Connect Circleback and DocuMerge to power AI-driven automation

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Choose a Trigger

Choose an Action

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Zapier makes it easy to integrate Circleback with DocuMerge - no code necessary. See how you can get setup in minutes.

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Automations" from Circleback.

Add your action

An action happens after the trigger—such as "Combine Files" in DocuMerge.

You’re connected!

Zapier seamlessly connects Circleback and DocuMerge, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Automation step
  Required
Trigger
Instant
Try It
New Merged Route
Triggers when a merged/populated route is created.
Trigger
Instant
Try It
- File
  Required
Action
Write
- Document Key
Action
Write

New Merged Document
Triggers when a merged/populated document is created.
Trigger
Instant
Try It
- Output
  Required
- File 1
  Required
- File 2
  Required
- File 3
- File 4
- File 5
Action
Write
- Data Route Key
Action
Write
- File
  Required
Action
Write

For AI agents & developers

Use Circleback and DocuMerge with AI agents and code

Beyond Zap workflows. Call Circleback and DocuMerge actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.

No code

Connect via Zapier MCP

Expose Circleback and DocuMerge actions as tools in any MCP client. Authenticate once, then call them in natural language.

Example actions on this page

Combine Files

Works with

Claude · ChatGPT · Cursor · any MCP-compatible client

Connect Zapier MCP

Typescript

Call from code with the Zapier SDK

Trigger Circleback and DocuMerge actions from backend services, scripts, or agent code.

Install

# TypeScript / Node
npm install @zapier/zapier-sdk

Run an action

import { createZapierSdk } from '@zapier/zapier-sdk';

const zapier = createZapierSdk();
await zapier.runAction({ /* circleback / documerge action */ });

Run the SDK docs

There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect Circleback and DocuMerge to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

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Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

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Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your Circleback to DocuMerge integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Circleback

Circleback provides AI-powered meeting notes and automations.

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Related categories

Productivity

About DocuMerge

DocuMerge is a tool for automating document workflows. Seamlessly connect to your apps for efficient document management.

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