Zoho Creator to Zoho Writer for prefilled documents...

Zoho Creator to Zoho Writer for prefilled documents...

In response to the question about connecting Zoho Creator to Zoho Writer for prefilled documents, I wanted to share a working implementation that demonstrates how to use the record_id parameter with the Zoho Writer Merge API. This allows Writer to automatically fetch data from your Creator record without manually building the merge data map. The Solution According to the official Merge and Sign documentation, instead of using merge_data, you can pass the record_id and Writer will fetch the data internally:
Key Insight: This approach is applicable only for Zoho CRM, Creator, Recruit and Bigin templates. When you pass the record_id parameter, Zoho Writer automatically retrieves the field values from your Creator record - no need to manually construct a merge data map.
Working Script Example

Here's a complete Deluge function that demonstrates using the Creator record ID with the Merge and Sign API:

Pro Tip: When configuring your merge template in Writer, you'll connect it to a Creator report as the data source. If you trigger a merge manually within Writer, all fields will populate correctly. However, when triggered via the Merge API, Writer uses the Creator Get Record by ID API to fetch data from your report — this means any fields not included in the connected Creator report will return empty in the merged document. Ensure all fields you need are present in the Creator report before using the API.
void zWriterSign.sendForSigning(Form_Name fnRecord)
{
    //fetch employee record
    eeRecord = Employee[ID = fnRecord.Employee_Lookup];
    //
    //Writer template ID (found in document URL)
    templateId = "dfd8f76sf0dfdfeb8974ifcx9873d9876d8s03";
    //
    //Use the Creator record ID - Writer will fetch the data automatically
    recordId = fnRecord.ID.toString();
    //
    param = Map();
    param.put("record_id",recordId);
    param.put("service_name","zohosign");
    param.put("filename",fnRecord.Field_Name);
    //
    //Build signer list
    signerList = List();
    //
    //First signer - approver
    signerObj1 = Map();
    signerObj1.put("recipient_1",ifnull(eeRecord.Email,"fallback@example.com"));
    signerObj1.put("action_type","approve");
    //approve|sign|view|in_person_sign
    signerObj1.put("language","en");
    signerList.add(signerObj1);
    //
    //Second signer - actual signer
    signerObj2 = Map();
    signerObj2.put("recipient_2",fnRecord.Signer_Email);
    signerObj2.put("action_type","sign");
    //approve|sign|view|in_person_sign
    signerObj2.put("language","en");
    signerList.add(signerObj2);
    //
    param.put("signer_data",signerList);
    param.put("sign_in_order","true");
    //
    //Optional: custom message
    if(!fnRecord.Custom_Message.isEmpty())
    {
        param.put("message",fnRecord.Custom_Message);
    }
    //
    //Optional parameters
    param.put("reminder_period","3");
    param.put("set_expire","7");
    param.put("test_mode",true);
    //
    //Execute the merge and sign request
    newSignMerge = invokeurl
    [
        url :"https://www.zohoapis.eu/writer/api/v1/documents/" + templateId + "/merge/sign"
        type :POST
        parameters:param
        connection:"zwritersign"
    ];
    //
    info newSignMerge;
}
Important: Data Center Considerations The API endpoint URL must match your Zoho data center. Using the wrong domain will result in authentication failures or data access issues.
Data Center Region API Domain
US United States https://www.zohoapis.com/writer/api/v1/...
EU Europe https://www.zohoapis.eu/writer/api/v1/...
IN India https://www.zohoapis.in/writer/api/v1/...
AU Australia https://www.zohoapis.com.au/writer/api/v1/...
JP Japan https://www.zohoapis.jp/writer/api/v1/...
CA Canada https://www.zohoapis.ca/writer/api/v1/...
CN China https://www.zohoapis.com.cn/writer/api/v1/...
How to determine your data center:
  • Log into your Zoho Creator application
  • Check the URL in your browser's address bar
  • If it shows creator.zoho.eu, use zohoapis.eu
  • If it shows creator.zoho.com, use zohoapis.com
  • Match the domain suffix accordingly for other regions
Prerequisites

