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.
Zoho Creator is a powerful low-code application that collects different types of data. By configuring Creator as a data source for your mail merge templates in Writer, you can create personalized documents for a variety of purposes, while maintaining your brand's image and improving your productivity.
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
C. Preview and select the merge and output options
A. Create a merge template
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.
Happy writing!
Access your files securely from anywhere
Zoho FSM Video Tutorials
Centralize Knowledge. Transform Learning.
All-in-one knowledge management and training platform for your employees and customers.
New to Zoho Recruit?
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
Varadarajan AR
Sticky Posts
Easily perform calculations using dates with the new DATEDIF function
Hey Zoho Writer users! We've enhanced Zoho Writer's formula capabilities with the new DATEDIF function. This allows you to calculate the difference between dates in days, months, and years. Function syntax: =DATEDIF(start_date, end_date, unit) Inputs:Zoho Writer's WordPress extensions
Hey Zoho Writer users! Say goodbye to all your WordPress content publishing woes with Zoho Writer's WordPress extensions. Publish content with all your formatting and images, republish content when you update a document, and more—from a single windowDate-based conditions and filters
Configure conditions with date Hi everyone! We are excited to announce that you can now compare and filter data with date-based conditions. This update lets you compare date fields in a document to a reference date and display a text or value if theIntroducing group by, aggregation, and repeating regions in mail merge templates
Display data exactly the way you want and highlight key insights with Zoho Writer's enhanced merge templates. We've supercharged Zoho Writer's merge templates with the capability to dynamically group, aggregate, and repeat data as blocks. You can nowSay hello to an improved way to merge documents!
Automating all your documents from start to finish is now easier than ever with Writer's new merge tools. If you haven't seen it yet, you can read the main announcement here. Here is the full list of the features we've rolled out: 1. Dynamic Table Headers
New to Zoho TeamInbox?
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
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
Apple Mail to Outlook Converter - Export Apple Mac Mail to PST File
Apple Mail is a well-known email application among people who use Macs, whereas Microsoft Outlook is widely employed for both personal and business use. Should you decide to move from Apple Mail to Outlook, you'll probably need to transfer your mailboxCreator -Dynamic addition of Customer Portal User Licenses
Hi, We have a Creator App for B2C about to get released. We are experiencing the Portal User license challenge. Unable to predict the number of users who will download and Subscribe. When a User is about Subscribe and the portal licenses does not exists,Zoho Tables is now part of Zoho One!
Hey everyone! We've got some exciting news to share. Zoho Tables is now included in your Zoho One subscription at no extra cost. If you're already on Zoho One, head to your app list, add Zoho Tables, and get started right away. You don't need a separateHow to import PST files in Office 365?
You can import PST files into Office 365 using native Outlook applications, the Microsoft Purview network upload method, or specialized third-party migration tools. Choosing the right method depends on whether you are migrating a single mailbox or executing[Webinar] Zoho CommunitySpaces MCP
New to MCP, or just exploring what's possible? Join us for a webinar on Zoho MCP and your community. We'll show you how Zoho CommunitySpaces and Zoho MCP work together, what your AI co-host can do inside your community, and how to get started. RegisterSolution to Import OST File into Office 365.
In today’s digital workplace, organizations are rapidly moving toward cloud-based email systems for better flexibility, security, and collaboration. Microsoft 365 has become one of the most widely used platforms for business communication. A common requirementHow can I show an uploaded image larger/full size in a Zoho Forms response PDF?
