Ask the Experts: A 5-hour live discussion on custom workflows, integrations and APIs.
Welcome to the Ask the Experts series. This is a new initiative to provide a platform for our users and the product experts to exchange thoughts about the product, and interact with each other better.
Hello, everyone!
How's July been for you so far? :)
For this month's Ask the Experts session, we'll do a detailed discussion on how best you can connect Writer and its document-creation prowess with your business' workflows and the products you already use.
Do let us know if you have queries, doubts or suggestions regarding any of the following topics:
1. Workflow integrations: Adding Writer to an existing workflow you already follow. Taking data from a certain data-source and generating documents from them automatically.
2. Open APIs: The different APIs that are available for you to use currently, including Deluge scripts. (You can also let us know if you are looking for a particular API from us to solve your flow)
3. Writer in other Zoho Apps: On Writer's integrations with Zoho Sign, Zoho CRM, Zoho Creator, Zoho Flow and other Zoho products.
4. Connecting Writer with Apps you already use: On Zapier integration and connecting Writer with any particular app you or your team is already using.
Me, along with our panel of experts will be available to take your questions during this time.
That being said, feel free to ask questions about Writer in general, and also pass on your feedback to the team if you'd like to. Our experts will be happy to discuss them and give you possible solutions in real-time. :)
Start posting your questions right away as comments below! We'll be available to answer your questions live from 07:00 AM PDT on the 31st (Wednesday) for 5 hours straight.
Looking forward to a great interactive session!
Unable to view the comment box? Use the Sign-in option on the top right corner to view the comment section and start posting!
Access your files securely from anywhere
Zoho Developer Community
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Bigin?
Topic Participants
Rakeeb Rafeek
John Makie
Sri Kumar
JBMILAN
Ganeshprabhu Rajendran
Sticky Posts
[Zoho Writer meetup] Streamline business process and boost productivity
Hi Zoho Writer users, We're excited to announce our first ever virtual community meetup: Streamline business operations and boost productivity with Zoho Writer. When: October 25, 2023 Time: 2 PM IST/EDT. Here's what we'll talk about: 1. Introduction toAsk the Experts: A 5-hour live discussion on all things Writer
Hello everyone! =] Thanks to everyone who participated during our last month's session on using Writer for your custom workflows. This month, let's talk about all things Writer. From editing to formatting and collaboration, let us know if you have doubts, suggestions or feedback you'd like to pass on to the team. We're bringing experts from the following features of Writer to answer your questions live, from 07:00 AM PDT on the 29th (Thursday) for 5 hours straight. Start posting your questionsAsk the Experts: A 5-hour live discussion on co-authoring and reviewing
Welcome to the Ask the Experts series. This is a new initiative to provide a platform for our users and the product experts to exchange thoughts about the product, and interact with each other better. Hello there, everyone! :) Thanks to everyone who posted their questions during our last month's session on customizing options. For this month's session, let's discuss one of Writer's key capabilities—document collaboration. Do let us know if you have queries, doubts or suggestions regarding any ofJoin us for the Writer Community Meetup in Bengaluru!
Hey there, Writers! =] The Zoho Writer team is coming to Bengaluru on May 10th, 2018 for the inaugural Writer Community Meetup (Bengaluru Chapter). If you're a Zoho Writer user in and around Bengaluru, we'd love to see you there! When: 2 PM - 5 PM on May 10, 2018 Where: Golden Square, Wilson Garden SAVE YOUR SPOT NOW! Here's what we'll talk about: 1. Methods to simplify your team's writing and review process 2. Content writing in today's world 3. Writing at Zoho - an overview 4. How to set up anIntroducing the Writer Community Meetup Series
Hey there, Writers! We're thrilled to kickstart the Zoho Writer Community with a new meetup series, where we'll discuss methods to simplify your team's writing and review process, content writing in today's world, and much more! What better place to start this incredible journey than our Chennai home? If you're a Writer user in and around Chennai, save your spot right away for the inaugural meetup on April 19th, 2018! And for Writers everywhere else, be quick to fill up the following surveys, and
New to Zoho TeamInbox?
Zoho TeamInbox Resources
Zoho DataPrep Resources
Zoho CRM Plus Resources
Zoho Books Resources
Zoho Subscriptions Resources
Zoho Projects Resources
Zoho Sprints Resources
Qntrl Resources
Zoho Creator Resources
Zoho Campaigns Resources
Zoho CRM Resources
Design. Discuss. Deliver.
Zoho Show Resources
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー
その他のサービス コンテンツ
Nederlandse Hulpbronnen
ご検討中の方
Recent Topics
Noto Sans numericals appearance changed?