Before using this API, ensure you have:

1. Template Access
Open your Writer template at least once from the Zoho Writer dashboard before sending API requests. Navigate to the hamburger menu → Automate tab.
2. OAuth Connection
Create a connection in Creator with the required scopes:
ZohoWriter.documentEditor.ALL
ZohoWriter.merge.ALL
ZohoSign.documents.ALL

Template Field Mapping:

Your Writer template merge fields must match your Creator form field names exactly. When using record_id, Writer automatically maps fields by their link names.

Available Merge API Endpoints The record_id approach works with multiple Writer Merge APIs:
API Endpoint Purpose
Merge and Sign /merge/sign Merge document and send for electronic signature via Zoho Sign
Merge and Email /merge/email Merge document and send as email attachment
Merge and Store /merge/store Merge document and save to Zoho WorkDrive
Merge Document /merge Merge and return download link (expires in 2 days)
Merge and Share Fillable /merge/sharetofill Generate pre-filled fillable links for data collection
Signer Configuration Options
//Available action types for signers:
signerObj.put("action_type","sign");        //Requires signature
signerObj.put("action_type","approve");     //Approval only, no signature
signerObj.put("action_type","view");        //View only access
signerObj.put("action_type","in_person_sign"); //In-person signing

//Optional: Specify recipient name
signerObj.put("recipient_name","John Smith");

//Optional: Add private notes to signer
signerObj.put("private_notes","Please review section 3 carefully");

//Optional: Alternative delivery methods
deliveryType = Map();
deliveryType.put("type","sms");             //or "whatsapp"
deliveryType.put("countrycode","+1");
deliveryType.put("phonenumber","5551234567");
signerObj.put("delivery_type",{deliveryType});
Common Issues and Solutions
Issue Cause Solution
"Invalid merge data" error Record ID not found or wrong format Ensure record_id is passed as a string using .toString()
Empty merge fields Field name mismatch between Creator and Writer Verify template merge field names match Creator field link names exactly
Authentication failure Wrong data center domain Match API domain to your account's data center
"Template not accessible" error Template not opened in Writer UI Open template once from Writer dashboard → Automate tab
Connection scope error Missing OAuth scopes Regenerate connection with all required scopes listed above
Pro Tip: Use param.put("test_mode",true); during development. This allows you to test the merge without consuming Zoho Sign credits (though the output will contain a watermark). Remove this parameter for production use.

    Access your files securely from anywhere







                            Zoho Developer Community




                                                  • Desk Community Learning Series


                                                  • Digest


                                                  • Functions


                                                  • Meetups


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner


                                                  • Word of the Day


                                                  • Ask the Experts





                                                            Manage your brands on social media



                                                                  Zoho TeamInbox Resources



                                                                      Zoho CRM Plus Resources

                                                                        Zoho Books Resources


                                                                          Zoho Subscriptions Resources

                                                                            Zoho Projects Resources


                                                                              Zoho Sprints Resources


                                                                                Qntrl Resources


                                                                                  Zoho Creator Resources



                                                                                      Zoho CRM Resources

                                                                                      • CRM Community Learning Series

                                                                                        CRM Community Learning Series


                                                                                      • Kaizen

                                                                                        Kaizen

                                                                                      • Functions

                                                                                        Functions

                                                                                      • Meetups

                                                                                        Meetups

                                                                                      • Kbase

                                                                                        Kbase

                                                                                      • Resources

                                                                                        Resources

                                                                                      • Digest

                                                                                        Digest

                                                                                      • CRM Marketplace

                                                                                        CRM Marketplace

                                                                                      • MVP Corner

                                                                                        MVP Corner







                                                                                          Design. Discuss. Deliver.

                                                                                          Create visually engaging stories with Zoho Show.

