Easily create personalized Writer documents in bulk with your Zoho Creator data
Hi everyone,
We're excited to share that we've added Zoho Creator as a data source for mail merge templates in Zoho Writer.
How can you use this integration?
Based on your needs, you can configure Zoho Creator as a data source in two ways:
Use Creator as a mail merge data source in Writer
Trigger Writer's mail merge from a workflow within Creator and use Deluge tasks to generate documents.
How can this integration help you?
By integrating Zoho Creator with Writer, you can make data flow from your Creator application to Zoho Writer automatically. It only takes a few clicks.
This integration fetches your data from Creator and makes generating complex business documents quick and easy.
Here are some ways the Writer-Creator integration can help streamline document creation and other business processes:
- Generate Letters and invoices.
- Generate shipping labels, business cards, price tags, and more using various vendor standards
- Business Agreements and Signable Contracts
- Create visually appealing, personalized flyers and brochures for your business.
1. Using Creator as a data source to generate documents
To generate documents using data from Creator, you will have to:
A. Create a merge template
B. Configure Creator as a data source and add the required fields
Go to writer.zoho.com and click Create New.
Choose Merge Template under Automation Templates and click Create from Scratch.
Design your merge template using these steps.
B. Configure Creator as a data source and add the required fields
Click the hamburger menu on the left and click Automate.
Under Select the Data Source, choose Zoho Creator and select your application.
Add the appropriate fields from your Creator application. Click here for a detailed guide to working with fields
C. Preview and select merge and output options
Click Preview Merge to view the document.
Under When to Merge, choose between Manually/On Trigger and On schedule.
Choose your output format from the list of options displayed.
Click Run Merge. The merge will be initiated.
2. Steps for creating merge documents using a Zoho Creator workflow:
Create a form in Zoho Creator with the necessary fields.
Create a merge template in Zoho Writer using these steps.
Create a workflow for your Creator form and choose Deluge Script as the workflow action. This allows you to perform custom functions with Writer's mail merge.
Use the name of the connection you've added in the Deluge script to perform the function you've configured. Connections enable you to integrate cloud services via Deluge.
Benefits of this integration
Get the best of both worlds: With Zoho Creator, you can quickly create apps and collect data. Now, you can use that data to generate personalized documents by dragging and dropping fields in Zoho Writer.
Experience seamless integration and assistance: Since Writer and Creator are part of the same ecosystem, you can easily access this integration and get any assistance you need from a single point of contact.
Take this integration for a spin and share your feedback with support@zohowriter.com or support@eu.zohowriter.com, or post in the comments section below.
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