCreates a new opportunity in Merge CRM with the specified values.
Create a NoteCreates a note object with the given values in Merge CRM.
Create a TaskCreates a Task object in Merge CRM with the given values. Supports optional fields such as owner, account, opportunity, due date, and status.
Create a Timesheet EntryCreates a new timesheet entry for an employee in Merge HRIS.
Create Ignore ContactMarks a specific contact as ignored, nullifies properties, and prevents future synchronization. Requires a reason and message.
Create Time OffCreates a time-off object with the given values.
Create User Ignore EntryIgnores a specific row based on the model ID in the URL. These records will have their properties set to null, and will not be updated in future syncs. The "reason" and "message" fields in the request body will be stored for audit purposes.
Ignore an EmployeeIgnores a specific employee record based on the model ID. The record will be nullified and excluded from future syncs. Reason and message are stored for audit purposes.
Make an API CallPerforms an arbitrary API call to a specified endpoint.
Update a ContactUpdates an existing CRM contact by ID. All fields are optional; only provided values are updated. Supports debug mode and asynchronous third-party updates.
Update an AccountUpdates an existing account object using the provided account ID.
Update an OpportunityUpdates an opportunity with the given ID in the CRM.
Update a TaskUpdates a task object with the given ID in Merge CRM.
Update Engagement by IDUpdates an engagement object in Merge CRM by its unique ID.

When to use Merge

Common scenarios where Merge automation saves time and reduces manual work.

Trigger workflows automatically when "Watch Accounts" fires in Merge — start multi-step automations without polling or manual checks.
Automate "Get Account Patch Metadata" in Merge as a workflow step — combine it with triggers, filters, and AI steps for full-pipeline coverage.
Combine "Watch Contacts" from Merge with triggers or actions in other apps to close the loop — one event, many downstream outcomes.

How to connect

Paste your credentials once — WEXTL® stores them encrypted and reuses the connection across every workflow that needs it.

Full API documentation

Enter your credentials below. WEXTL stores them encrypted and uses them only to call the API on your behalf.

Connecting Merge to WEXTL®

Field	Type	Help
API KeyRequired	password	Your API key. Go to the Dashboard → API Keys section. You can generate a new key or use an existing one.
SMerge - ervice	select	—
Account TokenRequired	text	The Account Token for the Linked Account. In the Dashboard → Linked Accounts → Test (or Production) tab, create a linked account for the desired CRM platform. After creation, the Account Token will be displayed there.

Use in workflow automation

Start from Merge’s Watch Employees trigger and the run begins the moment there’s something new — no cron job to babysit, no one remembering to check.

Add Get an Employee Benefit by ID as the next step, then branch, filter or hand off to the rest of your stack. The whole path stays on one canvas your team can read.

This integration brings 95 ready-made steps for developer tools work, and every run records what went in and what came back.

Merge workflow on the canvas: Watch Employees then Get an Employee Benefit by ID

Frequently asked questions

Common questions about automating Merge in your workflows.

Merge has 15 triggers, including "Watch Accounts", "Watch Benefits", and "Watch Contacts", and more. Use them to start workflows the moment Merge events fire — no polling required.

Field

Type

Help

API KeyRequired

password

Your API key. Go to the Dashboard → API Keys section. You can generate a new key or use an existing one.

SMerge - ervice

select

—

Account TokenRequired

text

The Account Token for the Linked Account. In the Dashboard → Linked Accounts → Test (or Production) tab, create a linked account for the desired CRM platform. After creation, the Account Token will be displayed there.

Use in workflow automation

Start from Merge’s Watch Employees trigger and the run begins the moment there’s something new — no cron job to babysit, no one remembering to check.

Add Get an Employee Benefit by ID as the next step, then branch, filter or hand off to the rest of your stack. The whole path stays on one canvas your team can read.

This integration brings 95 ready-made steps for developer tools work, and every run records what went in and what came back.

Merge Integrations

When to use Merge

How to connect

Use in workflow automation

Frequently asked questions

Merge Integrations

When to use Merge

How to connect

Connect Merge to any app in workflows

Use in workflow automation

Frequently asked questions

Connect Merge to any app in workflows

Connect Merge to any app in workflows

Connect Merge to any app in workflows

Merge Integrations

Merge triggers and actions

When to use Merge

How to connect

Use in workflow automation

Frequently asked questions

What triggers does Merge support?

What actions can I run in Merge?

Do I need to write code to automate this?

Is the integration secure?

Merge Integrations

Merge triggers and actions

When to use Merge

How to connect

Connect Merge to any app in workflows

Use in workflow automation

Frequently asked questions

What triggers does Merge support?

What actions can I run in Merge?

Do I need to write code to automate this?

Is the integration secure?

Connect Merge to any app in workflows

Connect Merge to any app in workflows

Connect Merge to any app in workflows