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Abstract away API complexity with Merge

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Use cases

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Search and select specific files to share

  • File

Search across all documents

  • Drive
  • Folder
  • File

Download documents

  • Folder
  • File

Upload and organize documents

  • File
  • Folder

Update existing tickets and fields

  • PATCH Tickets

Create new to-dos directly from your app

  • POST Tickets

Visualize and analyze the status of projects and teams

  • GET Tickets from Asana and Jira

Add Closed Won customers to a customer success tracker

  • Opportunities
  • Accounts
  • Engagements data

Know what stage an opportunity is in

  • Opportunities
  • Accounts
  • Engagements data

Create & track customer interactions

  • Opportunities
  • Accounts
  • Engagements data

Monitor customer health & sentiment

  • Opportunities
  • Accounts
  • Engagements data

Add sourced contacts or companies to a CRM

  • creating Notes

Create notes in a CRM

  • creating Notes

Assign tasks created in CRM

  • creating Tasks

Pull information on prospects/leads

  • Accounts
  • Contacts
  • Leads
  • Opportunities data

Update details to track calls and meetings

  • Pulling or posting Opportunities
  • Accounts
  • Engagements information

Provide data visualizations based on customer data

  • Accessing Accounts
  • Opportunities
  • Leads

Calculate values of opportunities and leads

  • Opportunities
  • Leads

Read dollar Amount from Opportunities to understand financial health of a company

  • Pulling Opportunities

Update details on opportunities, leads & contacts

  • Creating and updating Opportunities
  • Leads
  • Contacts

Pull details on opportunities and accounts

  • Accounts
  • Contacts information

Add candidates to your recruiting pipeline

  • Candidate

Manage headcount planning

  • Jobs

Track new hires

  • Offer
  • Candidate

Track candidates through their entire interview process

  • Application
  • Interviews
  • Job Interview States
  • Notes

Power rich analytics about your customers’ talent pipeline

  • Interviews

Pull information from multiple ATS providers into a platform / dashboard

  • Candidate
  • Offer
  • Jobs

Pull EEOC demographic data

  • Candidate

Manage employee referrals

  • Candidates
  • Job

Manage candidates during the recruitment lifecycle

  • Candidate
  • Offer
  • Jobs

Connect different HR platforms

  • Employee

Deprovision employees when they leave a company

  • User
  • Group
  • Teams

Auto-provision user accounts, credit cards, device management, and software licenses

  • User
  • Group
  • Teams

Pull time off (PTO) information

  • Time Off
  • Employee

Onboard and offboard employees once they’re hired

  • Employee

Construct org charts

  • Employee
  • Teams

Pull salary information

  • Employments

Pull benefit information, employee, and company contributions

  • Benefits

Understand who was paid, when, benefits, deductions, and taxes

  • Payroll
  • Payroll Run

Track company spend

  • Transaction

Automatically create purchase orders

  • Purchase Order

Receive payments

  • Payments

Track vendor bills

  • Invoices

Transfer money

  • Journal Entries

Invoice customers

  • Invoice

Record credit card purchases

  • Transaction

Forecast revenue

  • Transaction

Create dashboards

  • Transaction

Candidates partnership qualifications

  • Balance Sheet
  • Income Statement
  • Cash Flow

Candidate's application for tax credits

  • Balance Sheet
  • Income Statement
  • Cash Flow

Candidate's fitness for a loan

  • Balance Sheet
  • Income Statement
  • Cash Flow

The financial health of a company

  • Balance Sheet
  • Income Statement
  • Cash Flow
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