[Announcement] Enhanced Merge APIs of Zoho Writer for automating document generation using Zoho Apps data

[Announcement] Enhanced Merge APIs of Zoho Writer for automating document generation using Zoho Apps data

Hi users,
 
With the record_id parameter in Zoho Writer's Merge APIs, fields related to the given record id is automatically fetched from the Zoho app. You don't have to spend time manually mapping the records and fields in the Deluge code.

Here is a sample code with the merge_data parameter and the new record_id parameter to show the benefit of record_id parameter  :

Sample code with record_id parameter:



Sample code with merge_data parameter:


Here's a quick look how record_id parameter simplifies document generation:

With 'merge_data' parameter
With 'record_id' parameter
Manually map the required fields with their record values to construct merge data in your Deluge function.
The required records and their fields are fetched and mapped automatically using the record id.
Prone to human errors.
Accurate and error free.
Requires intensive time and effort.
Saves time and effort.
 

Zoho apps supported by the Merge APIs

At the moment, the Merge APIs integrate with these Zoho apps to fetch the relevant records using the record_id:
  • Zoho CRM
  • Zoho Creator
  • Bigin
  • Zoho Recruit
 
Use the record_id parameter in Zoho Writer's Merge APIs and let us know your feedback at support@zohowriter.com or support@eu.zohowriter.com or in the comments.
 
Regards,
Team Zoho Writer

    Access your files securely from anywhere

        Zoho FSM Video Tutorials


              All-in-one knowledge management and training platform for your employees and customers.






                                    Zoho Developer Community




                                                          • Desk Community Learning Series


                                                          • Digest


                                                          • Functions


                                                          • Meetups


                                                          • Kbase


                                                          • Resources


                                                          • Glossary


                                                          • Desk Marketplace


                                                          • MVP Corner


                                                          • Word of the Day


                                                          • Ask the Experts



                                                                    • Sticky Posts

                                                                    • [Announcement] Insert image from URL changes in Zoho Writer

                                                                      Hi Zoho Writer users! We'd like to let you know that we've changed the behavior of the Insert image from URL option in Zoho Writer for security reasons. Earlier behavior Once you inserted an image URL in a Writer document, the image would be fetched from
                                                                    • Deprecation of certain URL patterns for published Zoho Writer documents

                                                                      Hi Zoho Writer users! We'd like to let you know that we have deprecated certain URL patterns for published and embedded documents in Zoho Writer due to security reasons. If the published or embedded documents are in any of these URL patterns, then their
                                                                    • Introducing plagiarism checker in Zoho Writer

                                                                      Zia, Zoho Writer's AI-driven writing assistant, now highlights plagiarized and duplicated content in addition to offering contextual grammar and writing suggestions to help you write clearly and concisely in English. Zoho Writer's plagiarism reports Here
                                                                    • [Important announcement] Impact of Google's new email guidelines for Zoho Writer automation users

                                                                      Hi users, Google has recently announced new guidelines for sending emails to Gmail and other Google-hosted domains. These guidelines will be effective starting Feb. 1, 2024, and can impact the delivery of emails sent from Zoho Writer. Your organization
                                                                    • Transitioning from MS Word to Writer: A complete walkthrough

                                                                      Hello everyone! We understand moving to a new word processing tool can be difficult, especially if it means switching from a legacy software like MS Word. That's why we've organized an exclusive webinar where we talk you through ways to make your switch from MS Word to Writer as easy as possible. In this webinar, you'll learn: - Why Writer is a simple yet powerful alternative to MS Word. - How to locate your favorite MS Word features and functions in Writer.  - How to migrate your Word documents


                                                                    Manage your brands on social media



                                                                          Zoho TeamInbox Resources



                                                                              Zoho CRM Plus Resources

                                                                                Zoho Books Resources


                                                                                  Zoho Billing Resources

                                                                                    Zoho Projects Resources


                                                                                      Zoho Sprints Resources


                                                                                        Qntrl Resources


                                                                                          Zoho Creator Resources



                                                                                              Zoho CRM Resources

                                                                                              • CRM Community Learning Series

                                                                                                CRM Community Learning Series


                                                                                              • Kaizen

                                                                                                Kaizen

                                                                                              • Functions

                                                                                                Functions

                                                                                              • Meetups

                                                                                                Meetups

                                                                                              • Kbase

                                                                                                Kbase

                                                                                              • Resources

                                                                                                Resources

                                                                                              • Digest

                                                                                                Digest

                                                                                              • CRM Marketplace

                                                                                                CRM Marketplace

                                                                                              • MVP Corner

                                                                                                MVP Corner









                                                                                                  Design. Discuss. Deliver.

