Merge

Triggers when new or updated accounts are detected.

Triggers when new or updated benefits records are retrieved from the HRIS system.

Triggers when new or updated contacts are detected.

Triggers when new dependent records are available.

Triggers when a new employee is created or an existing employee is updated in the connected HRIS system.

Triggers when employment records are created or updated.

Triggers when a group is created or updated.

Triggers when a new lead is created or updated in Merge CRM.

Triggers when new or updated notes are detected in Merge CRM using the /notes list endpoint.

Triggers when new or updated opportunities are detected using the Merge CRM /opportunities endpoint.

Triggers when new or updated tasks are detected in the CRM.

Triggers when new time off requests are added or updated.

Triggers when new time off balances are available or updated.

Triggers when new or updated user records are detected.

Triggers when new or updated pipeline stages are detected using the Merge CRM /stages endpoint.

Creates a new account object in Merge CRM.

Creates a new contact object in Merge CRM.

Creates an Engagement object in the CRM with the given values.

Marks a specific contact as ignored, nullifies properties, and prevents future synchronization. Requires a reason and message.

Ignores a specific employee record based on the model ID. The record will be nullified and excluded from future syncs. Reason and message are stored for audit purposes.

Ignores a specific row based on the model ID in the URL. These records will have their properties set to null, and will not be updated in future syncs. The "reason" and "message" fields in the request body will be stored for audit purposes.

Creates a lead object with the given values in Merge CRM.

Creates a note object with the given values in Merge CRM.

Creates a new opportunity in Merge CRM with the specified values.

Creates a new timesheet entry for an employee in Merge HRIS.

Retrieves a single account object by its unique account ID in the CRM.

Retrieves a list of accounts from the connected CRM system.

Returns metadata for CRM account POSTs.

Retrieves metadata for updating an account, including supported writable fields and field types for the connected CRM. Use this to see which fields are allowed in PATCH /accounts/{id}.

Retrieves a paginated list of bank info records for the connected account, supporting cursor-based automatic pagination.

Returns a BankInfo object with the given ID.

Retrieves a paginated list of benefit records from the integrated HRIS platform. The module supports filtering by employee, date ranges, remote ID, creation/modification windows, and includes options for returning deleted data, remote provider data, shell records, and expanded relations.

Retrieves a single benefit record from Merge HRIS using its unique ID.

Retrieves a paginated list of company records from the Merge HRIS API, with optional filtering by creation dates, modification dates, deletion flags, remote data, and more.

Creates a Task object in Merge CRM with the given values. Supports optional fields such as owner, account, opportunity, due date, and status.

Creates a time-off object with the given values.

Fetches a single company object from the HRIS system by its unique ID. Supports optional inclusion of remote data and shell records.

Retrieves a single CRM contact from Merge by its Contact ID. Optionally expands related objects and includes remote or shell data.

Returns a paginated list of contacts from the CRM integration. Supports filtering, remote data options, and all query parameters available in Merge's CRM Contacts endpoint.

Returns metadata for CRM contact POSTs, including all fields required or optional when creating a new contact in the CRM.

Returns metadata for CRM Contact POST requests in the Merge API.

Retrieves a specific Dependent object using its unique ID. Supports optional inclusion of remote, sensitive, or shell data.

Fetches a list of Dependent objects from the HRIS system, supporting filtering by employee, creation or modification dates, and optional inclusion of remote or sensitive data.

Fetches a single EmployerBenefit object by its ID.

Retrieves a paginated list of employer benefit objects with optional filtering.

Returns a single employee object using the provided employee ID.

Retrieves a single Employee Payroll Run object using its Merge Employee Payroll Run ID.

Retrieves a list of Employee Payroll Run objects, including payroll start and end dates, associated employees, and other relevant payroll information. Supports filtering by employee, payroll run, creation/modification dates, and pagination.

Returns metadata for creating employee records, including required fields, optional fields, and enum information.

Retrieves a list of Employee objects from BambooHR via the Merge HRIS API.

Returns a list of employment objects.

Returns an employment object with the given ID.

Retrieves an engagement object using the provided unique ID.

Retrieves a list of Engagement objects from Merge CRM with optional filters and automatic pagination.

Returns metadata for engagement posts in the CRM.

Retrieves a list of engagement type objects from Merge CRM with optional filters and automatic pagination.

Retrieves a single engagement type by its unique ID in the CRM.

Retrieves a single group object using its unique ID.

Fetches a list of group objects from the connected HRIS system. Supports filtering by creation/modification date, type, team usage, and remote ID.

Retrieves a lead object by its unique ID from Merge CRM.

Returns a list of CRM lead objects from Merge with automatic pagination support.

Returns metadata for lead POSTs in the CRM.

Retrieves a paginated list of location objects.

Retrieves a location object by its ID.

Returns a note object with the given ID from Merge CRM.

Retrieves a paginated list of note objects from Merge CRM.

Retrieves metadata for a note's post endpoint from the Merge CRM.

Returns a list of opportunity objects from Merge CRM. Supports filtering by account, owner, stage, status, date ranges, and auto-pagination to fetch all results.

Retrieves an opportunity object by its unique ID from Merge CRM.

Returns metadata for opportunity PATCH requests.

Returns metadata for Opportunity POSTs from Merge CRM.

Returns a single Pay Group object from Merge HRIS using its unique ID. Supports including remote or shell data.

Returns a list of pay group objects from Merge HRIS, supporting filtering by creation or modification dates, pagination, and including deleted or remote data.

Returns a list of payroll run objects from Merge HRIS. Supports filtering by creation, start, end, modification dates, run type, and pagination.

Returns a single payroll run object from Merge HRIS using its unique ID. Supports including remote or shell data.

Returns a stage object with the given ID from the CRM.

Returns a list of stage objects from Merge CRM, supporting filtering by creation or modification dates, deleted data, and auto-pagination to fetch all results.

Returns a task object with the given ID.

Returns a list of task objects from Merge CRM. Supports filtering by creation or modification dates, deleted data, expansion of relations, and auto-pagination to fetch all results.

Returns metadata for task POSTs in the CRM.

Returns a list of Time Off objects from Merge HRIS. Supports filtering by employee, approver, dates, status, and request type, with pagination.

Returns a list of TimeOffBalance objects by the specified ID.

Returns a list of TimeOffBalance objects, optionally filtered by employee, policy type, date ranges, or pagination.

Retrieves the full details of a single TimeOff object by its ID.

Returns metadata for TimeOff POSTs.

Fetches a list of timesheet entries from Merge HRIS. Supports filtering by date, employee, and pagination.

Fetches metadata for creating timesheet entries, including required fields and field types.

Returns a user object with the given ID in the CRM.

Returns a paginated list of users from the CRM integration.

Performs an arbitrary API call to a specified endpoint.

Updates an existing account object using the provided account ID.

Updates an existing CRM contact by ID. All fields are optional; only provided values are updated. Supports debug mode and asynchronous third-party updates.

Updates an engagement object in Merge CRM by its unique ID.

Updates an opportunity with the given ID in the CRM.

Updates a task object with the given ID in Merge CRM.