WebMerge

WebMerge is a document generation software solution that is designed to automate all paperwork processes.

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WebMerge

WebMerge API Integrations

Build and run workflows using the WebMerge API. Use 1000s of source-available triggers and actions across 2,100+ apps. Or write custom code to integrate any app or API in seconds.

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.

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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}`,
      },
    })
  },
})

Choose an API to Connect with WebMerge API

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24
of
2,100+
apps by most popular

HTTP / Webhook
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Get a unique URL where you can send HTTP or webhook requests
Node
Node
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Python
Python
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OpenAI (ChatGPT)
OpenAI (ChatGPT)
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Salesforce
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HubSpot
HubSpot
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Zoho CRM
Zoho CRM
Zoho CRM is an online Sales CRM software that manages your sales, marketing, and support in one CRM platform.
Premium
Stripe
Stripe
Stripe powers online and in-person payment processing and financial solutions for businesses of all sizes.
Shopify Developer App
Shopify Developer App
Shopify is a user-friendly e-commerce platform that helps small businesses build an online store and sell online through one streamlined dashboard.
Premium
WooCommerce
WooCommerce
WooCommerce is the open-source ecommerce platform for WordPress.
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Snowflake
Snowflake
A data warehouse built for the cloud
Premium
MongoDB
MongoDB
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Supabase
Supabase
Supabase is an open source Firebase alternative.
MySQL
MySQL
MySQL is an open-source relational database management system.
PostgreSQL
PostgreSQL
PostgreSQL is a free and open-source relational database management system emphasizing extensibility and SQL compliance.
Premium
AWS
AWS
Amazon Web Services (AWS) offers reliable, scalable, and inexpensive cloud computing services.
Premium
Twilio SendGrid
Twilio SendGrid
Send marketing and transactional email through the Twilio SendGrid platform with the Email API, proprietary mail transfer agent, and infrastructure for scalable delivery.
Amazon SES
Amazon SES
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Klaviyo
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Email Marketing and SMS Marketing Platform
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Zendesk
Zendesk
Zendesk is award-winning customer service software trusted by 200K+ customers. Make customers happy via text, mobile, phone, email, live chat, social media.
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ServiceNow
ServiceNow
The smarter way to workflow
Notion
Notion
Notion is a new tool that blends your everyday work apps into one. It's the all-in-one workspace for you and your team.
Slack
Slack
Slack is a channel-based messaging platform. With Slack, people can work together more effectively, connect all their software tools and services, and find the information they need to do their best work — all within a secure, enterprise-grade environment.
Microsoft Teams
Microsoft Teams
Microsoft Teams has communities, events, chats, channels, meetings, storage, tasks, and calendars in one place.

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

WebMerge 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".