What do you want to automate with WebMerge?
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Overview#
WebMerge is an API that automates the creation of PDFs, Word documents, Excel files, and more, by merging data into custom-built templates. With Pipedream, you can harness this functionality to create dynamic documents fueled by data from various sources. Think auto-generated reports from CRM leads, personalized contracts from form submissions, or automated invoices post-sale. Pipedream's serverless platform allows you to create intricate workflows that connect WebMerge with other apps, triggering document creation with real-time data.
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
webmerge: {
type: "app",
app: "webmerge",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://www.webmerge.me/api/documents`,
auth: {
username: `${this.webmerge.$auth.api_key}`,
password: `${this.webmerge.$auth.api_secret}`,
},
})
},
})
Example Use Cases#
Automated Contract Generation from CRM Deals: When a deal reaches a certain stage in a CRM like Salesforce, trigger a Pipedream workflow that sends deal data to WebMerge, which then generates a tailored contract and emails it directly to the client for signing.
Dynamic Report Creation from Analytics Platforms: Set up a scheduled workflow in Pipedream to pull the latest data from analytics tools like Google Analytics. Use WebMerge to turn that data into a polished, comprehensive report, and then distribute it to stakeholders via a platform like Slack or by emailing through SendGrid.
Invoice Processing Post-Purchase: Capture new payment information from a payment gateway such as Stripe. Trigger a Pipedream workflow to populate an invoice template in WebMerge with the payment details, then save the invoice to a cloud storage service like Dropbox and notify your finance team through a messaging app.
Authentication#
Name Slug: webmergeWebMerge uses API keys for authentication. When you connect your WebMerge account, Pipedream securely stores the keys so you can easily authenticate to WebMerge APIs in both code and no-code steps.
You can get your WebMerge API Key and API Secret by navigating to the top right menu within your WebMerge account and clicking you username, then selecting "API Access".
Trusted by 1,000,000+ developers from startups to Fortune 500 companies