How to run custom workflows after merging a document

Ask AI to explain this: ChatGPT | Perplexity | Claude

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

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

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