                                                                                                  Create visually engaging stories with Zoho Show.

                                                                                                  Get Started Now


                                                                                                    Zoho Show Resources

                                                                                                      Zoho Writer

                                                                                                      Get Started. Write Away!

                                                                                                      Writer is a powerful online word processor, designed for collaborative work.

                                                                                                        Zoho CRM コンテンツ




                                                                                                          Nederlandse Hulpbronnen


                                                                                                              ご検討中の方





                                                                                                                        • Recent Topics

                                                                                                                        • Check out in Meetings

                                                                                                                          Why there is no check out in Meetings of Zoho CRM, very difficult to track Moderation Update: Meeting Check-out is in our roadmap and is currently in the development analysis phase. Development is yet to start, and we'll post an update here once it
                                                                                                                        • Custom View - Sort by Custom Field

                                                                                                                          I created a custom field for our Engineering team to know which tickets to work first by numbering them.  I created a custom view to general data which includes the Engineering Priority.  However, I cannot sort the Engineering Priority column ascending
                                                                                                                        • Zoho Marketing Automation Cannot Sync Lookiup Fields

                                                                                                                          Hello all, It seems that Zoho MA cannot sync Lookup fields from the CRM. Can you confirm if this is the case? Is there a workaround? Do you know if Campaigns can sync with custom modules and also with Lookup field in the CRM? Thank you!
                                                                                                                        • Why does Analytics keep pulling in IDs?

                                                                                                                          Every time I pull in Job Reference/Name data it inputs it as an ID number instead of the actual name. Its impossible to find anything. Is there a way to fix this?
                                                                                                                        • Feature request - pin or flag note

                                                                                                                          Hi, It would be great if you could either pin or flag one or more notes so that they remain visible when there are a bunch of notes and some get hidden in the list. Sometimes you are looking for a particular name that gets lost in a bunch of less important
                                                                                                                        • CRM x WorkDrive: We're rolling out the WorkDrive-powered file storage experience for existing users

                                                                                                                          Release plan: Gradual rollout to customers without file storage add-ons, in this order: 1. Standalone CRM 2. CRM Plus and Zoho One DCs: All | Editions: All Available now for: - Standalone CRM accounts in Free and Standard editions without file storage
                                                                                                                        • Zoho Assist Remote Desktop on Android grey screen

                                                                                                                          With Zoho Assist Remote Desktop for Android when I connect to an unattended device I see only a Grey Screen. It worked fine before. This is a recently issue. I tried to clean data and cache, reinstall app, try and old version... but nothing. Always grey
                                                                                                                        • Global Sets for Multi-Select pick lists

                                                                                                                          When is this feature coming to Zoho CRM? It would be very useful now we have got used to having it for the normal pick lists.
                                                                                                                        • Change 'default' project dashboard

                                                                                                                          Is it possible to change the default project dashboard for all projects? Both in layout and in what widgets are shown? We have a lot of (short-running) projects and I want to quickly see the tasks and milestones when I open a Project, but I don't want to change the layout for all my projects manually. Thanks, Menno
                                                                                                                        • Unbilled Items from Purchase orders

                                                                                                                          Hi, I was wondering if there is a way for me to generate a report for the sum amount of unbilled items in open PO or partially billed PO. this info would be helpful for better cash flow management and for foreseeing any issues for unjustified delays for
                                                                                                                        • Discount Per Item / Option Removed

                                                                                                                          Hi, I was using Zoho Books for three years now and very saticfied. Now, as we try to add an invoice, we founds that the discount option per item was takn away, and a discount from total was implemented. However, we have cases when we add a diffrent discount to each item. Was this option removed permanently? Thanks, 
                                                                                                                        • Allow Reauthorizing CRM Connections Without Revoking First

