DocuMerge integration
Merge and generate documents with dynamic data. Use DocuMerge from Zoft voice agents, chat agents, workflows and AI employees.
- API key
- 5 actions
- 2 triggers
- Starts with
New Merged Route - ZoftAgent or workflow decides what happens next
- Then in DocuMergeCreate Document Merge
- AndCreate Data Route Merge
Zoft + DocuMerge
What Zoft can do with DocuMerge.
- 01Voice agentsA phone agent can use DocuMerge actions such as Create Document Merge and Create Data Route Merge during the call, then hand off to a person when it should.
- 02Chat agentsThe same agent on web chat, WhatsApp or SMS can look up and update DocuMerge while it talks to the customer.
- 03WorkflowsStart a workflow when “New Merged Route” happens in DocuMerge, or use DocuMerge as any step on the canvas.
- 04AI employeesAn AI employee can find and use DocuMerge actions on its own, and ask for your approval before it sends or changes anything important.
Actions 5
Things Zoft can do in DocuMerge.
- Split PDFExtract or remove specific pages from a PDF file
- Combine FilesCombine multiple files into a single PDF or DOCX
- Convert File to PDFConvert a given file to PDF
- Create Document MergeSend data to your Merge URL
- Create Data Route MergeSend data to your Data Route URL
Triggers 2
Events in DocuMerge that can start a workflow.
- New Merged RouteTriggers when a merged/populated route is created
- New Merged DocumentTriggers when a merged/populated document is created
Setup
Connect DocuMerge in three steps.
- 01ConnectChoose DocuMerge in Connections and paste an API key from your DocuMerge account.
- 02Put it to workAdd DocuMerge as a workflow step, or let a voice agent, chat agent or AI employee use it as a tool.
- 03Review every runAdd approvals where you want a person in the loop. Every run leaves a record you can check.
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FAQ
DocuMerge on Zoft, answered.
What can Zoft do with DocuMerge?
Zoft supports 5 actions and 2 triggers for DocuMerge. You can use them as workflow steps, and voice agents, chat agents and AI employees can call them as tools.
How do I connect DocuMerge to Zoft?
Choose DocuMerge in Connections and paste an API key from your DocuMerge account.
Can a voice agent or chat agent use DocuMerge?
Yes. Once DocuMerge is connected, a voice agent or chat agent can use its actions during a conversation. Permissions control which actions each agent can use.
Can an AI employee work in DocuMerge without supervision?
Only as far as you allow. AI employees ask for approval before sensitive steps, and every run leaves a record you can review.