For AI agents: a documentation index is available at the root level at /llms.txt and /llms-full.txt. Append /llms.txt to any URL for a page-level index, or .md for the markdown version of any page.
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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
Resources
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Use cases

Track contracts

View the progress of contracts based on their status as tickets

Key models and fields

TicketsGET
name
assignees
creator
due_date
CollectionsGET
name
description
type
TagsGET

Key features

  • Field Mappings

Typical sync frequency
Highest

Industries

Legal Services
SaaS Procurement
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Previous

Track compliance

Next

Analyze security controls

Built with

1. User authorizes ticketing access

Your user authorizes your application to access their ticketing platform via an OAuth or similar authorization flow through Merge Link.

Your Product's Frontend and Merge

2. Configure contract workflow

Determine how your customer will mark tickets in your product’s frontend that require legal review (i.e. a particular collection, tag, description, or assignee).

Your Product's Frontend

3. Set up alerts for contract tickets

Using Merge webhooks, set up alerts for tickets that match the workflow used by your customer.

Your Product's Backend

4. Update ticket progress

Use Merge’s POST and PATCH endpoints to update your customer on ticket progress, and post any evidence required.

Your Product's Backend
Automatically track contracts 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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