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Get startedAPI referenceImplementation
Get startedAPI referenceImplementation
    • Overview
    • Introduction
    • Unified API
    • Linked Account
    • Merge Link
    • Use cases
      • Analyze compensation
      • Analyze payroll runs
      • Analyze project status
      • Analyze spend
      • Assign trainings
      • Auto provision
      • Automate gifts
      • Candidate journey recruiters
      • Candidate journey
      • Candidate matchmaking
      • Career development
      • Collect security evidence
      • Contact information
      • Create invoices
      • Create purchase orders
      • Customer payment reconciliation
      • Deal notifications
      • Employee analysis (GRC)
      • Enrich compliance data
      • Financial analysis
      • Forecast revenue
      • Headcount planning
      • Historical payroll
      • Internal database
      • Onboard and offboard
      • Opportunity recommendations
      • Org chart
      • Sales rep performance
      • Share specific documents
      • Source candidates
      • Source leads
      • Surface open jobs
      • Surface screening questions
      • Sync customers or suppliers
      • Sync expenses
      • Talent pool visibility
      • Track compliance
      • Track contracts
      • Track security controls
      • Train AI accounting
      • Train AI ATS
      • Train AI CRM
      • Train AI HRIS
      • Train AI ticketing
      • Upload contracts file
      • Vendor reconciliation
UnifiedAgent HandlerGateway
UnifiedAgent HandlerGateway
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Use cases

Internal database

An internal database syncs all documents related to a company, enabling users within the company to conduct efficient searches

Key models and fields

FoldersGET
name
folder_url
description
parent_folder
drive
FilesGET
name
file_url
description
permissions

Key features

  • Webhooks

Typical sync frequency
Highest

Industries

Employee Engagement Software

See this use case in action:

Assembly logo
Case study

How Merge Unblocked 10x in Sales for Assembly

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Historic payroll

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Onboard and offboard

Built with

1. Users authorize file storage access

Your user authorizes your application to access their file storage service (e.g., Google Drive, Dropbox) via an OAuth or similar authorization flow through Merge Link.

Your Product's Frontend and Merge

2. Fetch files and folders

Utilize GET /Files and GET /Folders to fetch all relevant documents and folders from the designated file storage platform associated with the company.

Merge and Third-Party Platforms

Set up webhooks so that the latest file updates are being reflected.

3. Check user access to files

You may want to make sure other un-linked users can only see the files they have access to. Use the query parameter expand=permissions with GET /Files to see who has access to a file. Additionally, fetch user’s email addresses in GET /Users to match your product’s users with the 3rd-party platform’s users.

Your Product's Backend

4. Database population

Populate the internal database with the fetched documents, ensuring comprehensive indexing and organization for efficient search capabilities.

Your Product's Backend

5. Build search optimization and filters

Enhance your document search feature with optimized algorithms and filters to facilitate quick and accurate document retrieval based on various search parameters, such as file names, content keywords, and metadata. You can even leverage AI to help get answers to your employees with the documents’ data.

Your Product's Backend

6. Create a friendly UI search experience

Build the frontend of how you want the search user experience to be. Employees can now easily find relevant documents and answers in an instant!

Your Product's Frontend
Build an internal document database with Merge

Integrate today or talk to our sales team to learn how Merge unlocks hundreds of integrations in days - not years.


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