                                                                                          Get Started Now


                                                                                            Zoho Show Resources

                                                                                              Zoho Writer

                                                                                              Get Started. Write Away!

                                                                                              Writer is a powerful online word processor, designed for collaborative work.

                                                                                                Zoho CRM コンテンツ




                                                                                                  Nederlandse Hulpbronnen


                                                                                                      ご検討中の方







                                                                                                              • Recent Topics

                                                                                                              • Migration of corporate mail environment from Yandex 360 to Zoho mail

                                                                                                                I have to migrate a corporate mail environment with an existing domain from Yandex 360 to Zoho mail. It is vital to migrate all users with all the data. I have read the article on this topic using MacMister Email Backup Software just now and have some
                                                                                                              • I'm unable to send mail pthrough Zoho SMTP programmatically

                                                                                                                This has been working for years, but today it's been offline all day long. I see nothing anywhere on your site about this. I'm not the only one experiencing this. Downdetector has a spike of reports today
                                                                                                              • Can no longer send email via Django site

                                                                                                                This was working fine as of 11/7/25. Now I am unable to send user verification emails from a Django site on a AWS lightsail sever. When a user attempts to register the following error occurs. I have also attempted to send a test email via the shell and
                                                                                                              • unable to send email but able to receive email

                                                                                                                my email address is info@securityforceservices.ca
                                                                                                              • Login to server failing

                                                                                                                When trying to retrieve my mail, I am getting this error message -- Login to server pop.zoho.com with username (my email address) failed. It gives me the option to retry, enter password, or cancel. Then I get this message -- Sending of username did not
                                                                                                              • Configuration failed: 200 response not received for POST request.

                                                                                                                Hello, I am trying to set up a webhook to connect with an Salesforce but I receive the following error from Zoho: Configuration failed: 200 response not received for POST request I have tried testing it on webhook.site as well and receive the same error
                                                                                                              • Zoho Migration Assistant not working

                                                                                                                Hello, I am trying to use you Migration assistant to migrate emails from Rediff to Zoho. I am stuck in the first step. After downloading the migration tool, I copied the link to verify user credentials, however, after pasting the link in the browser,
                                                                                                              • Paid Support Plans with Automated Billing

                                                                                                                We (like many others, I'm sure) are designing or have paid support plans. Our design involves a given number of support hours in each plan. Here are my questions: 1) Are there any plans to add time-based plans in the Zoho Desk Support Plans feature? The
                                                                                                              • Scheduled Reports - Do not send empty report

                                                                                                                Hello, We are intensively using reports in the CRM, especially for sales managers.  When data is empty, they still receive an email. Can you add an option to avoid sending the report when data is empty?
                                                                                                              • Contacts Missing — PeopleSync/Zoho Mail

                                                                                                                English: In our company we use ManageEngine Mobile Device Manager (MDM), Free edition, to manage corporate mobile devices. Our usage policy does not allow personal Google accounts on these devices; therefore, Google account sync is blocked through MDM.
                                                                                                              • Best way to integrate Zoho with mobile app for managing customer requests with real-time notifications?

                                                                                                                Hello, I'm building a solution for a travel company where customers submit requests through a website, and the sales team manages these requests through a mobile app. The Requirement: Customers fill a form on the website (name, email, number of children,
                                                                                                              • Kaizen #57 - Mass Update API in Zoho CRM

                                                                                                                Hello everyone! Welcome back to yet another post in the Kaizen series. This week, we will discuss the Mass Update API in Zoho CRM. In this post, we will cover the following: 1. Introduction 2. Mass Update Records API  3. Schedule Update and Get Status
                                                                                                              • Getting Attachments in Zoho Desk via API

                                                                                                                Is there a way to get attachments into Zoho Desk via an API?      We have a process by which a zoho survey gets sent to the user as a link in a notification.    The survey has several upload fields where they can upload pdf documents.    I've created
                                                                                                              • Multiple currencies - doesn’t seem to work for site visitors / customers

