Fill DocuMerge templates with browser data automatically
Use PixieBrix to customize and automate any tool you already use, right in your browser.
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"PixieBrix has solved one of our hardest operational problems - streamlining communication & product updates across support teams. Tracking and keeping everyone in the loop has yielded better agent performance, customer satisfaction & taken a huge burden off management."

Thatcher Foster

VP, Client Solutions

Top reasons to automate DocuMerge in the browser
Auto-extract merge fields from any CRM record or web page and send to DocuMerge
Add a one-click "Merge Document" button to any web app in your browser
Standardize merge data by sourcing it from the page instead of manual entry
Preview and send merged documents without leaving the originating tool
Build reusable merge workflows shared across your team in the browser
Unlike Zapier, PixieBrix acts in real time inside the browser, triggering merges instantly
Integrate DocuMerge with 3000+ apps
DocuMerge frustrations that cost your team hours every week
  • Manually entering merge data from CRM or other tools into DocuMerge
  • Context switching between data source tools and document generation
  • No quick trigger to create a merged document from a browser record
  • Inconsistent data quality when fields are filled manually across team members
  • Repetitive effort re-entering merge fields for similar documents

Chat with AI to create your first custom workflow

Read this page and list all the data points needed to complete a DocuMerge template
Pull client details from this CRM record and create a merged document
Check that all required merge fields are present and correctly formatted on this page
Extract the parties, dates, and terms from this page for a contract document merge
Reformat the address data on this page for use in a DocuMerge mailing template
Collect merge data from this list view for batch document generation

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Frequently Asked Questions

PixieBrix is designed for teams that want to move faster without heavy engineering effort. It is commonly used by support teams, operations teams, product teams, and technical teams who need to connect tools, reduce manual work, and ensure the right information reaches the right people at the right time.

PixieBrix is a browser-based automation platform that lets you customize how the tools you already use work together. It allows teams to add context, automate workflows, and create guided experiences across apps like support tools, internal dashboards, and SaaS products without building or maintaining custom integrations.

PixieBrix works by layering automation directly into the browser. It can read data from the page you are viewing, connect to APIs, and trigger actions like sending messages, filling forms, or enriching data in real time. This lets teams automate workflows exactly where work is already happening.

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