Connect ActiveMerge integrations
Draft customized contracts and certificates instantly by automating ActiveMerge on Make. Connecting templates to over 3,000 integration apps lets you generate secure PDFs and request compliant e-signatures. Files are processed on encrypted EU servers and purged within 24 hours. Get started today to launch your first automated document generation pipeline.
Triggers and actions
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Connect any app with
ActiveMerge
Automate document workflows by integrating ActiveMerge with Make
Connect ActiveMerge with Make to automate your entire document workflow. Clean and format data, trigger automatic PDF generation, and instantly deliver invoices to clients or team channels.
Connect to thousands of apps
Trigger ActiveMerge to generate documents using data from any of the thousands of apps supported by Make.
Clean and format data first
Use Make's built-in tools to format dates, clean text, or calculate totals before merging the data into your templates.
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Streamline document delivery
Automatically send generated PDFs or invoices to your cloud storage and email them to clients in a single workflow.
Build conditional workflows
Use visual routers to automatically select and generate different templates based on specific customer answers or order details.
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FAQs
How do I get started with Make?
Start by registering for Make. As a new Make user, you’ll automatically be assigned a free account. Once your account is set up, you can start creating your first scenarios. We recommend starting with our step-by-step video tutorial.
What is a scenario?
A scenario represents a workflow or a project of your own creation, and it is made up of a series of modules that automate apps and services. Creating a scenario allows you to transfer and transform data between apps and services via these modules to automate anything and improve the way you work.
What is a module?
Modules are the main building blocks of automation in Make. Modules represent actions that Make performs with an app, like creating, updating, or deleting data.
What is mapping?
Mapping links the modules in your scenario. When you map an item, you connect the data retrieved by one module to another module to perform the desired action. For example, you can map email addresses and subject lines to create a spreadsheet using this data.