Any way to automate mail merge and zoho sign using workflow
Hi I know that within a CRM I can specify to merge document from deal and then send it off for signatures using Zoho Sign manually. Is there a custom function or any way that I can automate creating the mail merged document and sending for signature with one workflow/step? I would like to be able to automate this as much as possible. I know that there are custom functions to merge and download document and merge and email document, but I haven't seen any custom function that would allow me to "merge and send for signature." Any help would be greatly appreciated.
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