Connect Outlook with Salesforce so you capture emails and internal notes as Salesforce Tasks in real time. The logging core parses valid recipients, associates messages to the right Account, Contact, Lead, or Opportunity, and attaches the email content and files to the Task. You reduce manual logging, keep activity history complete, and improve sales visibility and compliance. Available today on all plans.

You can configure Task fields and ownership to match your process. You can include notes, thread IDs, and original timestamps, with built‑in safeguards to avoid duplicates.

Use Case: Prepayments on Invoice Line Items

Add prepayment configurations to automatically split multi‑period costs into recognition schedules and line items. You define start/end dates, recognition cadence, and GL mappings once; the system creates accurate invoice lines and the associated recognition plan so you can close faster with fewer adjustments. Available today on all plans.

Preview schedules before posting, lock source amounts, and route exceptions for approval. Use GL code rules to align recognition with your chart of accounts and export clean data to your downstream system. When creating or reviewing invoices, use Prepayment in the line item editor to apply and preview the schedule.

Ingest PDFs, images, and emails, extract fields with OCR, and automate downstream actions from a single workflow. The pipeline normalizes date and currency formats, validates required fields, and populates your forms and line items so you can process invoices, receipts, and supporting docs with less manual entry. Available today on all plans.

October 2025 changelog

MergePoint now provides dedicated approval controls that enable users to make informed decisions on assigned tasks while maintaining comprehensive audit trails.

The decision (approve or reject) is recorded in the 

Users can review task details thoroughly before accessing the action controls. The approval process includes a confirmation modal that allows for final comment addition before saving the decision, ensuring all approvals are intentional and properly documented.

Task Review & Approval

High-volume operations require consistent task management across different process types. The adaptive interface handles all workflow variations within the same management view.

Core task management capabilities include:

The system scales with automation growth. As teams add new workflow types with different data requirements, the interface automatically adapts to provide consistent task management without requiring separate tools or training for each process type.

Mergepoint changelog

October 2025 changelog

Task Review & Approval

All Human Tasks in One Dynamic Table