                                                                                                                          Currently, when a Zoho CRM connection needs to be reauthorized or authorized with another account, we first have to revoke the existing authorization and then authorize it again. This creates a gap where the connection is unavailable, and any functions,
                                                                                                                        • Zoho Projects - Mobile App - Creating Related Issue On Task View

                                                                                                                          Hi Projects Team, I'm working with a client who wants to use Zoho Projects for their field service work. So far it is working find (and I am aware of FSM, but the client is happy with Projects). One thing they have raise with me as a frustration is that
                                                                                                                        • 👍 Zoho CRM's Notes now gets Reactions and a new look

                                                                                                                          Available in SA and JP DCs. Rolling out to other DCs in phases. Hello everyone, Notes help users capture important updates, collaborate with teammates, and maintain context for records. Now with Note Reactions, users can quickly acknowledge updates, express
                                                                                                                        • Track All Emails from Company Domain

                                                                                                                          For our business model, it's almost impossible to keep track of all emails sent to clients, under the way ZohoCRM currently tracks emails to customer records via the user account only. We'd like to see a way of tracking emails via domain only, separate
                                                                                                                        • Cannot format "start date" field in Zoho Flow

                                                                                                                          I am trying to recreate a flow that connects Inventory package creation to Zoho projects (where a task is created in a defined project). I've been able to troubleshoot everything EXCEPT the date fields; specifically the "start date" - which is quite important
                                                                                                                        • Introducing Incentives for Zoho CRM: Build, automate, and track sales commissions

                                                                                                                          Dear Customers, We are here with an amazing news! We built a direct solution to help manage your commission provisioning activity in your business. From creating commission plans to issuing payouts, this application leverages your sales reps’ performance
                                                                                                                        • Dark Mode for ZOHO Recruit

                                                                                                                          Please make a dark mode for ZOHO Recruit. The white is SO BRIGHT!
                                                                                                                        • Dashboards for Customers

                                                                                                                          Is it possible to build dashboards for each customers in the community for their tickets?
                                                                                                                        • Feature Request - Dedicated "Avail" action for Restricted Holidays (instead of routing through Apply Leave)

                                                                                                                          Currently, Restricted Holidays in Zoho People are handled through the Leave module. Employees have to go through Apply Leave and select the Restricted Holiday as a Leave Type in order to avail it. From an HR perspective, a Restricted Holiday isn't really
                                                                                                                        • Deleting invoice (not syncing with Xero)

                                                                                                                          If I delete an invoice or Bill in Zoho Inventory, it doesn't sync with Xero. So my Xero accounts are not correct. Whats the point of being able to delete a transaction in Zoho if it doesn't sync to my accounting package? How can I do this?
                                                                                                                        • Allow Clients to choose which meeting platform works best for them

                                                                                                                          Hi! I have a feature request for Zoho Bookings! I currently have multiple online meeting platforms connected to Zoho Bookings: Zoho Meeting, Zoom Meetings and Teams Meetings. Since we are allowed to connect multiple meeting platforms, it would only make
                                                                                                                        • Implement Meeting Polls in Zoho Bookings

                                                                                                                          Dear Zoho Bookings Support Team, We'd like to propose a feature enhancement related to appointment scheduling within Zoho Bookings. Current Functionality: Zoho Bookings excels at streamlining individual appointment scheduling. Users can set availability
                                                                                                                        • Previewing attachments in email composer (Zoho CRM)

                                                                                                                          When I am sending an email from a contact's record, when I am in the compose email screen, if I add an attachment to the email, I cannot then click on the attachment to view it to see if it is in fact the correct attachment before sending. In Outlook
                                                                                                                        • Zoho Lens Feature Update: September 2026

                                                                                                                          RealWear store support Zoho Lens is now listed on the RealWear marketplace, paving the way for quick and easy deployments. Install it straight to your smart glasses from the marketplace without any cables, pendrives, or manual transfers.
                                                                                                                        • How are you using AI task management tools in your team

                                                                                                                          AI is becoming more useful when it can do more than suggest tasks. Having AI agents help with task updates, follow-ups, and repetitive project work could make day-to-day collaboration much smoother. I recently came across Sharkly.ai, which focuses on
                                                                                                                        • Can Zoho Mail Be Used with Google Workspace Without Migrating Emails?

