Changelog
Learn about Merge’s latest integrations and features
Auto-Resolving Issues Management
Merge’s Issues Dashboard now automatically detects when an issue is resolved, and reflects that updated status right in the Dashboard. After an issue is formed, Merge will continue to monitor subsequent syncs to detect if there have been any changes to the detected issue and resolve it.
No more crowded issues dashboard, your Customer Success teams can now be confident the issues that remain in the dashboard are the only ones to focus on.
New Integration #1: Pipeliner
New week, new integrations! We’re happy to announce the addition of Pipeliner to our CRM Unified API — check out more here!
New Integration #2: Help Scout
We’re incredibly excited to add another integration to our Ticketing Unified API with the launch of Help Scout — check out more here!
New Integration #3: Insightly
On a roll - we’re very happy to announce the addition of Insightly to our CRM Unified API — check out more here!
It’s another Four-Peat: Gladly
Our team’s hard at work to make sure we provide the best coverage in integration offerings! We’re incredibly excited to announce the addition of Gladly to our Ticketing Unified API — check out more here!
Improvements
- Support for GET/Groups for BambooHR
- Support for POST/Invoices for Netsuite and Microsoft Dynamics 365
- Support for OAuth linking for Salesforce
SDK Updates
- Consolidated Accounting SDKs updated to include Parent Account tracking
- Go Ticketing SDK
Merge’s 130th Integration: Microsoft Dynamics 365 Sales
Our team has been hard at work Q3 to build as many requested integrations to support use cases among all our offered categories. We’re incredibly proud to announce the addition of our 130th integration, Microsoft Dynamics 365 Sales, to our CRM Unified API — check out more here!
We want to express our gratitude to everyone who has helped Merge grow to where we are today, from our customers who identify their integration needs, to our Platform and Engineering teams who build them — it couldn’t be possible without everyone’s contributions!
And we’re not done: Gorgias
We’re very excited to add our 131st integration as well, with the offering of Gorgias through our Ticketing Unified API — check out more here!
Improvements
- Enhanced support to represent removed tags, assignees, and collaborators on tickets
SDK Updates
- Enhanced multi-category Python SDK
- Support for Expand Parameter in multi-category Typescript SDK
New integration of the week: Wave Financial
New week, new integration! We’re happy to announce the addition of Wave Financial to our Accounting Unified API — check out more here!
Double Trouble: Microsoft Dynamics 365 Business Central
Double trouble - we’re incredibly excited to add another integration to our Accounting Unified API with the launch of Microsoft Dynamics 365 Business Central — check out more here!
Triple Threat: Teamwork CRM
It doesn’t stop there! We’re very happy to announce the addition of Teamwork CRM to our CRM Unified API — check out more here!
Fourth Integration of the week: Kustomer
Can’t stop, won’t stop! We’re ecstatic to announce the addition of Kustomer to our Ticketing Unified API — check out more here!
Improvements
- Support for employment_status for Lucca HR
SDK Updates
- Support for PDF Responses for Ruby SDK
Revamped Product Onboarding Flow
We’re ecstatic to announce a complete overhaul of our Get Started flow within the Merge Dashboard! We’ll guide you from the beginning steps of creating a Sandbox to test our API with, to how to make an API request to Merge, to how to use our SDKs, to finally how to easily embed our Merge Link to your app.
Please check out our new Onboarding Guide here, and leverage our guidance to get started as quickly as possible!
New integration of the week: Zendesk Sell
We’re incredibly excited to expand our CRM Unified API with the addition of Zendesk Sell — check out more here!
Improvements
- Support for new ticket status enums such as IN_PROGRESS and ON_HOLD for POST and PATCH / Tickets for Asana, ClickUp, Jira, Trello, and Zendesk
- Support for POST/Comments for Ironclad
- Support for TrackingCategory and Account hierarchies through parent fields within objects
- Support for OAuth for Pipedrive, Zendesk Sell, Zoho CRM, and Teamleader
Additional SDK Updates
- Updates to Python SDK
New integration of the week: Teamleader CRM
We’re incredibly excited to add another integration to our CRM Unified API with the launch of Teamleader CRM — check out more here!
Improvements
- Support for ticket_url and priority fields for Ticket object for Asana, ClickUp, Jira, Trello, and Zendesk
- Enhanced support for POST/Opportunities for Capsule, Hubspot, and Pipedrive, with more on the way
SDK Updates
- Updates to C# SDK to include null next_sync_start dates published to Nuget
New integration of the week: Ironclad
New week, new integration! We’re happy to announce the addition of Ironclad to our Ticketing Unified API — check out more here!
Another one: UKG Dimensions
And it doesn’t stop there! We’re incredibly excited to expand our HRIS Unified API with the addition of UKG Dimensions — check out more here!
