Generate Document
Start asynchronous document generation from a template and case-sensitive placeholder data. Each generation consumes ActiveMerge credits. Returns a job ID to monitor with Get Document Generations.
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Integrate ActiveMerge
with your AI CRM
ActiveMerge automates document and image generation, document merging, e-signatures, file storage, and template-based workflows.
Explore Triggers and Actions
Generate Images
Start an asynchronous image-generation job from inline JSON records. Each image consumes one ActiveMerge credit. Supports 1 to 2,000 images and returns a job ID to monitor with Get Image Generation.
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Generate Workflow Documents
Generate documents for every template in an ActiveMerge workflow using case-sensitive placeholder data. This operation consumes ActiveMerge credits and returns an output URL that expires after 24 hours.
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Get Credits
Get total, used, remaining, plan, and prepaid ActiveMerge credits before running credit-consuming generation tools.
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Get Document Generations
Get one document-generation job by ID, or list and filter generation history when no job ID is supplied. Returns one history page at a time.
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Get Document Template Placeholders
Return the case-sensitive placeholder names required by one document template.
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Get File Download URL
Create a temporary download URL for a file in ActiveMerge cloud storage. This requires a Pro or higher plan with cloud storage enabled.
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Get Image Generation
Get an image-generation job's progress, credit usage, errors, and temporary ZIP download URL when complete.
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Get Image Templates
List image templates and basic placeholders, or get complete dimensions, positions, defaults, and styles for one template when template_id is supplied.
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Get Workflows
List available ActiveMerge workflows, or return the case-sensitive placeholders for one workflow when workflow_id is supplied.
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List Document Templates
List document templates available to the connected ActiveMerge account, including the unique template IDs needed for placeholder lookup and generation.
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List Stored Files
List the immediate files and folders at the ActiveMerge cloud-storage root, or directly inside parent_folder_id when supplied. Cloud storage is a Pro+ feature; Free accounts may return an empty list.
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Save Generated Files
Save non-expired output from a completed document-generation job to permanent ActiveMerge cloud storage. This requires a Pro+ plan and consumes one ActiveMerge credit per saved file.
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How the ActiveMerge integration works
The ActiveMerge integration connects your Dench AI CRM directly to ActiveMerge, so agents can read and act on your ActiveMerge data as part of everyday work — answering questions in chat, keeping your CRM in sync, and running automations without anyone copying data between tools.
13 actions are available for agents to invoke on your behalf. Every call runs through ActiveMerge's own authorization, scoped to the account you connect.
Set up ActiveMerge in Dench
- 1
Sign in to your Dench workspace and open Integrations.
- 2
Find ActiveMerge and click Connect — you'll authorize access through ActiveMerge's own sign-in flow. No API keys or code required.
- 3
Ask an agent to use ActiveMerge in chat, or call it from an automation.
- 4
Manage or disconnect the connection any time from workspace settings.
Frequently asked questions
How does the ActiveMerge integration work with Dench?
The Dench ActiveMerge integration connects your AI CRM to ActiveMerge, so AI agents can work with your ActiveMerge data as part of chats, automations, and CRM workflows. You connect your account once, and every agent in your workspace can use it — governed by your workspace permissions.
What actions can AI agents perform with ActiveMerge via Dench?
The ActiveMerge integration currently exposes 13 actions, including Generate Document, Generate Images, Generate Workflow Documents, Get Credits, Get Document Generations, and Get Document Template Placeholders. Agents invoke them on your behalf from chat or from automations.
Do I need to write code to connect ActiveMerge to Dench?
No. You connect ActiveMerge from your Dench workspace using ActiveMerge's own sign-in and authorization flow — no API keys to copy, no glue code to maintain.
Is the ActiveMerge integration secure?
Connections are authorized through ActiveMerge's own authentication flow, and Dench stores only the authorization needed to act on your behalf. You can review and disconnect the ActiveMerge connection from your workspace settings at any time.