Before the update on Christmas the numbers looked a little skinnier and in my opinion it looked really nice. Why did it change?Option to Re-order from past orders
Customers would like to place a repeat order with the business entity. Currently there is no option to support this and everytime the customer has to check out following the same process. Can a option be given to reorder from the past orders?Introducing Zia LLM: Zoho’s in-house Generative AI solution for CRM's AI capabilities
Hello everyone, We're excited to announce the launch of our in-house Large Language Model (LLM) by Zia to power our AI offerings. What is LLM? LLM stands for Large Language Model, a powerful AI technology that processes and generates human-like text basedZoho Books API Limit Is RIDICULOUS!!!!!!!!!!!!!
The 2,500 API call limit in Zoho Books is about as useful as AOL dialup. Seriously Zoho, not only can I use up 2,500 API calls in no time with my own app but YOUR OWN STUPID IPAD APP blows through them super fast too, so if any one of my clients wantsDirectly Edit, Filter, and Sort Subforms on the Details Page
Hello everyone, As you know, subforms allow you to associate multiple line items with a single record, greatly enhancing your data organization. For example, a sales order subform neatly lists all products, their quantities, amounts, and other relevantWill zoho thrive be integrated with Zoho Books?
titleUsing Creator API access tokens in deluge script
I am working on generating download urls for files that are uploaded via a creator form. I want to include these urls in record templates so they can be easily accessed. The goal is to make downloading multiple attachments in a record as quick and easyWorkload Reports
Under Reports > Workload Reports, would it be possible to get Kanban view sorted by Task Owner? Seems like it'd be an easier/ quicker view of how many tasks are assigned to each user and what status they're at. Also gives you more information about theattributed automatically database section
Hello everyone and happy holidays... here in zoho CRM, I created 3 bases: - Properties (House, apartment ...) - Transactions (Notaries, ...) - Real estate ads I want when the address is identical on these three bases, that in "Properties" the transactionsAdd an action to set agent as a member of a team in zoho desk
Hi, Please add an action to zoho flow to set agent as a member of a team in zoho desk (add to a team or remove from a team). Regards, RamHow are you handing birthdays?
I'm deciding on the best way to handle contact birthdays in my set-up. None of the options seem ideal, so I am interested in how others approach this. The aim is to have a usable ui to track birthday without knowing or requiring the year. I'm currentlyRemove County field from Customer Address input screen (or allow input to be deleted)
We are in the USA and have just noticed that there is now a County field in the Customer Address input screen (and maybe other areas of Zoho Books, but this is the one affecting us at the moment). County is not important to our business, and in fact weUS to EU Data Migration done / Workflows and Custom Functions stopped working
Hello, I need help to restore my workflow rules and custom functions to work. My data was transferred from the US to the EU (Data center migration). Now all Workflow Rules and Custom Functions not working. I have no idea how to restore them to work again.Custom Module I made shows the records I uploaded are there but they are not showing up.
Here's a screenshot of the module - It shows there are around 2000 records but it says that there aren't any. The module is viewable by administrators and I am on an administrator account so I am not sure why the records aren't showing. Any help wouldDisplay your zoho contact name when they call your mobile number
As per the title If a contact calls the office number, the contacts name shows on mobile as long as I have their contact details registered in my crm. Is there a way that if the contact calls my mobile, their name can be displayed? Currently just their number shows when they call.Webform & spam
Hi, We set up 2 webform on our website, fowarding the content to Zoho CRM. Since it has been opened up, we are getting lot of spam message (for now about 20 a day). To lower the amount of false new leads we added the captcha field and new enquieries are send to the Approval Leads list. However we still get some spam. Is there any "anti spam" mechanism built in Zoho CRM, or how is the best way to avoid these kind of spam ? ThanksQuestions about To Do
1. I created a To Do note on Android and there is a line sorting option in the options drop down menu. But I didn’t find such an option in the PC client. I really need this option. 2. Why is there no search in To Do on the PC client? 3. Why is there noNeed Help with Journey in Zoho Marketing Automation
Hello everyone, I’m new to Zoho Marketing Automation and am trying to build a journey that triggers based on the contract end date of customers. My goal is to send them an email with an ebook one day before their contract ends. To achieve this, I usedLocking Certain Feilds
Hello! I was wondering if there was a way to lock certain fields from being changed until another field had been filled in. For example, my origination has a chain of blueprints that have to be filled in for someone to properly convert from the "Leads"Announcing Trident desktop app for Zoho Mail & Zoho Workplace users
Hello Community, I hope you are doing well and staying safe. As you know, our Mail & workplace teams have been constantly working on adding more value to our offerings to ensure you and your organization continue enjoying your Zoho experience. As partKudos to the Zoho Flow Team!