Hi, I noticed that in a response PDF for Forms, the uploaded image is shown in a tiny box as seen in my screenshot. Is there any way I can make that appear larger in the response PDF? thanks.Live connection to DS files in Zoho Creator / ChatGPT
As an idea, we are using ChatGPT to build with Zoho Creator (outside of Zia), which is works brilliantly to assist write deluge, provide test suggesitons etc. Currently we are uploading the DS files which are very point in time, it would be great to haveMeet PageHealth by Zoho PageSense: a free way to find out what's holding your page back
We all know the feeling. You've spent days tweaking headlines, moving buttons, and rewriting copy, and you're still not sure why visitors aren't sticking around. Revamping your website is hard, and figuring out what's actually getting in the way is evenExport Exchange Online Archive Mailboxes to PST for Microsft 365 Users
With Microsoft 365 it is possible to archive older emails in Exchange Online in order to keep the main mailbox tidy. If however you need to export the archived emails to a PST file for the purposes of backup, migration, compliance or for use offline,Task Module quick create settings
Hello, requesting the Task module receive a quick create customization settings. We have added custom fields and have to select "More fields" at the bottom of the pop-up to access the custom fields.Your employees changed departments. Did your IT systems notice?
An employee joins your Marketing team. HR adds their details to the organization's user directory. The IT admin, in turn, creates their Zoho One account, assigns the required applications, adds them to groups and provides access based on the organization'sAI Calling
Hi, does anyone have experience or any thoughts on AI Calling. Getting AI to make calls on behalf of your company. We are looking into it, but are finding it difficult to get info and providers that can assist.Email Forwarding to Zoho Desk Failing After Migration from Gmail to Outlook (Microsoft)
We recently migrated from Gmail to Microsoft Outlook. Since the migration date, emails sent by our customers are no longer being received by Zoho Desk. I tried setting up the email forwarding rules in Outlook similar to what we had in Gmail, but it stillOption to Disable Knowledge Base Section in Feedback Widget Popup Hello Zoho Desk Team
Hello Zoho Desk Team, How are you? We are actively using Zoho Desk and would like to make more use of the Feedback Widget. One of the ways we implement it is through the popup option. At the moment, the popup always displays the Knowledge Base section,How to Fix an Outlook OST File That Cannot Be Opened
Have you at any time attempted to open Outlook only to find that your OST file cannot be accessed? It can be very annoying, particularly since the file holds important emails, attachments, and other mailbox data. This problem might arise due to file corruption,Record positive and negative bank transactions in the same expense account
Hello, I hosted a promotional event and paid a vendor $600 for food catering (bento boxes). Twenty people attended the event, and each person paid $30 for a bento box, resulting in 20 separate $30 transactions deposited into the bank. I coded the $600Is it possible to log text messages from iphone into Zoho CRM
My team is more and more utilizing text messaging to communicate with clients. Does Zoho have a solution for logging these text messages when clicking "Send Text Message" from the Zoho app. Much like when you call, you get prompted to log a call, canCRM Address Field - States with Countries in brackets
Hi, Could you please remove the country in brackets from the Global State List, or at least allow us to edit these entries? It looks like the brackets were added during the initial data population, perhaps by someone building the list in a spreadsheet👍 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, expressHow to mass find and delete duplicate files from OneDrive
It is easy to save documents, photos, videos, and all other types of files using Onedrive, but if you upload the same files more than once then your OneDrive storage can end up being filled with a large number of duplicate files. Manually searching outDifferent Report sharing filters within same Dashboard
I have a question about sharing filters for a dashboard which contains separate reports built from the same query. Below are the pieces of the puzzle: - “Sales Query”: line-level query containing sales for a team of 5 sales reps; there’s no need for theSpecifying time increments on a Date/Time field
Hi all, Im using a Date/Time field in my CRM module. At the moment the increments are 30 minutes. How can I change these to be 15 minutes? ThanksMake Your Workflows Smarter with Zia Agents
Hello, Enterprise Support Community, Workflow rules can now go beyond predefined actions. Zia Agents can now be invoked directly from workflow rules in Zoho CRM, allowing you to bring contextual, AI powered actions into your automated processes. ChooseHow can I add a Custom Field (or Customer_name) to a picklist?
