Attach Merged Document back to the Record
Hi I have a merge template that I have merge tags from the Deal Module. I want to be able to do 3 things automatically based on updating one field in the Deal:
1) Quickly Create the Merge Document from the Trigger Deal Record.
2) Email that merged document to a specific email address pulled from a field in that deal
3) ATTACH the merged document back to the Deal it was created from
I can do the first 2 steps using Zoho Flow. BUT I have asked Shyam, and there is no way to attach the Merged document back to the record in Zoho Flow since it doesn't support file/attachment transfer.
Can you please help me figure out how to attach the merged document via a custom function? If I need to "Create merged document AND attach to record" in the same step, I am okay recreating the merge document a second time just to attach it to the deal.
Please assist.