Merge and Invoke Custom Function in Zoho Writer | Automate Post-Merge Workflows

How to run custom workflows after merging a document

Overview

Zoho Writer allows you to automate post-merge tasks by executing custom Deluge functions immediately after a document merge is completed. This is useful for triggering workflows such as sending notifications, updating CRM records, or storing files in external systems.

Steps

  1. Open your merge template in Zoho Writer and choose Merge & invoke custom function as the output option.
  2. Click Configure under Invoke custom function and create your custom function or choose pre-defined custom functions from our gallery.



Related Articles / Videos

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  2. Understanding connections to use custom functions
  3. How to run post merge functions from Zoho CRM
  4. How to configure document workflows
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  6. How to send merged document via email in Zoho Writer
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