Overview

Prerequisites 

1. Webhook enabled in external app
   
2. Supported Payload Formats  
1. JSON
   
2. Form Data
   
3. URL-encoded data
   
1. Dot notation (e.g., customer.name)
   
2. Underscore notation (e.g., customer_name)
   
4. Arrays (single or multi-record)
   

Steps

How to configure incoming webhook as a data source  

1. Open your merge template in Zoho Writer.
   
2. In the Automate pane, Under Select Data Source, click + Add a data source to get started.
   
3. Select Incoming Webhook.
   
4. The Get Fields From Incoming Webhook dialog will open.
   
5. Click Get Fields (or Update Fields if fields were previously fetched).
6. Writer will list all keys received from the webhook payload under Fields from external app.
   
7. Select the fields you want to use in the merge.
   
8. Click Import.
   

Note: Incoming webhook actions cannot start the merge using the selected webhook URL until this dialog is closed.

How to trigger merge with payload

How to generate a new webhook URL 

1. Open your merge template in Zoho Writer.
   
2. In the Automate pane, Under Select Data Source, click + Add a data source to get started.
   
3. Select Incoming Webhook.
   
4. The Get Fields From Incoming Webhook dialog will open.
   
5. In Select incoming webhook URL, select Generate new webhook URL.
   
6. Enter the following details:
   
1. Webhook name (required)
   
2. Description (optional)
   
7. Click Create & Copy to generate the unique webhook URL.
   

You can now paste this webhook URL into the external application that will send field values to Zoho Writer.

Note: You can generate multiple webhook URLs for different apps or workflows, and select whichever one you need later from the dropdown.

How to add document generation to existing Zoho Flow or Zapier workflows 

1. Open your existing Zoho Flow or Zapier workflow in which you wish to add document generation.
2. Insert a Webhook action card at the point where you want the document generation to occur (adjacent to the card providing the merge data)
   
3. Configure the webhook action:
   
1. Action Event: Select the POST method
   
2. Paste the Zoho Writer template's webhook URL and map the necessary data fields from the preceding steps in your flow or zap into the webhook's payload. Ensure the keys in the payload exactly match the merge fields in the Writer's merge template.
   
4. Save and test the action to ensure the data is successfully sent and the document is generated.
   

FAQ  

1. Can the webhook payload automatically start the merge?  
   Not in this flow. For triggering merge automatically through webhook calls, refer to this page.
   
   
2. Can I import only selected fields?  
   Yes. Only selected fields in the dialog will be added to the merge configuration.
   
   
3. Can I import additional fields later from the same or a different webhook URL?
   Yes. After selecting an incoming webhook as a data source, you can click Import Fields at any time to fetch additional fields. You can use:
1. the same webhook URL, or
   
2. a different webhook URL
   If you choose a different webhook URL during import, it will be used only to fetch the fields and will not be displayed as a data source in the configuration panel. Only the primary selected webhook appears as a data source.

Troubleshooting 

Related Articles  

1. How to trigger merge using an incoming webhook
   
2. Control merge field rendering through field type settings  
   
3. Managing data sources and their limits in Writer's mail merge