                                                                                                                I am trying to understand how the multiple currency feature works from the perspective of the website visitor who is shopping on my Zoho Commerce site. My site’s base currency is US Dollars (USD) but my store is for customers in Costa Rica and I would
                                                                                                              • Pincode based Product Restriction

                                                                                                                we have different types of products. 1) Very bulky items like plywood. 2) Too delicate items like glass These type of products we want to sell to local customers. Other products we want to supply all over India. There should be an option to restrict products
                                                                                                              • Can multiple agents be assigned to one ticket on purpose?

                                                                                                                Is it possible to assign one ticket to two or more agents at a time? I would like the option to have multiple people working on one ticket so that the same ticket is viewable for those agents on their list of pending tickets. Is something like this currently
                                                                                                              • Related Lists filter

                                                                                                                I have Contacts showing in our Accounts module. I customized the Contacts module with an Employment Status field, with the following picklist options: "Primary Contact", "Secondary Contact", "Active Staff(not a main contact)", and "No longer employed".
                                                                                                              • Standalone custom function not generating logs

                                                                                                                Why dont't standalone custom functions generate logs when the're called from another function? I have some functions (workflow, buttons and blueprint) that have common parts, so I put that part in a standalone function which is called from the others.
                                                                                                              • Add "Reset MFA" Option for Zoho Creator Client Portal Users

                                                                                                                Hello Zoho Creator Team, We hope you are doing well. We would like to request an important enhancement related to Multi-Factor Authentication (MFA) for client portal users in Zoho Creator. Currently, Creator allows us to enforce MFA for portal users,
                                                                                                              • Support Bots and Automations in External Channels

                                                                                                                Hello Zoho Cliq Team, How are you? We actively use Zoho Cliq for collaboration, including with our external developers. For this purpose, external channels are a key tool since they work seamlessly within the same interface as all of our other channels
                                                                                                              • Urgent Security Feature Request – Add MFA to Zoho Projects Client Portal Hello Zoho Projects Team,

                                                                                                                Hello Zoho Projects Team, We hope you are doing well. We would like to submit an urgent security enhancement request regarding the Zoho Projects Client Portal. At this time, as far as we are aware, there is no Multi-Factor Authentication (MFA) available
                                                                                                              • Creator HTML page refresh

                                                                                                                Hi, I have added around 5 different html snippets in single creator page. I understand, I can refresh the entire page from page script using Navigational URLs https://help.zoho.com/portal/en/kb/creator/developer-guide/others/url-patterns/articles/navigational-urls
                                                                                                              • Zoho Desk - Custom Module Related List Columns on Tickets

                                                                                                                I have a custom module in Zoho Desk called Asana Tasks, each task has a lookup to a Ticket. On the Ticket I want to see the columns of the Asana Tasks in the related list . Is there a way to do this? Right now it just has the name of the record and I
                                                                                                              • Google Analytics import data inaccurate (as of October 11, 2025)

                                                                                                                We have Zoho Analytics connected to GA4 to import daily event data. This has been running without issue for a couple of years. However, a month ago we started noticing discrepancies. All data until October 10 lines up perfectly - October 11 onward is
                                                                                                              • What is your opinion of the new UI?

                                                                                                                Hi Everyone, I would like to see what everyone thinks of the new Zoho One Dashboard. I don't get it, but perhaps I'm missing something. What are your thoughts?
                                                                                                              • Zoho mail to Teaminbox

                                                                                                                Hello, We're searching for new mail program. Now I'm testing a bit with zoho mail and team inbox. My findings in the research: Pop mail throught zoho mail is almost instant. Any pop or imap via external provider takes a couple minutes to 15 minutes before
                                                                                                              • What are the OAuth scopes needed to access the Zoho MCP server?

