Merge.dev Integration

Unified API platform that connects HRIS, ATS, and CRM systems through a single integration. Bring Merge.dev into visual workflows so engineering operations do not depend on glue scripts. Start from Watch Accounts, then trigger Get a Company by ID or Get a Contact.

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Supported triggers and actions for Merge.dev integration

Triggers can detect changes in Merge.dev and run actions that can create, search or modify data inside Merge.dev automatically [3] — exactly how you set them.

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 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 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 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 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 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 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 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 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 a TaskUpdates a task object with the given ID in Merge CRM.
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 Engagement by IDUpdates an engagement object in Merge CRM by its unique ID.

How to integrate Merge.dev in automation workflow?

3 simple steps to make your Merge.dev connected with other apps in automation workflows on WEXTL. Up to 10 minutes integration set up.

STEP 1

Select Merge.dev in workflow

Pick Merge.dev app in the workflow builder [4] - just one click to select the app.

STEP 2

Connect Merge.dev

When prompted, authorize access to Merge.dev in WEXTL once. Merge.dev credentials are encrypted and never shared with WEXTL. Authorization will be reused in any future API calls [3].

WEXTL wants to integrate with your Merge.dev account. Approve?

STEP 3

Build a workflow

Build your workflow with Merge.dev yourself or with WEXTL® AI Builder. Connect Merge.dev to any available integrations [5], or use HTTP node to go beyond them.

Merge.dev

How Merge.dev connects and integrates with WEXTL

Save and approve your credentials once — WEXTL® stores authorization information encrypted and reuses the authentication whenever Merge.dev app is called in workflows. That allows your developer tools automations to run without your attention, per defined schedule [7]. Explore documentation [6] for a detailed list of fields that Merge.dev supports.

Full Merge.dev API documentation

The following table illustrates what fields Merge.dev integration require during authorization flow inside our workflow builder [4].

Video slide demonstrates how Merge.dev is connected in WEXTL builder [4].

Field	Type	Help
API KeyRequired	password	Your Merge API key. Go to the Merge Dashboard → API Keys section. You can generate a new key or use an existing one.
Service	select	—
Account TokenRequired	text	The Account Token for the Linked Account. In the Merge 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.

Connect Merge.dev to popular apps on WEXTL

Enter a name of the other app you want to sync with Merge.dev below. Click on selected app to explore integration options with Merge.dev. If the app you search for is not available in WEXTL yet, you can use HTTP node [10] instead to integrate it directly.

Example automation with Merge.dev integration

Select Watch Employees trigger from Merge.dev - this will be a starting point in your automation. Whenever event happens in Merge.dev, workflow will start [7] from Watch Employees node.

Search for Get an Employee Benefit by ID, connect it as the next step of integration sequence. You can use filters between Watch Employees and Get an Employee Benefit by ID, so only important data pass from Watch Employees to the next step. WEXTL gives you full control over the process of Merge.dev automation. All parts of workflow are visible on the canvas [4].

Merge.dev on WEXTL has 95 modules for creating developer tools automations. Explore Merge.dev documentation for more.

Video slide demonstrates how Watch Employees and Get an Employee Benefit by ID nodes are used in Merge.dev workflow.

Video slide demonstrates how Watch Employees and Get an Employee Benefit by ID [6] nodes are used in Merge.dev workflow.

Frequently asked questions

Common questions about automating Merge.dev in your workflows.

Merge.dev has 15 triggers, including "Watch Accounts", "Watch Benefits", and "Watch Contacts", and more. Triggers are start points of the workflow, and automations may start from them.

Integration has 80 actions, including "Get a Company by ID", "Get a Contact", and "Get a Contact by ID", and more. Refer to our Merge.dev Documentation for detailed inputs and outputs.

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 our customers do that in rare cases [4].

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

The Merge.dev integration on WEXTL runs directly on its vendor public API — every field name, authentication method, and rate limit is controlled by Merge.dev official API and covered in documentation [3]. WEXTL handles the request signing and pagination for you.

Absolutely. Where Merge.dev provides native webhooks, you can use instant triggers to eliminate polling delay. For custom webhooks, WEXTL offers Custom Webhook node, so you can start automation whenever Merge.dev or any other service sends event to webhook URL.

WEXTL is an AI-first visual canvas. The platform allows you to describe automation in plain text — and AI will wire nodes for Merge.dev inside the workflow builder [4]. You can also use built-in workflow nodes (AI Agent, Human in the Loop, Condition, Aggregate Results) in pair with Merge.dev modules to craft complex integration flows with branches, filtering, and conditional logic. There are absolutely no limits of what you can build.

References

List of sources used to gather information about the Merge.dev integration.

Merge.dev integration source code, module specs and credentials implementation.
Internal Merge.dev integration documentation, structured input and output parameters, scopes, and authentication methods.
Official Merge.dev vendor API documentation — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
WEXTL® Visual Workflow Builder, anonymized data from our technical support team.
WEXTL® Apps Library
WEXTL® Merge.dev App Documentation
WEXTL® Workflow Scheduler
WEXTL® HTTP node documentation

Merge.dev Integration

Supported triggers and actions for Merge.dev integration