Dataflow Automation

What you need to know

• What is Dataflow Automation?
• What is a Dataflow Automation Connection?
• What is Webmerge?
• How do I setup a Webmerge connection?

Also, check out:

• Webmerge Connection Video

What is Dataflow Automation?

Dataflow Automation provides organizations Big Data capabilities including long term storage, data management, processing and integration without having to invest millions of dollars and a dedicated team.  

Click here for more information on Dataflow Automation.

What is a Dataflow Automation Connection?

A Connection stores information that is used to communicate with the Actions that exist in your Dataflows. There are several types of Connections supported by Dataflow Automation such as Email, PDF Reports, iFormBuilder, SQL Server, Documents, Zerion Reports and more.

What is Webmerge?

WebMerge is an online platform that allows you to easily collect data, populate a document and send it to any contact automatically. We provide you with flexible document types, dynamic content, and delivery options that fit your business needs.

Click here for more information on Webmerge.

How do I setup a Webmerge connection?

To setup a Webmerge connection withing Dataflow Automation, please follow the steps below.

Step 1

From the Dataflow Automation interface, click Connections.

Step 2

Select + New Connection.

Step 3

Name you connection and choose the Webmerge type.

Step 4

From your Webmerge account, hover over the user icon and select API Access.

Step 5

Select Click here to create an API Key!

Step 6

Name your API Key and click Create Key.

You will be given both a Key and Secret.

Step 7

Back in the Dataflow Automation interface, copy and paste the Key and Secret into the appropriate field and click Save.

Your Webmerge Connection is now ready for use.

This video demonstrates how to connect to a Webmerge account within Dataflow Automation.

PLEASE NOTE: To get a Webmerge account, click the link here.