Update Tickets through Merge
We’re thrilled to announce the release of our newest PATCH endpoint for our Ticketing API! You can now update items such as status, descriptions, due dates, and completion dates for your tickets programmatically through Merge.
This new endpoint is live for the following ticketing integrations, with more on the way: Asana, ClickUp, Jira Software, Trello, and Zendesk.
Review the syntax and request body in our docs!
Improvements
- Support for Zendesk and Workable third party receiving webhooks for real-time updates
- Support for currency field for Balance Sheet, Income Statement, and Cash Flow Statement
- Support for Payments for NetSuite
- Support for Users ‘avatar’ for Asana, Jira Software, ClickUp, Zendesk, Trello, and Linear
SDK Updates
- Multi-Category Python SDK with Forking Templates
- Support to enable unsupported filetypes for passthrough with GZIP and base64 encode
New integration of the week: ActiveCampaign
We’re incredibly excited to expand our CRM Unified API with the addition of ActiveCampaign — check out more here!
Update Customer Opportunities through Merge
We’re happy to announce the release of the PATCH /opportunities/{id} endpoint for the Opportunities object! You can now update items such as opportunity status, description, or deal value programmatically through a PATCH request to our Unified CRM API.
This new endpoint is live for the following CRM integrations, with more on the way: Capsule, HubSpot, ZohoCRM.
Review the syntax and request body in our docs!
Webhook Logs Dashboard
We’re ecstatic to continue enhancing our tooling by adding a new capability to our revamped logs dashboard. Webhook logs are now live in your dashboard!
Gain full visibility into all webhooks sent, filterable by any event, integration, and more. Check out the GIF below and start combing through webhooks from your dashboard here!
Improvements
- Support for POST/Employees for Paylocity
Additional SDK Updates
- C# SDK to allow for null values in next_sync_start to test the /sync-status endpoint
- Enhanced support for Expand parameter in our multi-category Python SDK
New integration of the week: Zoho CRM
We’re incredibly excited to expand our CRM Unified API with the addition of Zoho CRM — check out more here!
Java SDK 2.0
We’re thrilled to launch another complete category SDK with the addition of a complete rewrite of our Java SDK (Kotlin / JVM)!
- Combines all 5 API categories into 1 SDK
- Supports request properties as objects
- Includes a 'CHANGELOG.md', which details changes between versions
- And much more!
Important: This SDK version is a major overhaul and will not be backwards compatible with older SDKs.
Improvements
- Support for third-party receiving webhooks for real-time updates in Jira Software and ClickUp
- Support for job_posting_urls sub-object within our jobs common model object
- Expanded coverage and support for Sage Intact
- Enhanced Ashby API integration support
Additional SDK Updates
- Ruby SDK for Ticketing and CRM Unified APIs
- Updated Go HRIS SDK
New integration of the week: Sage Intacct
We’re incredibly excited to add another integration to our Accounting Unified API with the launch of Sage Intacct — check out more here!
Tasks for CRM
Last week, we announced the addition of our Engagement and Engagement Type models to enable you to read and write data relating to historical interactions with a customer. But now, how do you access any actions or to-do’s related with that customer within the CRM?
As a powerful complement to our engagement models, we are excited to announce the launch of our new Tasks Model to represent any CRM-specific to-do’s.
Through all three models, you’re empowered to construct fully illustrative reports of any activity in a CRM, whether they’re calls, meetings, emails, upcoming plans, or more.
Definitely check out the model in our docs below!
Improvements
- Support for the /change-stage endpoint for Workable and Fountain
New integration of the week: Azure DevOps
New week, new integration! We’re happy to announce the addition of Azure DevOps to our Ticketing Unified API — check out more here!
Engagement Objects for CRM
Have you been looking for your app to log activities in your users’ CRM of choice? Meet our Engagement Models for Salesforce, HubSpot, and more.
Two models, Engagement and Engagement-Type, allow you to read and write data relating to any historical interaction with a customer. Through both, you’re empowered to construct fully illustrative reports of any activity in a CRM, whether they’re calls, meetings, emails, or any other form of communication.
Duplicate Production Linked Account Detection
We’re excited to launch duplicate account detection to automatically prevent issues stemming from duplicate linked accounts, such as third-party rate limiting! This feature also enables customers to provide the exact experience that they want for their end users based on three available scenarios.
To learn more and get started, you can enable the setting in your dashboard here!
Improvements
- New normalized fields for Credit Notes and Purchase Orders for our Accounting Unified API
SDK Updates
- Enhanced Python and Node TypeScript SDK to include /change-stage endpoint
- PHP SDK for Ticketing API