                                                                                                                I think I'm authenticating with the MCP server endpoint successfully using a bearer token but I can't successfully initialize an MCP session. I'm using the official MCP Python sdk (https://github.com/modelcontextprotocol/python-sdk). I get as far as here
                                                                                                              • Account blocked for IMAP use

                                                                                                                Hello, My email client (Evolution) can't sync mail anymore. It gives the error: "Your account is temporarily blocked for IMAP use. This may happen if you exceed the maximum number of simultaneous IMAP connections allowed. Kindly try again after some time."
                                                                                                              • Is SMTP included in the free plan?

                                                                                                                My client has a Zoho Mail Free 14 day trial that ends tomorrow. She has set up a domain email address with SMTP on a third party app and is wondering if it will continue working once her plan downgrades to the free forever plan. Thanks
                                                                                                              • Zoho mail issue.

                                                                                                                I have verified my domain ohhoexpress.online by adding necessary TXT and MX records. But when I am sending email to any external email id, it is showing as zohomail.com. Also while I am sending mail to internal mail id, it is saying user not found whereas
                                                                                                              • My email is blocked from sending

                                                                                                                I get this message when I try to send any message .. > Unable to send message, Reason 554 5.1.8 Email Outgoing Blocked We have urgent emails to send and the issue continues to persist from yesterday. Please help us with this issue as soon as possibl
                                                                                                              • [WEBINAR] Smooth year-end closure with Zoho Books (KENYA)

                                                                                                                Hello there, This webinar is for all Kenyan businesses looking to wrap up their financial year smoothly! Join our free session to learn how Zoho Books can simplify your year-end process. What to expect from this webinar: - All the latest updates in Zoho
                                                                                                              • cannot recieve or send emails

                                                                                                                we are not recieving or cannot send emails.Shows sysytem error
                                                                                                              • Zoho Sites - contact us form

                                                                                                                I have added a contact us form to my website. I wanted to change the layout so I deleted the section of Contact Us form. When I again try to add the section of Contact Us form, it shows error that "This form already exists on this page."  I am unable
                                                                                                              • switching from POP3 to IMAPI do I need to change settings in Web email?

                                                                                                                hi so I am using Outlook with My Zoho mail, also have Verizon email /AOL. they no longer support POP3 and said imapi is much better, so I want to switch my ZoHo to imapai. I googled and it said i need to change it in my account....i looked at my account
                                                                                                              • What functionality is new in the Z025 Spaces UI dashboard compared to the previous Zoho One dashboard?

                                                                                                                My company is interested in creating a revamped dashboard this coming year, and are trying to weigh different platform options. The new Spaces UI is said to be a more "feature-rich" dashboard experience than the previous. Could a developer please explain
                                                                                                              • Collections Management: #5 Convenience on Offer, using Self-Checkout

                                                                                                                "Is this the right page? Oh, now, it wants my address again. Why am I being redirected?" These were the exact thoughts running through Karan's mind as he tried to subscribe to an application he genuinely liked. He clicked "Buy Now", expecting a quick
                                                                                                              • Uploading a signed template from Sign to Creator

                                                                                                                Good day, Please help me on how to load a signed document back into Creator after the process has been completed in Sign. Below is the code that I am trying, pdfFile = response.toFile("SignedDocument_4901354000000372029.pdf"); info pdfFile; // Attach
                                                                                                              • Tip #50- A Closer Look at the Unattended Access Dashboard- 'Insider Insights'

                                                                                                                Having complete visibility and quick access to everything you need certainly makes managing multiple remote devices a lot easier, and that is precisely what the Unattended Access Dashboard in Zoho Assist is designed to offer. Once you go to the Unattended
                                                                                                              • How to update custom multi-user field in Zoho Projects?

                                                                                                                I'm trying to update custom multi-user fields in Zoho Projects via a Deluge function in CRM. The code I have so far is below. It works for updating standard project fields and single-line custom fields, but it does not work to update multi-user fields.
                                                                                                              • Next Page