Our workflow is Shopify-->SO -->Picklist-->Package-->Shipment. We would like to have the Picklist template to include a custom field "Customer_Notes" (we have created this field already). This way we get alerted when a customer has notes on their account.DYK 14: Create Tasks with AI
Did you know AI can suggest tasks within your Zoho Projects portal? Breaking a project into clear, actionable work items takes time and manual effort. Especially when the same team handles both planning and execution. AI task suggestions in Zoho Projects#11 Nithya's First Overseas Client
Nithya designs for clients in three countries and has never met any of them. Her first overseas invoice took a full evening. The second took four minutes. The difference was not a clever tax trick. She stopped treating every international customer asOther languages in Schedulers (Zoho Books)
Hello everyone, currently we have create functions in other languages, like nodejs etc but on schedulers we can use only deluge.. Are other languages on schedulers roll out? Kind regards, Sakis OikonomouNew in Office Integrator: Extract data from images into your spreadsheet
Hi users, We are pleased to introduce the Data from Picture feature in Zoho Office Integrator's spreadsheet editor. It intelligently detects and organizes text and numbers from any image into structured cells using OCR. With this feature, users can turnEdit PDFs using Zoho PDF Editor
Hello users, In a previous article, we covered the organizing capabilities of Zoho PDF Editor. Here, we'll provide a quick recap of its editing features, including a few new additions. A few highlights of Zoho PDF Editor's editing capabilities: Add andPartner with HDFC And Sbi Bank.
Hdfc and sbi both are very popular bank if zoho books become partner with this banks then many of the zoho books users will benefit premium features of partnered banks.Multiple subscription plan line items in Zoho Billing quotes
I run an IT company and sell a lot of licences. A client might have multiple subscription plans including software licences in different categories. A client might have Microsoft licences, antivirus licences, web hosting and maintenance package services.Mail Merge templates in Sandbox
Rolled out for all DCs Hello everyone, You can now create and test Mail Merge templates directly in Sandbox, making it easier to validate document generation without affecting your live organization. Why this matters Mail Merge templates are often usedDashboard Table of “My New Work Orders” Changes View
Hi FSM Team, We noticed an inconsistency with the Dashboard Table of “My New Work Orders.” Initially, the table is configured to use the “My New Work Orders” view. When we go to the Home page, the table displays a different set of records. When we returnTips & Tricks #6 | Zoho Vault: Audita actividad, Gestiona accesos, Comparte credenciales & mucho más.
¿Sabías que Zoho Vault puede hacer mucho más por la seguridad de tu equipo? Las contraseñas forman parte del día a día de cualquier persona y organización. Aplicaciones, herramientas internas, cuentas de clientes, servicios externos, plataformas de marketing,Inquiry Regarding Customer Hierarchy & Sub-Customer Creation via Zoho API
Dear Zoho Support Team, Our mutual client has requested support for implementing the Customer Hierarchy (Parent/Sub-Customer structure) within our existing workflow. At the moment, all invoices are being created in Zoho under the main (parent) customerWhich Zoho CRM tasks would you want an AI assistant to handle?
I’ve started delegating my Zoho CRM work to AI – and many tasks now take me half the time. It has been so useful that we’re now working to make it available to everyone. Instead of clicking through records and tabs, I simply describe what needs to beIntroducing MCP for Zoho CommunitySpaces
Hello everyone, Your AI assistant can now share the community workload with you. Zoho CommunitySpaces supports MCP (Model Context Protocol), so you can link an AI assistant like Claude, ChatGPT, or Cursor to your community and run it through plain languageCV-Library: The Newest Source Booster in Zoho Recruit!
We’ve expanded your sourcing toolkit — CV-Library, one of the UK’s largest and most trusted online job boards, is now available as a Source Booster in Zoho Recruit. This gives recruiters instant access to millions of UK-based candidate profiles, all withoutTip 52#: Ways to improve data flexibility using related list
A related list offers an ideal solution to string related data across entities together. It enables you to pull records from any module or external source and float them as a tab within your project, sprint, epic, work item, or release detail view layout.Next Page