Build communication workflows on top of Merlin CRM.
Connect your apps, websites, internal systems, and customer workflows to Merlin’s communication layer. Use the API to create contacts, update records, search customers, trigger automations, send SMS, and launch voice communication from your own tools.
POST /api
Content-Type: application/json
[
{
"type": "NEW",
"Number": "+16193596440",
"Email": "[email protected]",
"Fname": "First",
"Lname": "Last",
"Opportunitie": true
}
]
Push customer data into Merlin and turn website forms, app events, service requests, and sales activity into follow-up workflows your team can act on.
Use Merlin as the customer engagement engine behind your software.
Whether you are building a custom portal, automating customer notifications, connecting an internal dashboard, or syncing data from another platform, Merlin gives your system a practical way to communicate and follow up.
Connect external systems
Send contact data into Merlin from websites, apps, CRMs, forms, portals, booking systems, billing tools, or internal business software.
Trigger customer actions
Start follow-ups, add contacts to automations, send messages, launch voice actions, and create opportunities from events inside your own platform.
Move faster with simple examples
The API documentation includes implementation examples you can copy, modify, and adapt to fit your workflow.
Built for real business workflows, not just test environments.
Merlin’s developer tools are focused on practical customer communication: contacts, searches, automations, SMS, calls, and opportunity-driven engagement.
- Create, edit, delete, and search contact records from your own system.
- Add customers to Merlin automations when a business event happens.
- Send SMS or voice communication through Merlin workflows.
- Connect customer interactions to sales and service follow-up.
Create and manage customer records
Add new contacts, update existing contact data, remove records when needed, and search customer profiles by name or contact ID.
Add contacts to workflows
Push contacts into active Merlin automations so your follow-up sequences can start automatically after external events.
Send text communication
Use Merlin to support SMS-based notifications, reminders, service updates, sales follow-ups, and customer engagement campaigns.
Launch call actions
Connect voice communication into your business workflow when a customer needs a call, reminder, alert, or guided follow-up.
Where developers can plug Merlin into the customer journey.
Use Merlin when your system needs to capture customer intent, notify people, route follow-ups, or give your sales and service team a cleaner operational workflow.
Website forms and landing pages
Send new inquiries directly into Merlin, mark them as opportunities, and trigger follow-up workflows without manual copy/paste.
Booking and appointment systems
Create reminders, confirmations, rescheduling messages, and post-appointment follow-ups from scheduling events.
Customer portals
Let users update details, request service, or trigger support workflows while keeping the customer profile updated in Merlin.
Internal dashboards
Give your team a way to push operational events into Merlin for communication, tracking, and follow-up.
Sales and lead routing
Create opportunities from inbound actions and help teams follow up faster through automated messaging and call workflows.
Service notifications
Notify customers about updates, reminders, renewals, support cases, delivery status, or account-related activity.
Start with the API documentation, then connect your workflow.
The fastest path is to identify the customer event you want to capture, map the data fields, test your JSON request, and connect the result to a Merlin communication or automation workflow.
Choose the event
Start with a form submission, account action, appointment, payment, support request, or internal workflow trigger.
Map customer data
Prepare the contact details and custom fields your Merlin account needs to create useful customer records.
Send the request
Use JSON through the documented examples to create, update, search, message, call, or automate contacts.
Automate follow-up
Connect the result to Merlin workflows so teams can respond faster and customer engagement does not get lost.
Build your next customer communication workflow with Merlin.
Review the API documentation, connect your system, and use Merlin CRM to turn customer events into structured communication, automation, and sales opportunities.
API documentation includes examples for contacts, automations, calls, and SMS workflows.