Integration · Other
AI agents for Merge
Reach a customer's HR, payroll, recruiting, CRM, accounting or ticketing system through Merge's unified API, with the same fields whichever system they use.
- Actions
- 8
- Read
- 3
- Write
- 5
Actions
What your agents can do in Merge
Reach a customer's HR, payroll, recruiting, CRM, accounting or ticketing system through Merge's unified API, with the same fields whichever system they use (Workday, BambooHR, Greenhouse, Salesforce, HubSpot, QuickBooks, NetSuite, Jira, Zendesk and 200 more). One connection is one linked account: list and read any of its records, and create tickets, comments, CRM contacts and notes.
Read 3
Look things up. Nothing changes.
Get the linked account
Says which system this connection reaches: the integration (like BambooHR or Salesforce), its category, the customer's organization name and email domain, and the account's status.
List records
Lists one kind of record (a common model) from the linked account, newest changes first available through modified_after.
Get a record
Reads one record of the linked account by its Merge id, in Merge's common fields.
Write 5
Create, change or send.
Create a ticket
Creates a ticket (or issue, task) in a ticketing linked account (Jira, Zendesk, Asana, Linear, ServiceNow …), with name, description, status, priority, assignees, due date and collection (project).
Update a ticket
Changes a ticket in a ticketing linked account: its status, priority, assignees, description or due date.
Comment on a ticket
Adds a comment to a ticket in a ticketing linked account, public or internal, written as a user or contact when the system allows it.
Create a CRM contact
Creates a contact (person) in a CRM linked account (Salesforce, HubSpot, Pipedrive, Dynamics …) with name, email, phone, company account and owner.
Add a CRM note
Adds a note to a CRM linked account, attached to a contact, an account (company) and/or an opportunity (deal), for example a call summary.
A person can approve first
Any write action can be set to wait for a person's approval before it runs, so an agent asks before it changes anything.
Connection
How it connects
Connect it once in the console, then give it to the agents and workflows that need it.
Paste an API key from your Merge account.
What you enter
- Production access key
Settings
- Region
- Category
- Account token
Kept safe
- Credentials are stored encrypted with your organization's own keys.
- They are opened only by the process that makes the call, at the moment it runs, and never go into a prompt or the browser.
- Calls go only to the tool's own servers.
Ideas
Ideas to start with
Starting points made only from the actions above. Mix them with any other tool your agents can use.
- 01
Ask about your Merge data
Ask a question in plain words. The agent can get the linked account, list records or get a record in Merge, then answers with what it found.
- 02
Let an agent update Merge
Have the agent create a ticket or update a ticket in Merge as part of a larger task. Turn on approval and a person signs off on each change first.
- 03
Share what it finds in Slack
Give one agent Merge and Slack: it can get the linked account in Merge and post a summary to a Slack channel in the same run.
Works well with
More Other tools
- ElevenLabs12 actionsFind voices and models, turn short text into speech (base64 audio with word timing), and read generation history, subscription usage, and conversational AI agents with their call transcripts, in ElevenLabs.
- AssemblyAI8 actionsTranscribe recorded audio and video with AssemblyAI's speech-to-text models.
- DeepL9 actionsTranslate text with DeepL (with context, formality and glossaries), improve writing with DeepL Write, manage glossaries, and check the character quota, on DeepL API Free or Pro.
- Replicate9 actionsRun AI models on Replicate — image generators such as FLUX, video generators such as Kling, Veo and Wan, upscalers and more — and get the generated files as URLs.
- Stability AI9 actionsGenerate images from text with Stable Image Core, Ultra and Stable Diffusion 3.5, and edit images: remove a background, upscale, erase an object, replace an object described in words, or extend an image outward.
- Apideck6 actionsReach a customer's accounting, CRM, HR, recruiting, e-commerce and file storage tools through Apideck's unified API, with the same fields whichever tool they use.
FAQ
Merge and MyDeepAgents
Can MyDeepAgents connect to Merge?
Yes. The Merge connector has 8 actions: 3 read and 5 make changes. Your agents can call them as tools, and your workflows can run them as steps.
How do I connect Merge?
Paste an API key from your Merge account. You'll need: Production access key. The connection also asks for: Region, Category and Account token. Credentials are stored encrypted with your organization's own keys and are opened only at the moment of a call.
Can an agent change data in Merge without asking?
Only if you let it. Each of the 5 actions that change data can be set to wait for a person's approval before it runs.
Can I use Merge in workflows as well as agents?
Yes. Every Merge action also works as a step in a workflow, and the same connection serves your agents and your workflows.
Early access
Put Merge to work
Connect it in a few minutes, give an agent the actions it needs, and decide which changes wait for a person.