Use cases
Use these high-level walkthroughs to understand how your product works with Merge
Use these high-level walkthroughs to understand how your product works with Merge
Filter by key attributes to find the use case that matches your data needs, industry, or category.
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Look through our most popular use cases across our categories.
Allow your app or users to source candidates for a specific industry or vertical, and send those sourced candidates to an ATS
HRISAutomate bringing an employee population into your application, and keep their profiles up-to-date as their information changes
TCKTAnalyze the tickets assigned to individual users in order to better demonstrate a company's security controls
Allow your app or users to source candidates for a specific industry or vertical, and send those sourced candidates to an ATS
HRISAutomate bringing an employee population into your application, and keep their profiles up-to-date as their information changes
TCKTAnalyze the tickets assigned to individual users in order to better demonstrate a company's security controls
HRISTrack and show employee career development, based on past Employments and potential career tracks
TCKTUse ticketing data to track org level compliance with security standards such as SOC2
CRMSend sourced leads and contacts to your customers' CRMs
FILEPull and download relevant docs for security compliance controls
CRMSend messages based on deals being closed, or other events that occur in a CRM
CRMSet up outbounding campaigns automatically with contact information from your customers' CRMs
ATSEfficiently train data models using candidate, application, and interview data
FILEAn internal database syncs all documents related to a company, enabling users within the company to search and share documents
HRISTrack regulated workflows for your customers with employee information
CRMRecommend the best opportunities to follow up on to your users based on insights derived from CRM data
HRISTrack employee promotions, give org level visibility, and create employee rosters and directories by syncing employee and employment data
HRISAnalyze current compensation of employees based on demographics, pay rate, and potential field customizations
ACCTServe specific industries by either automating invoice or bill creation, or creating approval processes around invoice and bill creation
FILEPull files into your product so that any user can search and share that document
ACCTCreate budgets, predict runway, and provide other information based on key transaction information
HRISEfficiently train data models using employee data and compensation data
FILEUpload and organize signed contracts signed into a File Storage system
TCKTAnalyze the progress of a set of tickets
TCKTView the progress of contracts based on their status as tickets
ACCTWhen a vendor receipt gets generated in your application, do reconciliation in your application, and write the payment back to your customers' Accounting platform
ACCTRead and write contacts to keep your database of customers/suppliers in sync with your customer's Accounting platform
ACCTAutomate the classification and syncing of expenses from your application to your customer's Accounting platform
HRISAutomatically assign employee permissions, such as software seats, billing controls, or corporate cards, based on employee information
HRISAutomate gifts and messages for employees based on start date, birthday, departments, and more
TCKTEfficiently train data models using ticketing data
CRMGenerate accurate revenue forecasts using holistic information on open opportunities
ATSFollow candidates through pipeline. Provide analysis on first and last touch, time candidate has spent in a given stage, and more
ACCTEfficiently train data models using accounting data
HRISRead historic payroll data from employees
ATSPull in a job listing's information, including screening questions, into your product
HRISAnalyze employee population for Governance, Risk, and Compliance and other tools
ATSIngest job information from an ATS relating to a specific industry or vertical
ATSIngest information of candidates in an ATS in order to self duplicates and show current pipeline
HRISLook and analyze the payroll runs of given employees to get granular information per paycheck
ACCTAnalyze a company's spend, based on their bills and general expenses
HRISAssign employees certain learning or training tracks based on their department, location, tenure, or team
ACCTSimplify your customers' purchasing workflows by pushing purchase orders that originate within your application
ACCTReconcile payment receipts in your platform and communicate accounting receivable invoices and payments back to your customers' Accounting platform
CRMIdentify top-performing reps and derive recommendations for the entire sales team
CRMLeverage Merge's CRM API endpoints to efficiently train AI models around prospect recommendations, customer churn prediction, and more
ATSShow candidate journeys, such as interview stages, in your application
HRISIngest information about current employees, pay rates, and departments in order to forecast future headcount needs
ATSAnalyze trends and traits, match candidates to jobs based on algorithm