Beyond-Bot.ai + ActiveMerge

ActiveMerge automates document and image generation, document merging, e-signatures, file storage, and template-based workflows.

documentscomposioexperimentalNo managed auth

What You Can Do with this Integration

Automate Data Entry

Automatically sync new contacts or deals from Beyond-Bot.ai to ActiveMerge.

Enrich Customer Profiles

Use Beyond-Bot.ai to find and add new information to your records in ActiveMerge.

Trigger Workflows

Start automated workflows in ActiveMerge based on conversations with your virtual expert.

Available Actions

Here are the specific actions your virtual expert can perform within ActiveMerge.

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.

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.

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.

Get Credits

Get total, used, remaining, plan, and prepaid ActiveMerge credits before running credit-consuming generation tools.

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.

Get Document Template Placeholders

Return the case-sensitive placeholder names required by one document template.

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.

Get Image Generation

Get an image-generation job's progress, credit usage, errors, and temporary ZIP download URL when complete.

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.

Get Workflows

List available ActiveMerge workflows, or return the case-sensitive placeholders for one workflow when workflow_id is supplied.

List Document Templates

List document templates available to the connected ActiveMerge account, including the unique template IDs needed for placeholder lookup and generation.

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.

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.