Hi Zoho Flow Team, Way to go on the new design—it looks fantastic! We especially love the festive touch with the Christmas decorations. It's a delightful and thoughtful addition that brings a bit of holiday cheer to the experience. Keep up the amazingWebsite not found when trying to unlock Zoho vault with fingerprint(authenticator) in windows 11
Whenever I try to unlock the Zoho vault with fingerprint(authenticator) it shows the Website not found on the server. To replicate the issue follow the below steps: Download the zoho vault extension and login. And now open the zoho vault extension ->Kaizen #170: FAQs on Notification APIs
Hello all!! Welcome back to another post in the Kaizen series! In this post, we will address the most frequently asked questions about Zoho CRM's Notification APIs from the Zoho CRM Developer Community Forum. Notification API This API allows you to subscribeExtracting data from cells in zoho sheets for zoho books
I am currently uploading my bank statment in excel format to zoho workdrive. I would like flow to extract certain data and send it to zoho books. Would scripting in zoho flow be able to help me with this? By this I mean should I attempt this in zoho flowSpotlight series #25 - Create presentation outlines using Zoho Show's Chrome extension
Hello all, the feature in this month's spotlight is Zoho Show's Chrome extension. The first step to creating a good presentation is outlining your ideas—a crucial process that sets the foundation for everything that follows. But this often involves extensiveMultiple templates (Settings > Email templates)
Hi Zoho, We would like to have more options to select a template when sending an email in Zohosign. Currently we can only add 1 template per option: Is this possible? Kind regards, TristanFunctions - How to pass Dynamic Parameters / Arguments?
I am trying to create a generic function that I can use to update a given field with the name of the user and a given field with a datetime. The purpose of this is to have a history of major actions within the CRM record itself so it is easier to queryHow to find the number that appears most often in a list (the Mode of a list)
I have a list that contains a list of 5 string values. I want to find which value is repeated most often and place that value into a single line text field Example List1 = Learning,Learning,Shaping,Leading,Learning In List1 the value “Learning” appearsBeen getting this error, every now and then "Get count limit exceeded, please try again after 3 mins"
it is really annoying.Is Bigin Really Free - Confused by notifications?
I started to look at Bigin as I was under the impression it was free, but as I started using it I kept getting messages that my trial period was X number of days and to upgrade. When I see something like this I assume I am not on a free version of anythingSorting and previewing notes
I use the method of sorting notes by edit date in both the desktop and android clients, newest notes on top. When I edit a note on Android and exit it to the notebook, it does not move to the very top. Only when I exit the notebook and enter it again,Allow Multiple Scheduled Appointments with Zoho Support
Dear Zoho Team, I hope you're doing well. First, thank you for introducing the option to schedule support calls via the Zoho CRM booking link. This has been a fantastic enhancement, eliminating the need for back-and-forth coordination when schedulingPivot table with Text values - "Matrix Report"
User Story - As a user, I would like the ability to display textual data in a two-way table, matrix format (text datatypes, not numerical datatypes displayed as a dimension) One major feature missing from the Pivot tables in Zoho Analytics is the abilityDomain not usable
We have not used this domain because the Chrome systems on our office devices are not compatible with your technology. I am sorry if no one has never advised you of this. Please cancel if it has not already been canceled. Ticket# 7526594 Please seeBigin iOS, macOS and Android app update - File Cabinet
Hello Everyone! In the most recent iOS (v1.7.1) and macOS (v1.5.1) updates of the Bigin app, we have included support for the File Cabinet functionality. You can access this feature as a topping within the web app (bigin.zoho.com) and conveniently usePower of Automation :: Automatically close the associated tasks once the Issues are closed
Hello Everyone, A Custom Function is a user-written set of code to achieve a specific requirement. Set the required conditions needed as to when to trigger using the Workflow rules (be it Tasks / Project) and associate the custom function to it. We haveMeeting vs Zoom and why we are moving
Dear Meeting team, I want to share my thoughts on Meeting vs Zoom and explain why we are moving back to Zoom for all our video conferencing, even though it is part of our Zoho One Subscription. 1). Video & Audio quality - We see a significant downgrade in video quality when using Meeting vs Zoom, even when using the same internet connections. Meeting video is blurry and not sharp compared to Zoom. Audio is also hit and miss on Meeting with frequent drop outs andImport from GoHighLevel to Zoho CRM
Has anyone been successful with this? I don't want to integrate with GoHighLevel just import/migrate everything over to Zohobooking link that expires
I have a suggestion that is crucial. When i send booking URL to clients they keep the link and they book appointment whenever they want multiple times. You should give us the Booking URL feature. We should be able to send it and the user can use it onlyAccessing Subform Data using getRecordByID
I am getting data from Zoho Creator using deluge zoho.creator.getRecordByID task, from another application. The report contains a subform, and that subform is in the detail view of the report. I do not appear to have any subform data in the JSON response,Next Page