Add ActiveMerge to your AI agent
ActiveMerge automates document and image generation, document merging, e-signatures, file storage, and template-based workflows.
- Things your agent can do in ActiveMerge
- 13
Things your AI can do in ActiveMerge
Your FormWise AI can handle any of these in ActiveMerge — on its own, without you needing to click a button.
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.
Show 1 more thing it can do
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.
Built for the way you actually work
No code, no engineers
Connect in a few clicks and start using your AI right away. If you can use the apps you already love, you can do this.
Sounds like you, not like a bot
Train your AI on your offer, your voice, and the way you actually talk to clients — it picks up where you leave off.
Plugs into the stack you already use
No need to rip out your CRM, your scheduler, or your email tool. Your AI works inside the apps running your business today.
Your data stays yours
Client conversations, lists, and credentials are scoped to your workspace. Nothing gets shared, sold, or used to train anyone else’s AI.
What you can do once ActiveMerge is connected
Onboard new clients without lifting a finger
When someone signs up, your AI greets them, sets up their next step in ActiveMerge, and keeps the momentum going — even at 2am.
Reply to leads in seconds, not days
Your AI watches ActiveMerge for new inquiries, answers questions in your voice, and books the call before they cool off.
Get your weekends back
Hand off the repetitive ActiveMerge work — follow-ups, reminders, updates, simple admin — and stop being the bottleneck in your own business.
How to connect ActiveMerge to your agent
- 1
Start using FormWise for free
Sign up in under a minute.
- 2
Find ActiveMerge in your connected apps
Inside FormWise, go to Settings → Connected Services and look for ActiveMerge.
- 3
Hit "Connect"
Click "Connect ActiveMerge" and log in like you normally would. We only ask for the permissions your AI actually needs.
- 4
Tell your AI what to do in ActiveMerge
Build a quick AI Agent (it's like writing instructions, not code), and pick the ActiveMerge actions you want your AI to handle.
- 5
Watch it run
Send it a real-world task and watch your AI take care of ActiveMerge for you. Tweak the wording until it feels just right.
Powered by the AI you already trust
Your ActiveMerge workflow runs on the same world-class AI used by ChatGPT, Claude, and Gemini. We handle the technical part — you just tell your AI what to do, in plain English.
- OpenAI
- Anthropic Claude
- Google Gemini
Questions other ActiveMerge users had before signing up
Do I need to know how to code?
Not even a little. If you can use ActiveMerge today, you can set this up. You'll connect ActiveMerge, tell your AI what it should help with, and you're live. The whole thing is built for coaches, course creators, agencies, and operators — not engineers.
Will my clients know they're talking to an AI?
Only if you want them to. Your FormWise AI is trained on your voice, your offer, and the way you actually communicate — so it sounds like a thoughtful team member, not a clunky chatbot. Most people can't tell.
Can I make it sound like me?
Yes. You can give your AI examples of how you write, the questions you usually ask new clients, the way you handle objections, and the language you use about your offer. The more you give it, the more it sounds like you wrote it.
What if I want to take over a conversation?
You're always in control. You can step in at any point, take over from your AI, or stop it from sending messages until you've reviewed them. Think of it as a teammate, not a replacement.
Is my client data safe?
Yes. Your ActiveMerge login and client information stay scoped to your workspace. We don't sell it, we don't share it, and we don't use your data to train anyone else's AI. You can disconnect ActiveMerge or delete everything any time.
What happens when ActiveMerge updates their app?
We handle it. When ActiveMerge adds new features or changes how something works, we update the integration in the background. You don't have to do anything — your AI just keeps working.
How fast can I actually get this running?
Most people are up and running the same day they sign up. Connecting ActiveMerge takes a few minutes. Teaching your AI to handle the work the way you'd want it done is the part worth slowing down for.
What is FormWise?
FormWise is the AI agent builder for coaches, course creators, and agencies. You connect the apps you already use — like ActiveMerge — train your AI on your offer and voice, and let it handle the work you've been doing manually: onboarding, follow-ups, support, admin. No code, no developers, no engineering team required.
Can I sell AI agents to my clients?
Yes. A lot of FormWise users build AI assistants and sell them as part of their offer — done-for-you AI setups, white-label assistants for client businesses, custom GPTs trained on a client's brand. You can charge a setup fee, a monthly retainer, or both.
Can I embed my AI on my website or in my course?
Yes. Every AI you build in FormWise can be embedded on your site, dropped into your course platform, or shared as a standalone link. Your clients and students just open it like any other web page — no app to download, no login hoops.
Do I need to know anything about AI to use this?
No. If you can describe what you want your AI to do in plain English — "greet new clients, ask these 3 questions, book them a call" — FormWise can build it. We handle the models, the prompts, the connections. You handle the part you already know: what your business actually needs.
About ActiveMerge on FormWise
ActiveMerge automates document and image generation, document merging, e-signatures, file storage, and template-based workflows.
Connect ActiveMerge once and your FormWise AI gets 13 things it can do inside it. That means your AI can handle the ActiveMerge work in your business — the messages, the updates, the follow-ups, the admin — the way you would, just faster and around the clock.
You don't need to know how any of it works under the hood. We take care of keeping the connection alive, retrying if something fails, and making sure your data only ever moves where you tell it to.
New to ActiveMerge? Take a look at app.activemerge.com.
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Stop doing the ActiveMerge work yourself
Hand it off to an AI assistant that sounds like you, works around the clock, and never forgets a follow-up. Free to start.