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ActiveMergedocuments
13 available actions
What your AI agent can do in ActiveMerge
ActiveMerge automates document and image generation, document merging, e-signatures, file storage, and template-based workflows. This page lists every available action. Your agent only receives the actions and permissions required for the role you approve.
Showing all 13 actions.
Common starting points
- 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.
- Generate DocumentStart asynchronous document generation from a template and case-sensitive placeholder data.
- Generate ImagesStart an asynchronous image-generation job from inline JSON records.
- Save Generated FilesSave non-expired output from a completed document-generation job to permanent ActiveMerge cloud storage.
Browse all 13 actions by capability
Open a capability to see every supported action and its description.
Find & reviewLook up and review existing recordsView 9 actions
- 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.
- 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.
- 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.
Create & communicateCreate records or send supported messagesView 3 actions
- Generate DocumentStart asynchronous document generation from a template and case-sensitive placeholder data.
- Generate ImagesStart an asynchronous image-generation job from inline JSON records.
- Generate Workflow DocumentsGenerate documents for every template in an ActiveMerge workflow using case-sensitive placeholder data.
Update & manageChange and manage existing recordsView 1 action
- Save Generated FilesSave non-expired output from a completed document-generation job to permanent ActiveMerge cloud storage.
Connection record
A connection you can control.
- Sign-in
- Customer-managed key
- Setup
- Use a key you create and control. It is stored securely and limited to the work agreed for the role.
- Boundaries
- Only the approved role and actions.
- Off switch
- Revoke the connection from your account.
FAQ
Before you connect ActiveMerge
How does the agent connect to ActiveMerge?
With a key you create and control. It is stored securely, permissions are limited to what the agent needs, and you can revoke it at any time.
What can the agent actually do in ActiveMerge?
The page above lists the 13 actions currently available through the ActiveMerge connection. The role determines which of those actions the agent may use, and write access is only enabled when the workflow needs it.
Is ActiveMerge included in my plan?
Connections are priced per tool on top of the base plan. Some are included and some are premium. See pricing for how connection charges work.
How long until ActiveMerge is ready?
Timing depends on the sign-in method, permissions and workflow being connected. We confirm the scope and setup plan before enabling the connection.
Bring the workflow together
Ready to put ActiveMerge to work?
Start with the responsibility you want off your plate. We’ll map the connection and the boundaries around it.