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. Choose "Merge & Invoke Custom Function" option from merge output settings


  1. Choose one of your functions you created or use gallery function.



            or choose pre-built functions from gallery as shown:




  1. How to create & use Custom Functions in Zoho Writer
  2. Understanding Connections to use Custom Functions
  3. How to run post merge functions from Zoho CRM
  4. How to configure document workflows
  5. How to store documents after merging in Zoho Writer
  6. How to send merged document via email in Zoho Writer
  7. How to configure signer details and workflow settings for signing documents
  8. How to merge templates to generate prefilled fillable forms

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