                                                                                                                          Hello Zoho Community, We currently use Google Workspace for our company emails and do not want to migrate our email accounts or data to Zoho Mail. However, we would like to use Zoho Mail as an email client, similar to Microsoft Outlook, by connecting
                                                                                                                        • Topic assignment to a contact list never completes in Zoho Campaigns

                                                                                                                          Hello, I am experiencing an issue in Zoho Campaigns when trying to assign a Topic to a contact list. When I select a list and try to assign a Topic, Zoho displays the following message: “This process will take a few minutes. You will receive an email
                                                                                                                        • Subforms and automation

                                                                                                                          If a user updates a field how do we create an automation etc. We have a field for returned parts and i want to get an email when that field is ticked. How please as Zoho tells me no automation on subforms. The Reason- Why having waited for ever for FSM
                                                                                                                        • [ZohoDesk] Improve Status View with a new editeble kanban view

                                                                                                                          A kanban view with more information about the ticket and the contact who created the ticket would be valueble. I would like to edit the fields with the ones i like to see at one glance. Like in CRM where you can edit the canvas view, i would like to edit
                                                                                                                        • Automating CRM backup storage?

                                                                                                                          Hi there, We've recently set up automatic backups for our Zoho CRM account. We were hoping that the backup functionality would not require any manual work on our end, but it seems that we are always required to download the backups ourselves, store them,
                                                                                                                        • Zoho Assist Feature Update: September 2026

                                                                                                                          Custom View Filters in Scheduled Reports Scheduled Custom Reports now support saved Views. Select a View when setting up your schedule, and only the data matching its filter criteria will be delivered to recipients in each email. Without a selected View,
                                                                                                                        • Tip #89 – Access, print, and manage remote files from your local printer with Remote Printing – 'Insider Insights'

                                                                                                                          A team member working from home urgently needs a document that's sitting on the office system. The office is locked and nobody is around to access it. Emailing the file means routing a sensitive document through external channels, and that's not something
                                                                                                                        • Important: Teamwork Projects Integration Moving to API v3

                                                                                                                          Hello Teamwork Project users, We are migrating the Teamwork Projects integration from the legacy V1 API to V3 API. This upgrade enables support for custom fields from Teamwork Projects, allowing users to import custom modules and fields into Zoho Analytics
                                                                                                                        • Introducing Night Mode for Zoho Recruit [BETA]

                                                                                                                          Late-night hiring sessions? Long hours reviewing resumes? We heard you. Night mode [BETA] is now available in Zoho Recruit, giving you a cleaner, more comfortable workspace that’s easier on the eyes while keeping the focus on what matters most: hiring.
                                                                                                                        • Sent Items folders not syncing on Thunderbird

                                                                                                                          HI,  I run TB on multiple devices, since the middle of September all the devices have stopped synchronising the sent items folders, all mail is received and sent correctly and stored in my zoho webfolders. I haven't changed any of the settings. Any ideas? This is also the case in my 'paid for' accounts with ZOHO and Thunderbird Many thanks Tony whittingham
                                                                                                                        • Thunderbird not retrieving Mail automatically

                                                                                                                          Hi, I have set up Zoho in Thunderbird all fine, the only problem is that the mails are not coming to Thunderbird automatically, they only come when I initially start up Thunderbird,  any ideas for a fix on this cheers
                                                                                                                        • Free Webinar Alert! Don’t take the bait: Everyday email safety in Zoho Mail

                                                                                                                          Hello Zoho Community! Think you can spot a suspicious email before it catches you off guard? Join our upcoming webinar, “Don’t take the bait: Everyday email safety in Zoho Mail,” and learn how to recognize common email threats and build safer habits for
                                                                                                                        • Do you know which 20% of your products generate 80% of your revenue?

                                                                                                                          Not all products earn their place in your inventory. In almost every catalog, a small group of items drives most of the revenue, while a long tail quietly ties up storage, counting effort, and working capital. The trouble is, most teams treat every SKU
                                                                                                                        • How can we allocate incoming PO stock to Sales Orders, and does Backorder automatically reserve it upon receipt?

                                                                                                                          Hello Everyone, We want to allocate incoming Purchase Order quantities to specific Sales Orders before the stock arrives. For example, from an existing PO of 100 pieces: 40 pieces assigned to SO-A. 35 pieces assigned to SO-B. 25 pieces left unallocated.
                                                                                                                        • Next Page